The diary
Diary has the tabs Day, Week and List. On Diary › Day each team member has a column. Times you’re closed are shaded, time off is hatched, and closure days show a banner. A ⚠ marks a client with allergies. Diary › Week shows the seven days side by side, with each day’s bookings and what they’re worth; “Open the day” takes you to that day.
Use Today, the arrows or “Jump to date” to move around, and filter by team member or service. Choose “Only my bookings” to see just yours.
Adding a booking
- Choose New booking at the top of the sidebar, Add booking in the diary, or click an empty time or a dashed free gap in the diary.
- The booking opens beside the diary. Choose the client, what it’s for, who with and when. People who can’t do that service are greyed out with the reason.
- Press “Book … in” (it shows the client’s first name). The diary behind follows the day you chose.
A booking
Choose a booking in the diary or the list and it opens beside it.
- When they arrive, press “…’s here — check in” (it shows their first name).
- Move finds a free time; Message emails them; Didn’t come and Cancel booking are underneath.
- Pay opens the Take payment page, when you have a card reader.
- Add private notes under “Worth knowing”. “More about this booking” has its payment, details and history: who booked, moved or cancelled it, and when.
The list and who came
- Diary › List shows bookings as a list. The “Show me” chips answer the usual questions: Last week, not yet marked; Needs an allergy test; Could charge a fee; Not paid yet; Everything upcoming.
- Search by client name or email, and filter by when, status, team member or service.
- Download what you’re looking at as a spreadsheet (CSV) with “Download this list”.
- Mark who came with Came or Didn’t come. Made a mistake? Choose Undo.
- If a client saved a card and didn’t come, the notice after Didn’t come offers to charge your no-show fee. You can also charge it later on Money › Payments.
What your customers get
Every booking sends a confirmation with a private link to manage the booking. Customers can cancel from it within your cancellation rules, without calling you. If customer accounts are on, they can also sign in on your site to see all their bookings.
Client records
- Clients › Everyone lists everyone who books. Each client has a page with their visits, spend, memberships, notes and tags.
- Record allergies (seen by your whole team) and health notes (owners and admins only).
- Marketing consent is kept per channel with its history. Only tick it when they’ve agreed.
- Add a client with “+ Add a client”, bring a list across with “Import from a spreadsheet”, and download yours with “Download this list”. Find and merge duplicates on Clients › Duplicates.
- Customers can ask for a copy of their data or to be erased. Use the buttons on their page; HQ tells you if something, such as a payment record, has to be kept.