PocketSuite’s Calendar feature serves as a hub for you to schedule clients, manage your time, and let clients know when you are available. Your Calendar is a key tool to running your business smoothly and efficiently. If you would like to sync a calendar to your PocketSuite Calendar, see our article about Calendar Sync.
Note: Clients can see your calendar availability on your Online Booking Site!
In this article:
- Learn how to use the calendar to schedule your clients and block out time
- Manage and modify existing appointments on the fly
How to schedule clients and block out appointments
PocketSuite’s Calendar feature makes scheduling clients and blocking out time a quick and easy process. To get started, tap on “Calendar”.
Tap on “+” in the top right corner. Tap “Schedule client” if you would like to schedule a client. To learn more about how to schedule clients and set recurring appointments, see our article on scheduling. If you wish to block out time, tap “Block out time”.
If you choose to block out time, you will be brought to the screen below. Blocking out time is useful if you are unable to take appointments for non-work related reasons. Complete the fields to block out time.
How to manage and modify existing appointments
Tap on the day of the appointment you wish to manage or modify. You may also use the magnifying glass in the top right corner to search for the appointment.
Tap on the appointment. From here, you may cancel the appointment, chat or invoice the client, attach a note for future reference, apply a package, rebook an appointment, or change the client’s credit card.
If you wish to modify the appointment, tap “Edit”. Tap “Edit this and future dates” if you wish to modify any future existing appointments of the same kind or “Edit this appointment” if you wish to only modify this appointment.
You may now edit the appointment as you wish.
