Appointments & Bookings
Set up bookable services, assign team members or resources, publish availability, and understand the customer booking and self-service flows.
Use this section to take an appointment from setup to completion: create an offering, connect the people or assets needed to deliver it, define when they can be booked, and then follow the booking through the admin calendar or customer account.
Start with these dependencies
- A customer can only choose an offering that is active and visible for online booking.
- An offering needs an eligible, online-bookable resource with working availability before times can appear.
- The admin workspace is plan-gated; customer booking pages can also be disabled by the store's page configuration.
- Signed-in customers use My Bookings; customers who are not signed in must keep the one-time manage link shown after confirmation.
Guides in this section
Overview & Navigation
Find the admin and customer surfaces, understand role differences, and follow the recommended setup order.
Calendar, New Appointment & My Day
Work the day calendar, create an appointment, inspect details, and move staff appointments through their available statuses.
Offerings
Create the services customers can book, including price, duration, capacity, visibility, and resources.
Offering Intake Questions
Build the question set a customer answers per offering, and see which answer types don't reach the customer yet.
Rooms & Equipment
Add rooms and equipment and control online bookability. People who take bookings are added on the Team page.
Availability
Set your linked resource's weekly shifts and date-time blocks, and recover from unavailable time.
Video Consultations
Offer appointments over in-app video or an external link, set the join window, host and end calls, and track your monthly minutes.
Settings & Presets
Set booking policies and apply a preset as editable appointment data.
Storefront Mode
Switch your storefront between Commerce, Services, or Both, and understand what the switch changes and what it leaves alone.
Booking Experience Editor
Pick a page template and a format for each booking step from Online Store → Pages, and see what actually changes for customers today.
Customer Booking Flow
Walk through Service, Choose, Time, Details, Confirm, and Done with or without signing in.
My Bookings & Booking Links
Review signed-in booking history and use a one-time manage link safely.
Troubleshooting & Access
Diagnose missing services, resources, times, booking links, and plan-gated admin access.