Appointments
Learn how to setup, use, and book Appointments for customers
33 articles
Setting Up Appointments
Learn how to setup and configure Endear Appointments for your brand.
- How do I create a calendar in Endear?Learn how to create a calendar for an individual user or entire team.
- How to Edit Who Has Access to a CalendarLearn how to edit vs view access to a calendar in Endear.
- What is the difference between a connected vs. hosted calendar?Learn about the two different calendar types in Endear and determine which one makes sense for your Appointments.
- How do I create multiple calendars at once?Learn how to create calendars in bulk to save time and setup all your teams with Endear Appointments.
- How do I edit a calendar?Learn how view and change calendar settings.
- How do I Disconnect a Calendar in Endear?Learn how to disconnect a calendar in Endear
- How do I connect an external calendar to Endear?Learn how to connect an external calendar to Endear for Appointments.
- What are services and how do I create them?Learn what services are and how you can configure custom settings for each service to support your appointment needs.
- How do I edit a service?Learn how to edit the different services your team provides during appointments.
- What are booking links and how do I create them?Learn about booking links and how to they customize your appointments capabilities.
- How to edit Reply-to Contact Method for AppointmentsAdjust how responses from the booker will be sent, such as an email or phone number.
- What is the difference between a Team vs. individual calendar?Learn about the differences between a team and individual calendar to assess which one best fits your Appointment needs.
- How to Configure Appointment Availability in EndearLearn how to customize your appointment availability based on the store hours, service type, or booking link.
- How to Create and Customize Appointment Booking FormsCollect additional information from customers during the appointment booking process.
- How to customize the appointment confirmation pageRedirect customers to a custom URL or keep the default confirmation page after an appointment is booked or cancelled
Using and Managing Appointments
Learn how to use Endear Appointments with your customers.
- 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.