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View, add and cancel appointments

Under “Termine” (appointments) you see every booking from WhatsApp, Telegram and your booking page. Here you confirm bookings, add appointments yourself, move or cancel them and enter absences.

14 steps about 5 min

View appointments

  1. Open “Termine” (appointments) in the menu on the left. You see the current week.

    The account menu with “Termine” highlighted.

  2. Use the arrows to move week by week. “Liste” (list) shows all appointments one below the other.

    The bar with arrows, “Heute” (today), the date range and the “Woche”/“Liste” switch, highlighted.

  3. Tap a name to see only that person's appointments.

    The filter by person; “Lina Brandt” is selected and highlighted.

  4. Tap an appointment to see the customer, phone number, service and who takes it.

    The details of an appointment with date, time, customer, phone, service and person, highlighted.

Confirm bookings

  1. With “Buchungen erst bestätigen” (confirm bookings first) switched on, new bookings wait at the top of the calendar. The time stays reserved until you tap “Bestätigen” (confirm) or “Ablehnen” (decline). Your customer hears about it by WhatsApp or email.

    The “Buchungen warten auf Bestätigung” (bookings waiting for confirmation) box with the requests and the buttons “Bestätigen” and “Ablehnen”, highlighted.

  2. “Ablehnen” asks once more. With “Ja, ablehnen” (yes, decline) the time is free again right away.

    The question “Anfrage wirklich ablehnen?” (really decline the request?) with the “Ja, ablehnen” button highlighted.

Add an appointment

  1. For phone calls and walk-in customers, tap “Termin eintragen” (add appointment) at the top.

    The “Termin eintragen” button at the top of the calendar is highlighted.

  2. Choose the service, person and day, tap a free time and enter the name. Phone, email and note are optional.

    The “Termin eintragen” window: a free time is selected and the name is filled in, both highlighted.

  3. Tap “Termin eintragen”. The appointment is in the calendar – your assistant no longer offers that time.

    A green “Termin eingetragen.” (appointment added) message with name, day and time, highlighted.

Move and cancel

  1. In the appointment, tap “Verschieben” (move), choose the person, day and a free time, and tap “Verschieben”.

    The “Termin verschieben” window: a new free time is selected and highlighted.

  2. To cancel, tap “Termin absagen” (cancel appointment) and confirm with “Ja, absagen” (yes, cancel). The time is free again right away.

    The question “Termin wirklich absagen?” with the “Ja, absagen” button highlighted.

  3. Afterwards the calendar shows whether your customer was informed by WhatsApp or email. If neither worked, you see their number to call them.

    A green message “Termin abgesagt. Kunde per WhatsApp informiert.” (appointment cancelled, customer informed by WhatsApp), highlighted.

Absences and breaks

  1. For time off, tap “Urlaub eintragen” (enter time off); for a break or an appointment away, tap “Zeit blockieren” (block time). Choose the person under “Für” (for), then the type – Urlaub (holiday), Abwesend (away), Fortbildung (training) or Pause/Block – and the time.

    The “Zeit blockieren” window: the person, the type “Pause/Block” and the time from–to, highlighted.

  2. Tap “Blockieren” (block) or “Eintragen” (enter). The entry appears in the week view – hatched when it is by the hour, dashed for open requests. Tap it to edit or delete it.

    A hatched “Pause/Block” entry for Lina Brandt in the week calendar, highlighted.

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