Scheduling
Calendar
Section titled “Calendar”The Calendar page is your central scheduling hub. It shows all your appointments in a daily view with time slots.
Viewing Your Schedule
Section titled “Viewing Your Schedule”- Day view (default): See all appointments for a single day
- Navigate between days using the arrow buttons
- Click “Today” to jump to the current date
Booking an Appointment
Section titled “Booking an Appointment”- Click on an empty time slot in the calendar
- Fill in the appointment details:
- Client — search by name or create a new client
- Service — select from your service menu
- Date and time — pre-filled from the slot you clicked
- Notes — optional notes
- Click Save
Or text your assistant: “Book Sarah for Thursday at 2pm for a Swedish Massage”
Rescheduling
Section titled “Rescheduling”- Click on an existing appointment
- Edit the date, time, or other details
- Click Save
Or text your assistant: “Move Sarah’s Thursday to Friday at 10am”
Canceling
Section titled “Canceling”- Click on an existing appointment
- Click Cancel Appointment
- Confirm the cancellation
Or text your assistant: “Cancel Sarah’s Friday appointment”
Waitlist
Section titled “Waitlist”The Waitlist manages clients who want to be booked but don’t have a confirmed slot yet.
Adding to Waitlist
Section titled “Adding to Waitlist”- Navigate to the Waitlist page
- Click Add to Waitlist
- Select the client, preferred service, and preferred days/times
- The client will be notified when a matching slot opens up
Reminders
Section titled “Reminders”BusyBook sends automated appointment reminders to clients.
Configuring Reminders
Section titled “Configuring Reminders”- Go to Settings > Scheduling > SMS Reminders
- Set when reminders are sent (default: 24 hours before)
- Customize the reminder message template
- Toggle reminders on/off per client or globally
Business Hours
Section titled “Business Hours”Your business hours determine when the calendar shows available slots and when the assistant will offer booking times.
Setting Hours
Section titled “Setting Hours”- Go to Settings > Scheduling > Calendar Sync (or use the setup wizard)
- Toggle each day on/off
- Set opening and closing times
- Changes take effect immediately
Follow-Ups
Section titled “Follow-Ups”Automated post-session follow-ups help with client retention.
- Go to Settings > Scheduling > Follow-Ups
- Configure timing (e.g., 24 hours after session)
- Customize the follow-up message
- The assistant can send personalized follow-ups based on the session