Work on an appointment booking

What an appointment booking's page shows, how to give it a date or time, edit its notes, line items and number, and run its checklists.

Open an item from Schedule. Appointments, activity bookings, lodging reservations and rentals each have a clearly named record page.

Everyday changes

Check the customer, contact, dates, location and assignments. Use Set date or Set time where offered to finish planning or move the booking. Nova checks the same availability rules used when it was created.

Cancel a booking to release its capacity and keep its history. For a repeated appointment, choose whether to cancel only that booking or that booking and the unfinished bookings after it. Completed bookings stay in history.

An appointment can be at the business, at the customer's location or online. Use a work order when the work needs work-order tracking through completion. The address does not decide the type.

Messages and supporting work

The booking's Customer messages controls show the applicable messages and history. Organization defaults provide the wording and timing; an exception on this booking does not rewrite the organization's settings.

Checklists, notes, documents and other supporting tools appear when your role and the service allow them. Return to Schedule for the calendar or list.