How to manage customer 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 your whole schedule: incoming requests, the calendar, your providers and services, and a simple view of what happened over the last 30 days.
Start by entering the services you offer (name, duration and price) and the providers who deliver them, each with a weekly schedule. Under “Availability” you add the days and hours when each provider can be booked, plus exceptions and days off. From these settings the system works out which slots are open.
Customers request appointments on your public booking page, and each request appears in the bookings list of your panel as pending. There you confirm or reject it. Confirming sends the customer nothing, so you contact them yourself. When someone calls or walks in, you can also create the booking by hand.
The calendar can be viewed as day, week, month or a list, and you can see the whole team’s calendar according to the visibility you set. You can export the bookings list as CSV, XML or PDF. Roles let you give each panel member access to certain sections and actions only.
Reports cover the last 30 days: confirmed, pending and canceled 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 customer messaging. The client list is manual and isn’t filled in by public bookings.
What to remember
- ✓Day, week, month and list views of the calendar
- ✓Manual bookings for customers who call or walk in
- ✓Bookings list exportable as CSV, XML or PDF
Common questions
Can I limit what my 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 customer names, only your teams, selected colleagues, or stay private.
Is it possible to bring over 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 customer’s name, with no email or phone. There’s no CSV import.
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Ready to put all your appointments in one place?
Set up your services and providers, share your booking link and manage requests from one panel. The first 12 months are free, no card, and plans start at €1 per month afterwards.
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