Appointments

1-on-1 appointment types, instructor availability, and member booking

Create and manage appointment types

Define the 1-on-1 services clients can book — set the name, duration, price, and buffer time between sessions.

Set your availability for 1-on-1 appointments

Define which days and hours you are open for bookings. Members can only pick times within your availability windows. Owners and managers can also set this up on a practitioner's behalf.

Book and cancel a 1-on-1 appointment

Find an instructor, pick a service, choose a date and time, and confirm your booking in four steps.

Approve or decline appointment requests

When a service requires approval, member bookings arrive as requests that the practitioner, owner, or manager confirms or declines.

Charge a card after a completed appointment

For paid services, members save a card when booking and the practitioner charges an editable amount once the appointment is completed — so tips or add-ons can be adjusted on the day.

Check in and out of a home visit, and add your emergency contact

For appointments held at a client's home, checking in and out keeps you watched while you're alone with a client — silence itself raises the alarm, so you never have to reach for your phone to call for help.

Respond to a home-visit safety alert

When a practitioner is overdue checking out of a client's home, your studio gets an email and push alert plus a red banner on your dashboard. Call first, then mark it resolved.

Set up a travel visit service (home-visit safety)

Mark a 1-on-1 service as taking place at the client's home to turn on check-in/check-out and automatic overdue alerts, and ask your practitioners to add an emergency contact.

Require a card and screen new clients for a travel visit service

Turn on card-on-file, a first-visit Intake, and a cutoff time for new clients' first booking — all from the travel visit service's edit screen.

Create an Intake service for first-time travel visits

Build a short Intake appointment type and set it to run automatically before a new client's first travel visit, so your practitioner meets them before doing the real session.

New clients can't book a first travel visit after a set time

Set a cutoff time so a new client can't start their first home-visit appointment too late in the day. Returning clients are never affected.

Why a home visit asks for your address and a card

Booking a service at your home asks for the visit address and a saved card. The address tells your practitioner where to go; the card confirms it's really you. You're not charged when you book — only once your visit is under way.

Find the address, see the map, and navigate to a home visit

Every travel-visit card in My Appointments has an "Address & map" button: the visit address with a map, one-tap Navigate into Google or Apple Maps, and a call button for the client.

Rebook the next visit, appointment reminders, and caregiver contacts

After a home visit checks out, the practitioner can book the next visit in two taps. Clients who didn't decide on the spot get a one-button email offer. Every appointment now sends reminder emails the day before and that morning — and a caregiver contact can receive a copy of everything.

Sell and redeem service packages (prepaid session packs)

Create prepaid packages — e.g. a 5-pack massage — that members buy up front. One session is redeemed automatically each time you complete an appointment, instead of charging a card.

Decide whether to go ahead after a first-visit Intake

On a first home visit you get two buttons after checking in: Proceed, or Not the right fit. You never have to explain why.

Fix a home visit you were not paid for

When a card fails at the door the visit still goes ahead, and the appointment appears on your Bookings tab as unpaid — with a retry button and a payment link you can email.

Pay a practitioner for a visit that was referred back

When a practitioner meets a new client and decides not to go ahead, the client is not charged and nothing is paid automatically — you decide what the trip was worth and press one button.

Offer tips after a home visit (and change or turn off the presets)

After a practitioner checks out, the client gets one email offering to add a tip. Tips go to the practitioner in full — your studio percentage is only ever taken from the visit price.

Adding a tip after your visit

If your studio offers it, you get one email after your practitioner leaves with a link to add a tip. It is optional, and the whole tip goes to your practitioner.