Manage group appointments
Click any appointment in a group on the calendar to open the Group appointment panel. It shows the date, the primary contact and a card for each appointment in the group.
Update the status for everyone
Click the status next to Group appointment to change it for the whole group, for example to Waiting, In progress or No-show.
To cancel everyone, use Cancel group instead. See Cancel, delete or ungroup.
Manage one appointment in the group
Use the menu on an appointment card to work with just that person's appointment:
- View details or Edit appointment - open the appointment on its own. It shows Part of a group with a View group button to come back.
- Checkout - check out only this appointment.
- Make primary contact - hand the group over to this client.
- Remove from group - the appointment stays on the calendar as a normal appointment.
- Cancel appointment - cancel only this appointment.
The primary contact's appointment can't be removed or cancelled on its own. Make someone else the primary contact first, or cancel the whole group.
Add people to the group
Click Add appointment at the bottom of the panel and choose:
- New appointment - book someone new into the group.
- Existing appointment - pick an appointment already on the calendar that day at the same location.
Reschedule the group
- 1
Click the more options (three dots) button at the bottom of the panel and choose Reschedule group.
- 2
Pick the new date and Start time.
- 3
Tick Send notifications to clients to let everyone know, then click Save changes.
The earliest appointment moves to the new start time and everyone else keeps the same gap from it, so people booked 30 minutes apart stay 30 minutes apart. Completed and cancelled appointments aren't moved.
Check out the group
Click Checkout group to check everyone out in one sale. The primary contact pays, and each service is listed under the client it belongs to.
- Appointments that were already checked out on their own aren't charged again.
- A group with a no-show appointment can't be checked out together. Check out each appointment on its own instead.
Cancel, delete or ungroup
Click the more options (three dots) button at the bottom of the panel and choose:
- Cancel group - cancel every appointment. Any cancellation fee is charged to the primary contact.
- Delete group - delete every appointment in the group.
- Ungroup appointments - unlink the appointments. Each one stays on the calendar as its own booking, and the group note is deleted.
Group note and change history
The Note section at the bottom of the panel holds one note for the whole group. Each client's own notes stay on their appointment.
Choose View change history in the more options menu to see changes made to the group, like people added or removed, status changes and reschedules.