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Booking appointments for clients with Scheduling

This guide covers how to schedule, modify, or cancel appointments for clients from your site's Scheduling console. To see your clients' online booking feel, visit How clients book appointments.

Nosotros've merged the Acuity Scheduling Help Eye with the Squarespace Help Center. This guide applies to both versions of Scheduling.

Before you begin

Before booking appointments, you'll need to:

Set your availability to choose the hours you're available for appointments.
Create at least one date blazon for a service you offer.
Connect at least 1 payment processor, if your service requires payment at booking.
Enable electronic mail notifications to send confirmation emails to clients.

Schedule an appointment

To schedule appointments for clients:

In Scheduling, click Appointment Calendar.
Higher up the calendar, click New.
Select an appointment blazon.
If y'all have multiple calendars, select a calendar.
Cull a date and time. To choose a date and time outside your availability, click Custom. If you lot choose a engagement and fourth dimension outside your availability, Scheduling displays a warning, but doesn't prevent you from scheduling the date. To create a repeating appointment, click Recurring.
Enter your client's contact data. Include an e-mail address to send the customer email notifications about the appointment.
Click Schedule Appointment or use the arrow to select Schedule, merely don't send confirmation email.

Afterwards scheduling, a summary of the appointment displays. From here, you lot can add notes, edit details, or take payment.
Click Salve, then click Shut.

Reschedule appointments

To reschedule a single appointment:

In the Dwelling menu, click Scheduling, then click Date Calendar.
Click the appointment summary under the agenda.
Click Reschedule.
Cull a date on the calendar, then choose a new time. To choose a date and time outside of your availability, click Custom.
Click Reschedule Date or use the arrow to select Reschedule, but don't send electronic mail.
Afterward rescheduling, y'all can add notes to the appointment or take payment.
Click Salvage, then click Shut to return to your engagement calendar.

To reschedule a client's non-class appointments in majority:

In the Home menu, click Scheduling, then click Clients.
Click the client'southward proper name.
Check the boxes next to the appointments y'all'd like to reschedule, then click Reschedule Selected.
Employ the menu to decide the appointments' new times. If the appointments are all at the same fourth dimension on the aforementioned 24-hour interval of the week, cull a new time and day of the week. If they aren't, cull to add or subtract time, and how many days and minutes you want to add together or decrease.
Click Reschedule Appointments, or employ the arrow to select Reschedule, but don't send confirmation email.

To reschedule course attendees in bulk:

Note: You need to take at least i upcoming group form session to be able to reschedule class attendees in bulk.

In the Home carte du jour, click Scheduling, so click Appointment Types.
Click the grouping class appointment type, so click the group class session on the right.
Check the boxes adjacent to the attendees you lot want to reschedule, then click Reschedule Selected.
Use the drop-downwardly card to select the new class session, then Click Reschedule Appointments, or utilize the pointer to select Reschedule, but don't transport confirmation e-mail.

Edit an appointment

To change other appointment information, such as the client'south proper noun or email address, or to add internal notes:

In the Habitation card, click Scheduling, then click Engagement Calendar.
Click the appointment summary under the calendar to open its details.
Click Edit.
Update the fields yous want to change.
Click Save, then click Shut.

If you modify the client's electronic mail accost, you can click the Resend Confirmation Emailbutton higher up the engagement details to send a confirmation to the new accost.

Abolish an appointment

You can cancel appointments for clients by individual appointment or in bulk. After canceling, you may want to charge a no-show fee or refund the client, depending on your policies.

To cancel a client'south engagement:

In the Home menu, click Scheduling, then click Date Calendar.
Click the engagement summary under the calendar.
Click Cancel.
Check Marker as no-show and/or Transport email to client, if applicable. If you lot choose to send an email, you can add together a bulletin.
Click Cancel Appointment.

Tip: To abolish just ane attendee in a class, click on their name to bring upwardly their private details, then follow steps two through five above.

To cancel a client's appointments in bulk:

In the Home carte, click Scheduling, then Clients.
Click the client's name.
Scroll down the list of appointments and cheque the boxes adjacent to the appointments you lot want to cancel.
Click Cancel Selected.
Click Aye, cancel appointments or Yes, but practise not email customer.

View canceled appointments

While information technology'southward not possible to undo canceling appointments, you can even so view the appointment details.

If you know the client's name, click Client List, then the customer'southward proper name, to bring up a list of all the client'south appointments, including canceled appointments.

If you don't recollect the client'southward name, employ reports to find the canceled appointment:

In the Dwelling menu, click Scheduling, then click Reports.
Use theEngagement Range and Calendar drop-down menus to limit your search if possible.
Use the Showdriblet-downward menu to choose All canceled appointments, then click Show.
ClickView appointments to review a list of canceled appointments that encounter your search criteria.

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