Manage Service Appointments in the Appointment Modal

Managing service bookings faster with the appointment modal. Edit appointments, create blocked slots,

duplicate bookings and view resources from the Appointment modal.

What is the Appointment Modal for Service Appointments?

The Appointment modal is the side-panel where admins and staff review and take action on a single Service booking. It centralizes essential tasks such as editing details, rescheduling and duplicating, so teams can maintain accurate calendars with less back-and-forth.

Key Benefits of Managing Service Appointments

• Edit and reschedule services without leaving the page.
• Block time from the same modal.
• Duplicate bookings for repeat or similar clients

How to Access the Appointment Modal for Service Appointments

1. 1Go to Calendars → Calendar View (or Appointment List View ) → Services.
2. 2Click any appointment to open Booking Details in the side panel (the Appointment modal).

For more information, see: Calendar View – Services.

Edit Service Appointments

Edit Unpaid Appointments

Users can fully modify unpaid Service Appointments directly from the edit screen without needing to cancel or rebook. This make it easier to handle last-minute requests, corrections or changes, with far less friction.

Users can now update nearly all appointment details with ease, including the ability to:

• Add/remove Services
• Add/remove Add-Ons
• Change Staff or Service Variants
• Change Location, appointment title, appointment date/time, timezone, or coupon codes

To edit an unpaid service appointment, follow these steps:

1. 1Select the Appointment you want to edit then click the pencil icon to open the editor.
2. 2.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save.

Enhanced Support for Paid Appointments

Paid appointments remain locked for structural changes (e.g., service or staff), but you can now duplicate appointment to quickly clone the appointment, make edits, and rebook without starting from scratch.

A clear message in the edit screen that explains what's editable and what’s not, so there’s no confusion.

Duplicate Service Appointments

The Duplicate Appointment button is available in the appointment modal. With one click, you can create a new booking carrying over all the same details, making it much faster to set up repeat or similar appointments without re-typing everything.

To duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon.

Blocked Slots on Your Service Calendar

Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings.

To create a blocked slot, follow these steps:

1. 1Click New Booking in your calendar.
2. 2Switch Event Type to Blocked Slot.
3. 3Select date/time, title and staff then click Block Time.

Show Resource in Appointment Modal

The appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation.

Use Custom Values in Service Notifications

Two custom values that can be used in calendar notifications:

• Meeting Location Name (short label instead of full address)

These provide dynamic details you can use to personalize confirmations, reminders, and other customer touch points.

1. 1Go to Calendars → Calendar Settings → Notifications.
2. 2Open the template (confirmation, reminder, etc.).
3. 3Save and test.

Frequently Asked Questions

Q: Can I change the staff or service after payment is collected? Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with changes.

Q: What carries over when I duplicate an appointment? Contact, services, add-ons, staff/resource, meeting location, and notes typically carry over. Adjust anything needed before booking the copy.

Q: Does rescheduling a paid appointment change the existing order or payment? No. The payment remains associated with the original booking.