Add an appointment

Book a service or create a custom appointment with its own title and duration.

Where to find it

Calendar → choose a date → plus button

Enter the appointment

  1. Choose Service and select a saved service, or choose Custom and enter a title.

  2. Check the date, Starts, Ends and duration. A suggested start is a starting point that you can change.

  3. Enter the customer’s name and contact details, or use Choose from Contacts. Add any private notes you need.

  4. Tap the Save checkmark. Resolve any field errors or overlap confirmation shown by the app.

Check the timing

Appointments must last at least five minutes and finish before midnight on the same date in the work profile’s time zone. Moving the start preserves the duration, so check the end time after moving it. An appointment’s duration can differ from the service’s default.

Check that it synced

A Pending appointment is saved on your phone but is not yet confirmed by the server. Open it to check any sync message. A newly created service becomes selectable for appointments after the service has synced.