Bookings
Manage appointments, group classes, field visits and resources for your business.
Open the guides below for work in this area. Use Bookings on web or Business → Bookings on desktop. Navigation depends on enabled modules and read access.
Modules and settings
Calendar and appointments
Reception teams combine customers, services, staff and time in bookings. Calendar, list and overview show the same appointments.
Calendar and appointments settings
Options, screen paths and defaults.
Classes and sessions
Managers create weekly series; reception books dated sessions. Class definitions, schedules and sessions are separate.
Classes and sessions settings
Options, screen paths and defaults.
Home visits
Field teams dispatch appointments to customer addresses and track progress and proof of work.
Home visits settings
Options, screen paths and defaults.
Rooms and equipment
Managers define rooms/equipment needed by services; reservations prevent conflicts.
Rooms and equipment settings
Options, screen paths and defaults.