Using and Managing Appointments
Learn how to use Endear Appointments with your customers.
17 articles
- How to cancel an appointmentRemove or delete an appointment from the calendar side panel, add an optional cancellation reason, and see where cancelled appointments go.
- How to search for an appointment on the calendarFind any appointment by customer or staff member name from the calendar header, across every date rather than just the current week.
- How do I filter my appointments in the old view?Filter your Appointments view in Endear
- How to reschedule an appointment by dragging on the calendarMove an appointment to a new time or date, reassign it to another staff member, or change its length by dragging it on the calendar.
- How to review and resolve scheduling conflictsSpot double-booked appointments and bookings that clash with blocked time on the calendar, then fix or dismiss each conflict.
- How to create and manage blocked timeReserve time on a calendar for breaks, staff meetings, holds, and in-store events, then edit or remove those blocks from the calendar view.
- How to create an appointment from the calendarBook a new appointment without leaving the calendar, using the + New menu, a single select, or a drag.
- How to edit or delete an appointment from the calendarEdit an appointment's date, time, service type, calendar, assigned staff member, or internal notes from the side panel, or cancel it.
- How do I add or remove time off to my calendar in the old calendar view?Add and remove time off blocks in the old calendar view. For the new view, see the article on creating and managing blocked time.
- How do I Book an Appointment on Behalf of the Customer?Learn how to book an appointment on behalf of a customer in Endear.
- How do I see and analyze all my appointments in the old calendar view?Learn about how you can view upcoming and past appointments so you both plan for the future and maintain a record.
- How do I add or remove time off to my calendar?Learn how to add your time off to block your calendar in Endear.
- How do I Send a Message with a Booking Link in Endear?Learn how to insert booking links into messages in Endear
- How do I cancel or delete an appointment in the old view?Learn how to cancel or delete an appointment in the old appointments view
- How can I reschedule an appointment?Let customers self-reschedule from confirmation emails, reschedule on a customer's behalf, and review every change in appointment history.
- How to filter appointments and manage blocked time in the old appointments viewFilter your appointment views by specific calendars or teams to easily manage complex schedules and overlapping time off.
- Overview of the appointments calendar viewSee, navigate, and manage every booking on a visual calendar with day, week, month, and list views for Endear Appointments.