How a service business books an appointment Updated 2026-10-24
Appointments are on the business plan, not on the $49 CRM. You set hours for each day and a catalog of services with a duration and a price. The calendar offers windows in 15-minute steps. A booking can also be made from the customer page, and a confirmation email goes to the client and the business.
Hours and services come before the slot A closed day has no windows. If the calendar says the day is closed, changing the time of an existing booking will not open it. Set the working hours first, then the service duration. A 45-minute service cannot start in a 15-minute gap that would run past closing.
Set open hours for each weekday. Add the service with its duration and price. Pick a date that is open. A closed day will not offer a time. Save the booking, then change the time if the slot was wrong. Create the booking, then change the time Create the appointment and choose an open time. If the time is wrong, open the booking and pick another open slot. The calendar and the upcoming list keep the new time.
A clinic morning Hours are 09:00 to 13:00. A 30-minute consultation can start at 09:00, 09:15, 09:30 and so on, until a start time would pass 13:00. The customer booking page offers those same windows.
The team picks a closed day and thinks the calendar is broken. Open the hours for that weekday, then return to the date.
The calendar and the upcoming list keep the service and the time after you save. A day on the calendar Set the working hours before you look for a slot. A closed day offers no time. A service has a duration and a price, and the calendar offers starts in 15-minute steps. A 45-minute service cannot start so late that it runs past closing. Staff book from the calendar. Clients can book on the public booking page when it is enabled, and a confirmation email can go to the client and the business.
Appointments are on the business plan, at $99 a month or $990 a year. CRM only, at $49 a month, keeps the pipeline and the client file and does not include the calendar. The appointment stores the service, the price, a payment status and a note, on top of the time. To change the time, open the booking, choose another open slot, and save.
FAQ Which plan includes the calendar? The business plan, at $99 a month or $990 a year. CRM only does not include appointments.
Can a customer book without calling? Yes. The customer booking page uses the same open windows. A confirmation email is sent to the client and the business.
How do I change the time? Open the booking, choose another open time, and save. The calendar and the upcoming list keep the new time.
What is stored on the appointment? The service, the price, the payment status and a note, on top of the time.
