Updated over a week ago

Keep track of your appointments with customers and synchronize appointments to your calendar. You can invoice your customers later.

If you want your customers to book your services online, take a look here to learn more. Online bookings create appointments automatically.

Create an appointment:

  • In the mobile app click on ...More and select Appointments
    On the website select Appointments from the main menu

  • Click on + Create appointment

  • Add a new client or choose a client from the list

  • Enter the Start and End date

  • Attach a service or product from your list

  • Add a location or a note if necessary

  • Click on Save

  • A preview with your appointment appears

You can now:

  • send the appointment to you client by email

  • share the appointment

  • bill the appointment / create an invoice
    The client and services will be used in an invoice.

  • navigate to the address

  • add the appointment to your Calendar and synchronize the appointments with a calendar.
    Once the synchronization is turned on, all appointments will appear in your calendar

  • on the website you can also download the appointment in the iCal format

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