Customers Managing Their Appointments

Access appointments in customer account#

Customers manage appointments from the Activity area of their account:

1. Customer logs into their account
2. Clicks Activity in the account navigation
3. Uses the appointment filters to see upcoming, completed, or cancelled appointments

Each appointment shows its service, date and time, status, and the provider or location when those details are available.

View appointment details#

Each appointment displays key information:

• Service name: What was booked
• Date and time: When the appointment is scheduled
• Provider: Who will deliver the service (if assigned)
• Status: Upcoming, completed, or cancelled
• Location: Where the appointment takes place

Customers can open an appointment to review its available details and confirmation page.

Upcoming vs past appointments#

The appointments view separates bookings into sections:

Upcoming appointments#

Shows future appointments that are not cancelled. Customers can reschedule or cancel these when the business's policy allows it.

Past appointments#

Shows appointments whose scheduled time has passed and that are not cancelled. These are history records and cannot be modified.

Reschedule an appointment#

Customers can change their appointment time if within policy:

1. Go to Activity in their account
2. Find the upcoming appointment in the appointment section
3. Click Reschedule
4. Select a new date
5. Choose an available time slot
6. Click Confirm Reschedule

The available dates and times reflect the service's provider and resource availability.

Rescheduling may be restricted based on your settings:

• Cannot reschedule within the minimum notice period
• Cannot reschedule to dates beyond your booking horizon

Cancel an appointment#

Customers can cancel appointments they no longer need:

1. Go to Activity in their account
2. Find the upcoming appointment in the appointment section
3. Click Cancel
4. Confirm the cancellation

After cancellation:

• The appointment appears in the Cancelled view
• The appointment is no longer available for rescheduling from the account

Cancellation may be restricted if the appointment is within your cancellation policy window.

Email notifications#

The business may configure email notifications for appointment changes:

• Booking confirmation: When they successfully book
• Reschedule confirmation: When they or admin changes the time
• Cancellation confirmation: When the appointment is cancelled
• Reminder: Before the appointment (if reminders are enabled)

If you need confirmation of a change, check the appointment in your account or contact the business.

View booking history#

Past appointments remain visible for reference:

1. Go to Activity in their account
2. Use the Completed filter in the appointment section
3. View completed appointments; use the Cancelled filter for cancelled appointments

This history helps customers track their service usage and reference past bookings if needed.

Need help with an appointment#

If customers need assistance beyond self-service options:

• They can contact your studio directly
• Admin staff can make changes on their behalf
• Special circumstances can be handled manually

Provide clear contact information so customers know how to reach you for booking issues.