An Appointment is created when a customer completes a booking on the Booking Page, or when a staff member or admin creates one manually from the Bookings dashboard. It stores the service name, assigned staff, customer contact details, intake form responses, payment status, and any notes. Both the customer and staff receive automated notifications at booking, via reminder, and at cancellation. The appointment appears on the staff calendar and in the admin appointment list.
Appointments are the default output of every booking action and require no special configuration. However, understand the difference between an appointment and a booking request when you enable manual approval mode: in that mode, a completed form creates a pending request, not a confirmed appointment, until you approve it. Use manual approval for high-value or scarce services where you want to vet customers before committing a slot.
Appointments can be rescheduled or cancelled by the customer if you enable those options on the Booking Page; otherwise only staff and admins can modify them. Cancellation policies, including whether refunds are issued, must be communicated separately as Bookings does not enforce a cancellation window natively. No-show marking is manual: a staff member or admin must update the status after a missed appointment. Appointment data can be exported and is available via Zoho CRM integration for lead tracking.
Yes, if you enable the self-reschedule option on the Booking Page. Customers receive a link in their confirmation email to reschedule or cancel. You can also set a minimum notice period for rescheduling, for example preventing changes within 24 hours of the appointment time, to protect your staff schedule.
When the Zoho CRM integration is active, each new appointment can create or update a Contact record in CRM and log the appointment as an activity. This gives your sales or account management team visibility into customer interactions without manually entering data. The integration can be configured to match on email address to avoid duplicate contacts.
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