On this page
Use the dashboard appointment views to find and manage bookings. Customers can use the appointment management link from their booking message to cancel or reschedule when those actions are available.
Find and manage a booking
Open Appointments or the calendar, find the booking, and open its details. Dashboard navigation may label the list as Appointments or Calendar depending on the selected view.
- 1
Create an appointment
Choose New appointment from the dashboard appointment area, enter the customer, service, staff member, date, and time, then choose Create appointment.
- 2
Reschedule an appointment
Open the appointment details and choose Reschedule… or Reschedule this appointment. Select an available time and eligible staff member. Checked-in, in-progress, completed, and cancelled appointments cannot be rescheduled.
- 3
Cancel an appointment
Open its details and choose Cancel appointment. Confirm the action. The reserved time is freed and the customer is notified by email and, when configured, text.
- 4
For a customer change
Customers can use the Manage appointment link in their booking message. The page offers Reschedule and Cancel appointment while the booking is eligible. Pending requests cannot be rescheduled by the customer.
Booking confirmations
Settings → Booking rules has Online booking confirmation options. Confirm instantly completes eligible bookings after any required phone verification. Require owner approval creates a pending request until the owner approves it; the customer’s management page explains that it is not yet confirmed.
If the customer cannot make a change
Check the Cancellation cutoff (hours) under Settings → Booking rules. After the cutoff, online cancellation closes and the customer management page tells them to contact the business. If a dashboard action is unavailable, check the appointment status. If the management link is missing or no longer works, contact support with the appointment date and booking link. Do not email sensitive payment details.