Appointments
Appointments are the core of Booker. Each appointment links a client, service, location, date/time, and price.
Creating appointments
Section titled “Creating appointments”There are two ways appointments are created:
- Manually — you create them from anywhere in the app via the inline appointment sheet
- Online booking — clients book themselves through your booking page
Both methods send the client a confirmation email with an .ics calendar attachment.
Opening the appointment sheet
Section titled “Opening the appointment sheet”Booker doesn’t have a separate “new appointment” page — the form opens as an inline sheet right where you are. You can reach it from any of:
| Entry point | Where |
|---|---|
| + New button | Top-right of the header → choose New appointment |
| ⌘K / Ctrl-K | From anywhere → type “new appointment” → press Enter |
| Client profile | Tap Add Appointment (or Create Appointment for clients with no history) — the client is pre-selected |
| Availability Overview | Tap an open slot to create with that date / time pre-filled |
The same sheet handles editing — tap an existing appointment from the dashboard, calendar, or availability view.
Appointment details
Section titled “Appointment details”Every appointment includes:
| Field | Description |
|---|---|
| Client | Name, email, and optionally phone number |
| Service | The service being provided (sets default duration and price) |
| Date & time | When the appointment takes place |
| Duration | Length of the appointment (e.g. 30m, 1h, 1h 30m) |
| Price | Cost in GBP — can be £0.00 for free appointments |
| Location | Where the appointment takes place (place, virtual, or phone) |
| Notes | Optional notes visible to you and/or the client |
Payment tracking
Section titled “Payment tracking”Appointments can be free (£0) or paid. For paid appointments:
- Unpaid — the default state when an appointment is created
- Paid — mark manually, or automatically when the client pays via Stripe
Marking an appointment as paid
Section titled “Marking an appointment as paid”- Tap the appointment to open it
- Tap Mark as Paid
- The client receives a payment receipt email
Overlap detection
Section titled “Overlap detection”Booker prevents double-booking by checking for time conflicts when creating or editing appointments. If the new appointment overlaps with an existing one (accounting for any configured gap between appointments), you’ll see a warning.
Reminders
Section titled “Reminders”Booker sends automatic reminder emails to clients before their appointment. The reminder includes:
- Appointment date, time, and duration
- Location details
- Payment status and a payment link (if unpaid and Stripe is connected)
Each appointment tracks whether a reminder has been sent, so clients only receive one reminder per appointment.
Cancelling appointments
Section titled “Cancelling appointments”When you cancel an appointment:
- The appointment is marked as cancelled
- The client receives a cancellation email
- Your cancellation policy (if configured in Settings) is included in the email
- Cancelled appointments remain visible in your history but are clearly marked
Editing appointments
Section titled “Editing appointments”Tap any appointment to edit its details. When you save changes:
- The client receives an update notification email
- An updated
.icsfile is attached - If the date/time changed, the email clearly shows what was rescheduled
Email notifications
Section titled “Email notifications”Booker sends emails to clients at key points in the appointment lifecycle:
| Event | Email sent |
|---|---|
| Appointment created | Confirmation with full details and .ics file |
| Appointment updated | Update notification with changed details |
| Appointment cancelled | Cancellation notice with your cancellation policy |
| Payment received | Payment receipt |
| Reminder triggered | Reminder with appointment details and payment link |