Customers Managing Their Appointments

Access appointments in customer account#

Customers manage their appointments through their account dashboard:

1. Customer logs into their account
2. Clicks My Appointments in the navigation
3. Views all their upcoming and past appointments

The appointments page shows a clear list organized by date.

View appointment details#

Each appointment displays key information:

• Service name: What was booked
• Date and time: When the appointment is scheduled
• Provider: Who will deliver the service (if assigned)
• Status: Confirmed, completed, or cancelled
• Location: Where the appointment takes place

Customers can click on an appointment to see full details including any notes or special instructions.

Upcoming vs past appointments#

The appointments view separates bookings into sections:

Upcoming appointments#

Shows all future confirmed appointments. Customers can reschedule or cancel these (subject to your policies).

Past appointments#

Shows completed and cancelled appointments. These serve as a history record and cannot be modified.

Reschedule an appointment#

Customers can change their appointment time if within policy:

1. Go to My Appointments
2. Find the upcoming appointment
3. Click Reschedule
4. Select a new date from the calendar
5. Choose an available time slot
6. Confirm the change

The rescheduling process shows only dates and times when the original provider (or any provider, if the customer selected "any") is available.

Rescheduling may be restricted based on your settings:

• Cannot reschedule within the minimum notice period
• Cannot reschedule to dates beyond your booking horizon

Cancel an appointment#

Customers can cancel appointments they no longer need:

1. Go to My Appointments
2. Find the upcoming appointment
3. Click Cancel
4. Confirm the cancellation

After cancellation:

• The appointment status changes to "Cancelled"
• The time slot becomes available for others to book
• Refunds follow your configured cancellation policy

Cancellation may be restricted if the appointment is within your cancellation policy window.

Email notifications#

Customers receive emails for appointment changes:

• Booking confirmation: When they successfully book
• Reschedule confirmation: When they or admin changes the time
• Cancellation confirmation: When the appointment is cancelled
• Reminder: Before the appointment (if reminders are enabled)

These emails include all relevant details and any updated information.

View booking history#

Past appointments remain visible for reference:

1. Go to My Appointments
2. Scroll to the Past section
3. View completed or cancelled appointments

This history helps customers track their service usage and reference past bookings if needed.

Need help with an appointment#

If customers need assistance beyond self-service options:

• They can contact your studio directly
• Admin staff can make changes on their behalf
• Special circumstances can be handled manually

Provide clear contact information so customers know how to reach you for booking issues.