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Everything to do with a customer’s appointment happens on one screen: Booking Management. You’ll find it in the left-hand menu of the admin portal. It’s the busiest screen in the platform and the one you’ll have open most of the day.

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The three pieces

Once you understand these, the rest follows.
1

The calendar

Your staff’s days, side by side. Every booking, every blocked-out hour, and every appointment synced in from Google or Outlook.
2

The panel that slides out

Click a booking and a panel opens on the right with everything about it, and the buttons to act on it. Drag an empty slot and the same space becomes a form for a new booking.
3

The link between them

The calendar and the panel talk to each other. Pick a slot on the calendar and the form fills in the time. Change the time in the form and the calendar highlight moves to match — jumping to another week if it needs to.
That last one is the thing most people miss. You never have to choose between the calendar and the form. Work in whichever is easier for the step you’re on.

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What you can do here

The calendar

Views, filters, colours, and what the green, amber, and red mean while you drag.

Create a booking

Book a customer in, on a voucher they already hold or as a new sale.

Warnings and overrides

What each warning means, when to push past it, and when not to.

Taking payment

Card, cash, PayID, bank transfer, and invoicing it for later.

Manage a booking

The booking panel — what’s on it and what each button does.

Reschedule and edit

Drag it to a new time, or open it up and change more than the time.

Cancel, no-show, complete

The three ways a booking ends — and the money difference between them.

Block out time

Mark a provider unavailable so nothing can be booked over it.

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The two most important things to know

Cancel gives the customer their credit back — they can rebook or you can refund them. No-show treats the session as used and returns nothing.Pick the wrong one and you’ve either given away a session or charged for one the customer thinks they still have. See Cancel, no-show, and complete.
When you book outside a provider’s normal hours, or outside the area they cover, you get a warning rather than a locked door. You know your business; the platform doesn’t argue.But read them. Each one is telling you something specific about whether the booking will actually work. See Warnings and overrides.