Book Your First Client

Your first appointment can come from either side: you create it on the calendar, or a client self-books through your published page. Both end up the same way, with a real appointment on the calendar and a confirmation email sent.

Path 1: book it yourself

1. Open the Calendar and click New Booking, or click directly on an empty time slot.
2. Pick the client from the search list. If they aren't in your practice yet, you can create their record inline by entering their name and contact info.
3. Choose the service (and the practitioner, if you have a team).
4. Pick a date and time within your availability.
5. Add any internal notes the client won't see.
6. Click Create Booking.

The appointment lands on the calendar instantly. The client gets a confirmation email (and an SMS if their record has a phone number and reminders are enabled).

Path 2: let the client self-book

1. Share your published booking page link with the client.
2. They pick a service, choose a practitioner if there are options, see available times, and fill in their contact info.
3. They confirm and the appointment shows up on your calendar automatically. No data entry on your side.

Once it's on the calendar

• Click the appointment to view details, add session notes, or charge a fee.
• Drag the appointment to a new time slot to reschedule. The client gets an updated confirmation.
• Mark it complete after the session, or cancel it (with or without a fee) if needed.

If something needs to change

You can reschedule, cancel, or mark as no-show from the appointment detail panel. The client is notified automatically. Cancelled appointments stay on the calendar with a cancelled style so you keep a complete history.