Managing client appointments with an online app

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

Managing 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 when each provider can be booked, plus exceptions and days off.

Clients 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 client nothing, so you contact them yourself. You can also create bookings by hand when a client phones or walks in.

The calendar can be viewed as day, week, month or a list, and you can move appointments by dragging them. The team calendar shows everyone, according to the visibility you set, and you can export the bookings list as CSV, XML or PDF. The manual client list holds the names, emails and phone numbers that you key in; bookings from the public page do not add entries to it. Roles let you give each panel member access to certain sections and actions only.

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 is no occupancy figure and no automatic client messaging.

Key points

  • ✓Day, week, month and list views of the calendar
  • ✓Manual bookings for clients who phone or walk in
  • ✓Roles that limit what each team member can see and change, and a bookings list you can export as CSV, XML or PDF

Common questions

Can I restrict what my team can 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.

Can I import 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 is no CSV import.

More guides

Ready to see 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, with no card, and plans start at €1 a month afterwards.

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