Manage Your Provider Calendar, Appointments and Clients

Service providers use the Booking workspace to manage appointments, availability and customer records.

Use the calendar

Open Booking to review the monthly calendar. Select an appointment to see its customer, service, assigned professional, time, payment information and current status.

Respond to requests

If automatic acceptance is off, review new requests promptly. Some extra bookings unlocked with credits must be confirmed within two hours. Use the available booking actions to confirm, complete, cancel, mark a no-show or reschedule when appropriate.

Contact the customer

Use the supported Matchouse message action after confirmation. Keep schedule or service changes in the booking record and conversation so both sides can refer to them.

Manage clients

Open Clients to review customer records. Eligible providers can add or import clients for booking operations. Only store information needed for the service and keep it accurate.

Resolve an unavailable time

Check booking opening hours, the assigned provider's shift, blocked time, service duration, lead time and existing appointments. All rules must allow the slot.

For setup, see Set Up Booking Availability and Payment Preferences.