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 — the Internal Notes field doubles as a running notes pad for the checklist)
• Tick checklist tasks — see Checklist below
• 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.

Checklist

When an appointment is created from a type that has a Checklist Template assigned, a Checklist section appears on the slide-over with each task as a row.

• Tick a task → BridalOp stamps the row with the staff member's first name + a timestamp (e.g., "Sarah · 2:14 PM")
• Untick → removes the stamp
• Activity log → every tick and untick is written to the appointment's activity log so you can audit who did what and when

The tasks come from the template — adding or removing tasks on the template affects future appointments. Completions already recorded on past appointments are preserved even if the template later changes.

Use the appointment's Internal Notes textarea for any free-form running notes that don't fit the structured task list.

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.

Day-of-Week Restrictions

Appointment types can be restricted to specific days of the week using the Available Days setting in Booking Settings. For example, you might only offer Bubbly Appointments on Saturdays, or restrict Bridesmaid Fittings to weekdays.

• Select which days (Mon–Sun) the appointment type is available
• Leave all days unchecked to make it available every day
• Restricted days are greyed out on the customer-facing booking calendar
• Also enforced server-side, so the restriction can't be bypassed

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
7. Day-of-week restrictions — appointment types with Available Days configured are only shown on those days

Public Booking Portal

Customers book online through your public booking link (see Booking Settings). The flow walks them through a few short steps:

1. Pick a location — only shown if you have multiple locations. Per-location booking links skip this step entirely.
2. What are you here for? — only shown when at least one Appointment Category exists. Brides pick a category first (e.g., Bridal, Bridesmaid, Service Visits) and then only see the appointment types in that category. Uncategorized types surface under a synthetic Other bucket.
3. Pick an appointment type — only types with Show on public booking page enabled are listed. Types marked Staff only are skipped here even though staff can still create them manually from the calendar.
4. Pick a date and time — driven by business hours, fitting rooms, day-of-week restrictions, and any Appointment Conditions on the type.
5. Customer details + custom questions — including any conditional fields configured under Custom Booking Questions.
6. Payment — required when the type has a Deposit to Book; charged via your connected payment gateway.

If every appointment type is hidden from the public booking page (all toggled to staff-only), the page falls back to an empty-state message: "Online booking is currently unavailable — Please call the boutique to book your appointment. We'd love to hear from you."

After booking, customers can manage their appointment via the unique manage link in their confirmation email — no login required. From the customer portal they can also:

• View their upcoming and past appointments
• See appointment details (date, time, type, location, deposit status)
• Reschedule or cancel via the manage link

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