Viewing appointments in the portal
How customers see and manage their bookings, including past appointments
Appointments in the portal
The portal's main landing area is appointment management.
Where in the portal
After login, the Appointments section. Two tabs:
- Upcoming: future bookings
- Past: already happened
What customer sees
Each booking card:
- Service name and duration
- Staff (if configured to show)
- Date and time
- Location
- Price
- Booking status
- Action buttons (Cancel, Reschedule, Book again)
Actions on upcoming bookings
Reschedule
- Clicks "Reschedule"
- Picks new time
- Confirms
Salon system: original destroyed, new one created.
Cancel
- Clicks "Cancel"
- Confirms
- Optionally provides cancellation reason
Booking status → Cancelled.
Limits
Online reschedule and cancel only work within Booking Window rules. Too late, error.
Actions on past bookings
Book again
- "Book again" button
- New booking flow with previous service and staff pre-selected
- Just pick new time
- Confirm
Use case scenarios
Scenario 1: Loyal 6-week customer
Logs in, "Book again" on 6-week-old booking, date tomorrow. 30 seconds.
Scenario 2: Customer reschedules
Friday → Saturday. Logs in, "Reschedule", picks new time. Auto-updates calendar.
Scenario 3: Customer cancels
Got sick. "Cancel" button, reason "Got sick". Slot freed.
Scenario 4: Last-minute attempt
10pm tries to reschedule 9am. Window rule 12 hours. Error. Customer calls, reception handles.
Tips
- "Book again" is gold for returning customers.
- Cancellation reason can be required.
- Booking window rules apply here too.
- No-show fees still trigger.
- Multi-location: customer sees their location.