Confirm, check in, start & complete an appointment

Requirements

  • Available on: All plans
  • Device access: Web & mobile browser
  • Permission: Owner or Manager

Every appointment moves through a few stages from booking to checkout. The Appointments page lets you advance an appointment one step at a time and shows its status with a colored badge.

How to move an appointment through its stages

  1. In the left menu, open Appointments and click the appointment you want to manage. Its detail dialog opens. The appointments list with an appointment row selected

    <!-- CAPTURE: route=/appointments | login=owner | state=list with appointments | highlight=an appointment row | viewport=1440x900 -->
  2. Use the action buttons at the bottom of the dialog. The buttons change to match the appointment's current stage:

    • From Pending, click Confirm to lock the booking in.
    • From Confirmed, click Check in when the client arrives.
    • From Checked in, click Start service when they're in the chair.
    • From In service, click Check out when the service is done. The appointment detail dialog showing the Check in action
    <!-- CAPTURE: route=/appointments | login=owner | state=detail dialog, confirmed appointment | highlight=Check in button | viewport=1440x900 -->
  3. Each click advances the appointment and updates its badge. You can chain steps in one sitting — for example, check in, then start service — without closing the dialog. The detail dialog after checking out, showing the completed state

    <!-- CAPTURE: route=/appointments | login=owner | state=detail dialog, in-service appointment | highlight=Check out button | viewport=1440x900 -->

What the status badges mean

BadgeColorWhat it means
PendingAmberBooked online and waiting for you to confirm
ConfirmedGreenConfirmed and locked in
In ProgressBrandClient is checked in or in the chair
CompletedGrayService finished
CancelledRedCancelled by the client or salon
No ShowRedThe client didn't show up

Note: "Pending" only appears if you require manual confirmation of online bookings. If you auto-accept, bookings arrive as Confirmed and you can skip straight to check-in.

Tip: Running a busy floor? The Work Screen turns these same stages into a live board your front desk can run from a tablet. To collect payment after checkout, see How to take a payment for an appointment.


Related articles

Related articles