Appointments, bookings and online requests

Appointments are under Sales then Bookings, when your plan includes this module; CRM then Calendar shows the same appointments, limited to sales meetings. Services, resources and availability are set in Administration, Sales and customers, then Sales, Appointments section.

A slot already taken in the entity, or for the same resource, is refused, as is a second open appointment on the same day for the same contact and service.

A block on your website lets a visitor request an appointment. Unless your entity confirms automatically, a team member confirms or refuses the request, and a refusal needs a reason; the visitor is not notified by that refusal.

Reminders follow the entity settings, 24 hours before to start with. A no-show penalty is never charged on its own: it is only proposed.