> ## Documentation Index
> Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# The appointments calendar

> See and manage all your bookings on a day, week, or month calendar. Create new bookings, and confirm, complete, reschedule, or cancel appointments.

The **Appointments** calendar is where you manage bookings. Open it from
**Appointments** in the sidebar (under **Operations**). It shows your schedule in
**day**, **week**, or **month** views, in your **clinic's timezone**, and refreshes
on its own so you're always looking at the latest.

<Frame caption="Screenshot: the appointments calendar in week view, showing the location selector, staff filter pills, and the New booking button in the toolbar.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/appointments.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=4ba75d38a26644599d40e355ba097eb3" alt="The appointments calendar in week view" width="1440" height="900" data-path="images/appointments.png" />
</Frame>

## The toolbar

Above the calendar you'll find:

* **Day / Week / Month**: switch how much of your schedule you see at once.
* **Location selector**: choose which branch's calendar to view (if you have more
  than one).
* **Staff filter pills**: tap a staff member's pill to show only their
  appointments; tap again to include them back.
* **New booking**: create an appointment (see below).

## Create a new booking

Select **New booking** to open the **New Booking** modal.

<Steps>
  <Step title="Choose who it's for">
    Pick **Existing client** to book someone already on your books, or
    **Guest / Walk-in** for someone who isn't.

    * For an **existing client**, search for them by name.
    * For a **guest**, enter a **Guest name** and **phone number**.
  </Step>

  <Step title="Choose the treatment">
    Select the **Treatment** being booked.
  </Step>

  <Step title="Choose the staff member">
    Pick the **Staff** member, or leave it as **Any available** to let the clinic
    assign whoever's free.
  </Step>

  <Step title="Pick the date and time">
    Set the **Date** and **Time** for the appointment.
  </Step>

  <Step title="Create the booking">
    Confirm to add the appointment to the calendar.
  </Step>
</Steps>

<Tip>
  You can also start a booking from a client. Use **Book** on their
  [profile](/clients/client-profile) or **Book appointment** from the
  [Clients list](/clients/overview). The client is filled in for you.
</Tip>

## Booking statuses

Every appointment has a status that tells you where it stands:

| Status        | Meaning                                         |
| ------------- | ----------------------------------------------- |
| **Pending**   | Requested but not yet confirmed                 |
| **Confirmed** | Locked in and expected                          |
| **Completed** | The client attended and the appointment is done |
| **Cancelled** | Called off                                      |
| **No-show**   | The client didn't turn up                       |

## Manage a booking

Select any appointment on the calendar to open its detail. The actions you see
depend on the appointment's current status.

* **Confirm appointment**: for a **Pending** booking, confirm it.
* **Mark completed**: for a **Confirmed** booking, mark it done once the client
  has been seen.
* **No-show**: mark that the client didn't attend.
* **Cancel**: call off the appointment. You can add a **note** explaining why.
* **Reschedule**: move the appointment to a new date or time.

<Note>
  Marking a booking **completed** feeds the client's **visit history**. It counts
  towards their visit total on their profile and in the [Clients
  list](/clients/overview). It's worth marking bookings completed promptly so
  those records stay accurate.
</Note>

<Note>
  If your clinic books through an external platform, the client app explains the
  hand-off to your booking partner before it sends the client off-site, and shows
  a confirmation sheet with the steps they'll follow. See
  [Booking settings](/settings/booking).
</Note>

## Related

<CardGroup cols={3}>
  <Card title="Check a client in" icon="qrcode" href="/checkin/scan-checkin">
    Scan a client's QR when they arrive to award check-in points.
  </Card>

  <Card title="The client profile" icon="id-card" href="/clients/client-profile">
    See a client's full appointment history.
  </Card>

  <Card title="Booking settings" icon="calendar-check" href="/settings/booking">
    Choose between native booking and an external booking platform.
  </Card>
</CardGroup>
