Calendar Overview & Availability

Go to the Calendar from the dashboard.

Click on any appointment or event.

Access full event information, including Time, Duration, Attendees, and Location.

Open the Calendar section.

Click theCreate Appointmentbutton or Click any future Calendar Slot. Appointments can be created directly by selecting a time slot within the calendar view.

Choose the client, service, date, time and Attendee Type 

Appointments can be created for: Existing clients already in the system, New clients, and None.

Add notes, preparation instructions, or session objectives to the appointment details.

Set buffer time before or after appointments.

Send appointment invitations directly to clients during appointment creation.

Use the “More Options” button to access additional appointment settings and scheduling preferences.

Head to your calendar and click Create an Appointment (in the top right). From the pop-up modal, choose your client and fill in the appointment details.

Start typing your title in the Appointment Title field; suggestions from your existing services, programmes, or packages will automatically pop up as you type. Choose a service that uses Stripe payments. Once selected, a Send payment link checkbox will automatically appear near the bottom of the pop-up window. 

Tick the Send payment link checkbox, then scroll down to view the Price and Currency fields. Review or edit these details as needed, then click Send Invitation.

Your new booking will be created, and your client will automatically receive a push notification in their client portal alongside an email containing a secure Stripe payment link.

Once your client completes the payment, the transaction will automatically pop up in your Earnings tab under Transaction history, letting you easily monitor and track your incoming revenue.

Click the + Create an Appointment button at the top right of your calendar screen, or click any future Calendar Slot.

Under the Attendees section, choose None. This tells the system you are blocking this time for yourself rather than booking a client. 

Enter a title. Choose service, location, date, and time.

Use the “More Options” button to access additional appointment settings and scheduling preferences, ex: Description, Buffer time before or after appointments, and Recurrence.

Click the Send Invitation button to save this block to your calendar; since this is simply a busy slot for yourself, no emails will be sent and no meeting links will be created. 

Select the recurring setting and choose frequency.

Choose between: No recurrence and Custom recurring schedules.

Choose how often the appointment should repeat. 

Selecting the "Day" option sets the session to repeat every specified number of days.

Selecting the "Week" option allows practitioners to set appointments that repeat weekly on specific chosen weekdays (for example, every Monday and Wednesday, or every Friday).

Selecting the "Month" option repeats the appointment monthly based on the initial 

selected date.

Practitioners can choose exactly how the recurring appointment should end, with options to either stop after a specific number of occurrences or conclude on a designated date.

Set the appointment online or in person.

Confirm to apply settings.

After sending the invitation, practitioners can stop future recurring events at any time. Simply click the appointment directly in the calendar to open its settings, then select 'Remove Recurrence' to delete the entire series, or click 'Remove' to delete a single event.

These are manual appointments created directly by you.

Appointments booked by clients via your public page.

Events created as part of group coaching.

Select the appointment from your calendar.

Click Reschedule or Remove.

• For Standard Appointments: Adjust the time/date as needed or confirm cancellation.
• For Group Class Sessions: Clicking remove will launch the Remove Event? confirmation modal. Click Yes, Remove to proceed.

Apply updates to your schedule.

Select 'Settings' from your profile dropdown menu, then open the calendar integration settings.

Click either the Integrate with Google Calendar or Integrate with Outlook Calendar button. Log in and authorise the connection. You can link multiple accounts to seamlessly aggregate your schedules.

Review the newly connected accounts on their dedicated profile cards. Tick the checkboxes next to the individual sub-calendars you wish to import into your professional schedule.

Return to your main calendar view to ensure that all selected events from your multiple integrations are synchronised correctly and displaying as intended.

To completely remove a linked email account, click the trash icon located at the top right corner of the specific account's card.