Help Center

Easy!Appointments provides a flexible and user-friendly system for both customers and staff to book, view, and manage appointments. This section explains how appointments are scheduled, how providers can manage their calendars, and how the admin can oversee all bookings.

1. Booking an Appointment (Booking Page)

Customers can book appointments directly from your public booking page without needing to register. The process is simple:

Steps to Book:

1. Select Service: The customer chooses a service from the available list.
2. Select Provider: (Optional) The customer selects a specific provider, or optionally the system can pick one.
3. Pick a Date and Time: Based on the provider’s availability and booking rules.
4. Enter Customer Details:
   • Name
   • Email
   • Phone (optional)
   • Notes (optional)
   • … Other fields as configured
5. Confirm Appointment: The system shows a confirmation message and optionally sends a confirmation email.

If enabled, customers will receive an email with the appointment details and rescheduling/cancellation link.

2. Viewing Appointments (Calendar Page)

Appointments can be viewed in the Calendar section by administrators and providers.

Calendar Features:

• View Modes: Day, Week, Month
• Color-Coded Services: Each service appears with its assigned color.
• Tooltips: Clicking an appointment shows key details.
• Filtering: Filter by provider or service.

3. Adding Appointments Manually (Backend Users)

Admins, secretaries and providers can add appointments directly in the backend:

1. Go to Calendar.
2. Click on an empty time slot.
3. Fill in the appointment form:
   • Customer: Choose existing or create a new customer.
   • Service: Select from available services.
   • Provider: Choose the staff member.
   • Date & Time: Set start time; duration will autofill.
   • Status: Choose one from the available status options
4. Click Save.

4. Editing or Cancelling Appointments

To Edit:

1. Click on the appointment in the calendar.
2. Modify any field (date, time, service, etc.).
3. Click Save Changes.

To Cancel:

1. Open the appointment.
2. Change the Status to “Cancelled”.
3. Click Save Changes.

Notifications will be sent to both provider and customer based on system settings.

5. Appointment Statuses

Each appointment can have one of the following statuses:

• Pending: Waiting for approval (if manual confirmation is enabled).
• Confirmed: The appointment is active and scheduled.
• Cancelled: The appointment has been cancelled by the customer or provider.
• Completed: (Optional) Used to indicate a finished appointment (requires status tracking feature).

Bear in mind that the status options are configurable.