Knowledge Base

Builder brands: Using the Schedule tab

The scheduling tab within the booking tool is where you can create, modify, and manage all your appointments between your team members.

The scheduling tab

  1. Date

    This will show you what day is displayed. You can use the toggle to see past or future days and appointments.
     
  2. Team

    Use this button to change which team members are hidden or shown on the board.
     
  3. Date/Time Intervals

    These buttons will allow you to change the time intervals that display and view appointments daily, weekly, or as a list.
     
  4. Hours Board

    The hours board will show your hours and appointments per team member. Hours that are designated as unbookable will be a shade of gray, whereas bookable hours will be in white. Appointments can be dragged and dropped between the hours and team members displayed.
     
  5. Standard appointment

    Standard appointments can be managed by simply clicking on them. Once they are selected, you can edit* or change the appointment status to reflect where it is in its lifecycle. You can have the status set to:
     
    • Booked
    • Waiting
    • In Progress
    • Finished
    • Paid
    • Canceled*
    • No-Show

      *By using these, you will be prompted to confirm the change and be provided the option to email the client about this change.
       
  6. Note

    This option will allow you to add a note to a specific time for a specialist. It could be anything from a reminder about a task to be completed or a visitor who will be in.
     
  7. Blocked time

    The blocked time segment will let you block a section of time for a specific team member so that someone cannot book them through the website.

    See how you can view and schedule an appointment!

    The scheduling tab