Calendar and appointments

The calendar

Open Calendar to see the location's appointments.

• Staff shows one column per person for a day. This is where most teams start.
• Day shows everyone together, side by side when appointments overlap.
• Week shows seven days.
• Rooms shows one column per resource.
• List shows the next two weeks as a list. On a phone, every view shows as a list.

Choose By service or By person to change the colours. Closed times are shaded, and time off and calendar busy times show as dashed blocks. A red line marks the current time.

Book for a customer

Click an empty time in the calendar, or choose New appointment. Pick the service and the person, choose a free time or type one, then find the customer by name, email or phone, or add someone new. Booking Orbit checks the time is still free before it books.

Move an appointment

• Drag it to another time, or to another person's column.
• Drag its bottom edge to make it longer or shorter.
• With the keyboard, select it and hold Alt with the arrow keys to move it 15 minutes or one column.
• Or open it and choose Move to pick from the free times.

If the new time isn't free, the appointment stays where it was and Booking Orbit says why.

On the day

Open an appointment to:

• Confirm it, when the location approves each booking;
• Check in the customer when they arrive;
• mark it Done, or as a No-show;
• Cancel it, with a reason. The time becomes free again.

Each appointment keeps a history of who booked, moved, confirmed and cancelled it, with notes from the customer and notes for the team only.

Find an appointment

Appointments lists what is coming up, waiting for approval, past and cancelled. Search by name, email, phone or the booking reference, and filter by person.