Using and Managing Appointments
Learn how to use Endear Appointments with your customers.
19 articles
- How can I reschedule an appointment?Reschedule an appointment for a customer or let them do it, see rescheduled appointments on the calendar, and review changes in history.
- 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 to create an appointment from the calendarBook a new appointment without leaving the calendar, or log one that already happened, such as a walk-in.
- 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.
- 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.
- How to edit an appointment from the calendarEdit an appointment's date, time, service type, calendar, assigned staff member, or internal notes from the side panel.
- How to cancel an appointmentCancel an appointment from the side panel, notify the customer with an optional note, and find cancelled appointments later.
- How to archive an appointmentRemove a duplicate, test, or mistaken appointment from your calendar and cancellation rate without deleting the record.
- Overview of appointment statusesLearn what Scheduled, Completed, No-show, and Cancelled mean, how statuses change, and how to update or filter by them.
- 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 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 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 filter my appointments in the old view?Filter your Appointments view in Endear
- 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 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.