Book and manage appointments
You book appointments for your clients in the dashboard, under Studio → Bookings and Studio → Calendar. Clients can't book online yet.
Book an appointment
- In my.conciar.com, go to Studio → Bookings and click New Booking. Or go to Studio → Calendar and click an empty time.
- Choose the team member.
- Choose the client, or create a new one with their first name and email address. The phone number is optional.
- Choose the services.
- Set the start time. The end time follows from the services' total duration; you can change it.
- Add a title and notes if you like.
- Click Create Booking.
The booking gets a reference and the status Confirmed.
No double-booking check
The dashboard lets you book a team member at a time they already have another appointment. Check the calendar before booking.
Clients don't get a confirmation or reminder email. Let them know yourself.
See your bookings
- Studio → Calendar shows the week by day and hour. Click a booking to open it.
- Studio → Bookings lists all bookings. Filter by status and by date (today, tomorrow, this week or this month), or search by the client's name, email, phone or the booking reference. Sort by appointment date or newest first.
At the top, the bookings page shows today's bookings, this week's bookings, bookings waiting for confirmation, and Booked this week: the value of this week's bookings, without cancellations and no-shows.
Change a booking
Click a booking to open it. Then:
- Edit Booking to change the time, team member, client or services;
- Duplicate to start a new booking with the same details, for a time you choose;
- Mark as no-show if the client didn't come;
- Cancel Booking to cancel it and free the time;
- Complete when the treatment is done. The products the treatment uses are taken out of stock;
- Ring up at till to check the client out. See Checkout.
Statuses
| Status | Meaning |
|---|---|
| Pending | Waiting to be confirmed. |
| Confirmed | Booked. Bookings you make in the dashboard start here. |
| Completed | The treatment is done. |
| Cancelled | Cancelled; the time is free again. |
| No-show | The client didn't come. |
Only pending and confirmed bookings can be changed, cancelled, completed or marked as a no-show. A completed booking can't be cancelled, and a no-show can't be completed.
Common problems
I can't change a booking. It's already completed, cancelled or a no-show. Only pending and confirmed bookings can be changed.
Two appointments overlap. The dashboard doesn't stop double bookings. Move one of them with Edit Booking.