Appointments

The Appointments page is your scheduling hub — view, create, reschedule, and manage every appointment from a single screen. It supports both a visual calendar and a sortable list view, with powerful filters, drag-and-drop rescheduling, and time blocking.

Calendar vs. List View

Toggle between two modes using the buttons in the top-right header:

• Calendar — visual week/day/month grid powered by FullCalendar. Shows appointments as colored blocks with customer names and times.
• List — table layout with columns for date/time, customer, type, consultant, party size, and status. Includes a search bar for filtering by customer name.

Calendar View Modes

Three zoom levels are available via the buttons above the calendar:

Mode	Shows	Best For
Month	Full month grid with appointment dots	Seeing overall booking density
Week	7-day time grid (7 AM – 9 PM)	Default view — managing the current week
Day	Single day time grid	Detailed view of a busy day

Navigate between periods using the < > arrows, or jump back with the today button.

Filters

Five filter dropdowns sit above the calendar. All filters combine with AND logic — selecting "Confirmed" status and a specific consultant shows only that consultant's confirmed appointments.

Filter	Options
Consultants	All Consultants, or a specific team member
Statuses	All, Pending, Confirmed, Arrived, In Progress, Completed, No-Show, Cancelled
Types	All, or a specific appointment type (e.g., Bridal Fitting, Bridesmaid, etc.)
Rooms	All, or a specific fitting room
Sources	All, Public Booking, Staff, Phone, Walk-in

Creating Appointments

New Appointment Button

Click New Appointment in the header to open the full creation form. Fields include:

• Customer — search existing customers or create a new one inline (first name, last name, email, phone)
• Appointment Type — selects from your configured types, which determines duration, available rooms, and custom fields
• Date — date picker
• Time Slot — available slots are calculated based on business hours, existing bookings, room availability, and calendar blocks. Displayed as a grid of 30-minute intervals.
• Consultant — assign a team member or leave unassigned
• Fitting Room — filtered by appointment type restrictions and party size capacity
• Party Size — up to the type's maximum
• Notes — customer-facing notes
• Internal Notes — staff-only notes
• Custom Fields — dynamic fields configured per appointment type (text, phone, number, select, checkbox, file upload, address, etc.)

Click and Drag (Calendar)

Click and drag on any empty area of the calendar to select a time range. This opens the Block Time modal pre-filled with the selected times — useful for quickly blocking off lunch breaks, meetings, or closed hours.

Block Time

Blocks represent unavailable time on the calendar. Use them for lunch breaks, staff meetings, cleaning time, or anything that shouldn't be booked over.

Click the Block Time button in the header or click-and-drag on the calendar to create one.

Block Time Fields

Field	Description
Title	Name for the block (e.g., "Lunch Break")
All Day	Toggle for full-day blocks
Start / End	Date and time range
Assign To	A specific consultant or "All Staff"
Color	Custom color with hex picker
Repeat	None, Daily, Weekly, Biweekly, or Monthly (generates up to 12 future instances, max 90 days)
Notes	Optional internal notes

Blocks appear on the calendar with a dashed border and slightly transparent styling to distinguish them from appointments. They can be dragged to reschedule and clicked to edit or delete.

Drag and Drop Rescheduling

Appointments and blocks can be moved by dragging them on the calendar:

• Appointments — dragging opens a confirmation modal showing the old time (with strikethrough) and the new time. You can check "Notify customer about this change" to automatically send a rescheduling email before confirming.
• Blocks — dragging updates immediately without confirmation.
• Restrictions — completed and cancelled appointments cannot be dragged.

Appointment Detail (Slide-Over Panel)

Click any appointment on the calendar or in list view to open the detail panel on the right side. From here you can:

• Change status — select any status from the dropdown
• Reschedule — pick a new date and time slot
• Reassign consultant or fitting room
• Update party size
• Edit notes (customer-facing and internal)
• Edit custom field responses
• Cancel the appointment — trash icon button at the bottom

The panel also displays the appointment source (Public Booking, Staff, Phone, Walk-in) as a read-only badge.

Appointment Statuses

Status	Color	Meaning
Pending	Amber	Awaiting confirmation
Confirmed	Green	Confirmed and scheduled
Arrived	Rose	Customer has arrived
In Progress	Rose	Appointment is happening now
Completed	Green	Finished successfully
No-Show	Red	Customer didn't show up
Cancelled	Gray	Appointment was cancelled

Visual Indicators on Calendar

• Cancelled appointments show diagonal stripe pattern with reduced opacity
• No-Show appointments appear at 40% opacity
• Each appointment is color-coded by its appointment type

Color Coding

Appointments inherit their color from their appointment type. The default color is rose (#BE185D) if no type color is set. In list view, a colored dot appears next to the type name.

Availability & Slot Calculation

When creating or rescheduling, available time slots are calculated automatically based on:

1. Business hours — your configured open/close times per day of week
2. Holidays — dates marked as closed return no slots
3. Existing bookings — occupied rooms are excluded
4. Calendar blocks — "All Staff" blocks remove those time slots entirely
5. Room restrictions — only rooms that allow the appointment type and accommodate the party size are considered
6. Duration + buffer — the appointment type's duration and buffer minutes determine slot length

Public Booking Portal

Customers who book through your public portal (yourbookinglink/portal) can:

• View their upcoming and past appointments
• See appointment details (date, time, type, location, deposit status)
• Reschedule or cancel via a unique manage link (no login required)

Appointments booked through the portal appear on your calendar with a "Public Booking" source badge.