Manage Your Provider Calendar, Appointments and Clients
Use the Matchouse booking calendar, review appointments, manage customer records and keep availability accurate.
Last updated About 1 month ago
The provider calendar brings bookings, working time and customer records together. Keeping it current helps prevent double bookings and makes the times shown on your public services more reliable.
Use the booking calendar
Open My bookings or the booking workspace for your professional or business role. Use the available calendar controls to move between dates and adjust the view.
On supported screens, calendar zoom and navigation controls help you review busy periods in more or less detail.
Review an appointment
Open an appointment to view the current information, including:
- Customer
- Service
- Date and time
- Assigned professional
- Confirmation status
- Payment or deposit information
- Notes and available actions
Use the actions shown for the current status. Some controls are not available after a booking is completed or cancelled.
Confirm a booking
If manual confirmation is enabled, review the request before confirming it. With an active Pro or Business plan, online booking access is included.
Without an active professional plan, each incoming public booking is held until it is unlocked with 2.50 credits. Complete the unlock within the displayed deadline, which is based on 2 business opening hours. The booking may be cancelled automatically if no action is taken.
Bookings previously unlocked with credits remain unlocked if a plan later pauses or ends.
Keep availability accurate
The customer-facing times can depend on:
- Booking opening hours
- Slot interval and lead time
- Service duration
- Existing appointments
- Blocked time
- Team shifts
- Service-to-team assignment
Update the calendar as soon as time becomes unavailable. For a Professional Business, check that each service is assigned to the people who can deliver it.
Manage clients and contacts
Customer records help you return to booking history and contact information. Accounts without an active professional plan can maintain up to 5 booking client or contact records. Additional records can be unlocked with 2.50 credits. Active Pro and Business plans remove that recurring record limit.
Use customer information only for the booking and legitimate service relationship. Do not copy private information into public posts or profile fields.
Cancellations and changes
Use the action available on the appointment when a booking needs to change. Give the customer clear context and follow the payment or cancellation information shown for that booking.
Changing general service settings does not automatically rewrite the information stored against an existing appointment.
If the calendar looks wrong
- Refresh the page or pull down in the mobile app.
- Check the active Matchouse role.
- Review booking opening hours and time zone.
- Check team shifts, blocked time and service assignment.
- Open the appointment to confirm its current status.
- Install the latest app version if mobile navigation is out of date.
Continue with the next step
Set Up Booking Availability, Confirmation and Payments: change the settings that create customer-facing times.
Manage Booking Teams, Shifts and Blocked Time: keep team availability accurate.
Booking Payments, Platform Fees, VIP Hours and Cancellations: manage the financial side of an appointment.
Matchouse Plans: Benefits, Allowances and Booking Access: compare unlimited access with individual credit unlocks.
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