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    Polski

    Manage appointments in the schedule

    Tulemi BusinessAppointments and clientsAbout 3 min to read

    Add appointments, confirm requests, and change booking times.

    In Schedule, choose a day or week. Use filters to narrow the view by employee, service, or booking status.

    Add an appointment manually

    Section titled “Add an appointment manually”
    1. Open Schedule and select the action to add a booking.
    2. Choose the client, service, provider, and time. If your permissions allow it, you can also add a client during this process.
    3. Review the details. If you see an overlap warning, check the schedule before deciding whether to continue.
    4. Save and reopen the appointment from the schedule to check its details.
    The blank schedule reservation form shows the client, time, and service fields.
    Adding a reservation manually
    1. Select a client if you want to link the booking to a contact.
    2. Check the start and end times.
    3. Choose the service.
    4. Create the booking after reviewing the details.

    Confirm, edit, or cancel an appointment

    Section titled “Confirm, edit, or cancel an appointment”
    1. Open the booking details. Use the confirmation action for a pending booking if you are accepting the request.
    2. To change a visit, edit the details and save. Check the resulting time and status.
    3. To call off a visit, use the cancellation action and confirm it. Verify that the booking status is canceled.