How to manage client appointments in an online app

One panel for your bookings, providers and services, with a calendar you can read by day, week or month.

Running your business

An online booking app gives you one panel for the whole schedule: incoming requests, the calendar, your providers and services, and a simple view of what happened over the last 30 days.

Start by setting up the services you offer, each with a name, a duration and a price, and the providers who deliver them, each with their own weekly schedule. Under “Availability” you add the days and hours each provider can be booked, plus exceptions and days off.

Clients request appointments on your public booking page, and each request appears in your panel’s bookings list as pending. There you confirm or reject it; confirming sends the client nothing, so you contact them yourself. You can also create bookings by hand when a client rings or walks in.

The calendar can be viewed as day, week, month or a list, and you can drag appointments to move them. You can see the whole team’s calendar, depending on the visibility you set, and export the bookings list as CSV, XML or PDF. The manual client list holds the names, emails and phone numbers you enter; public bookings don’t add entries to it. Roles let you limit each team member to certain sections and actions.

Reports cover the last 30 days: confirmed, pending and cancelled bookings, the cancellation rate, bookings per day, per service and per provider, total duration and an estimated revenue per service based on list prices. There’s no occupancy figure and no automatic client messaging.

What to remember

  • ✓Day, week, month and list views of the calendar
  • ✓Manual bookings for clients who ring or walk in
  • ✓Roles that limit what each team member can see and change

Common questions

Can I limit what staff are able to see?+

Yes. The account owner can give each member access to selected sections and actions, or full access. The team calendar can show client names, only your teams, selected colleagues, or be private.

Is it possible to bring in appointments from another system?+

Only through an .ics file, which is imported once as confirmed bookings. It covers events starting within the next 60 days, the file can be up to 2 MB, and the title becomes the client’s name, with no email or phone. There’s no CSV import.

More guides to read

Ready to bring all your appointments together?

Set up your services and providers, share your booking link and manage requests from one panel. The first 12 months are free, with no card, and plans start at €1 a month afterwards.

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