Book and update an appointment
Record a session, then update its status to reflect what happened.
Team members with appointment access ยท 3 min read
Steps
- Open Calendar and start a new appointment.
- Choose the client, coach, date, time, and session details. Check the business time zone before saving.
- Save and check that the appointment appears at the intended time.
- If plans change, open the appointment to reschedule or cancel it.
- After the session, mark it completed or no-show as appropriate. Status changes can start automations, so use the status that matches what happened.
Check it worked
The appointment appears on the calendar with the correct person, time, and status.
Common questions
The time cannot be booked
Check for an overlapping appointment and confirm the coach and time zone. Do not create a duplicate session to get around an overlap warning.
Open Appointments (sign-in required)