By the end, you can book a client in a few clicks, move or cancel any booking, and know what the client gets.
Your appointments live in one calendar; its agenda view is the list.
Select Appointments in the sidebar. On a phone, select Schedule in the bar at the bottom.
Switch between Day, 3 days, Week, Month and Agenda, and pick a person under Everyone (the people icon on a phone).
Done when: the calendar shows the days you want.
Start from the button, or from an empty spot in the calendar.
Select New, then New appointment. On a phone, it is the + button.
Or select an empty time in a day or week view, then New appointment: the form opens at that time.
Done when: the New appointment form opens.
Illustrative demo data: Studio Lumière is a sample business.
The free times follow your hours, your time off and the bookings you have.
Under Client, search by name, e-mail or phone, or select Add new client.
Choose the Service, the day under Date, then a free time: the time comes with the team member who is free then.
Add an Internal note if you like: only your team sees it.
Done when: a client, a service and a time are chosen.
The client hears from SkedEz as soon as you book.
Leave Ask the client to confirm off to confirm it now, or turn it on to keep it Pending until the client confirms.
Select Book appointment. A confirmed booking reaches the client by e-mail, and by WhatsApp on every plan when they have a mobile number.
Done when: it shows in the calendar as Confirmed or Pending.
You can book a busy or closed time on purpose.
Select Other time…, then choose the Team member and a Start time.
If the time is taken or outside the free times, the button reads Book anyway.
Done when: the appointment is in the calendar at that time.
Heads-up
A move always lands on a free time; there is no dragging.
Select the appointment, then Reschedule. If it is not shown, open the … menu.
Under Pick a new time, choose a time with anyone on the team, then select Confirm change.
The client gets the new time by e-mail, and by WhatsApp on Pro and Teams.
Done when: Appointment rescheduled shows and the appointment reads Rescheduled; a pending one stays Pending.
Canceling frees the time and tells the client.
Select the appointment, open the … menu and select Cancel appointment.
Check the summary, then select Cancel appointment again, or Keep appointment to stop.
The client is told by e-mail, and by WhatsApp on every plan. A canceled appointment cannot be reopened.
Done when: the appointment leaves the calendar; Filters can show canceled ones again.
Once the start time has passed, record whether the client came.
Select the appointment, then Mark completed, or open its … menu for Mark no-show.
A confirmed or moved appointment turns Completed by itself once it ends; a pending one never does.
Done when: the appointment shows how it went.
| What you see | Likely cause | What to do |
|---|---|---|
| The form shows no free time on a day. | The day is closed or blocked, everyone is booked, or it is further ahead than Book up to. | Select Next available day, or use Other time… to book that day anyway. |
| The time you want is not offered when you move a booking. | A move only offers free times. | Free that time first, or cancel and use Other time… to book it again. |
| A client got no WhatsApp message about a move. | They have no mobile number, or your plan sends moves by e-mail only. | Add the client’s mobile number; WhatsApp Notifications under Integrations shows whether your plan includes WhatsApp. |
The form shows no free time on a day.
The time you want is not offered when you move a booking.
A client got no WhatsApp message about a move.
Found a mistake? Report an error
No. Select it and choose Reschedule, or press R while an appointment in the calendar has the keyboard focus.
No. Confirm bookings automatically applies to your clients’ bookings only; yours are confirmed unless you turn on Ask the client to confirm.
Yes, from the link in their messages, by default until 24 hours before the start. You change that under Settings › Booking, where Changes by the client holds Clients can cancel online, Clients can reschedule online and Changes allowed until.
Create your account and book your first appointment.
