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

  1. Clicks "Reschedule"
  2. Picks new time
  3. Confirms

Salon system: original destroyed, new one created.

Cancel

  1. Clicks "Cancel"
  2. Confirms
  3. 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

  1. "Book again" button
  2. New booking flow with previous service and staff pre-selected
  3. Just pick new time
  4. 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.
#időpontok#átfoglalás#lemondás#appointments#reschedule#cancel
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