Your calendar, day to day

The calendar is where the day runs. Most of what you do on it takes one tap or one drag.

Moving a booking

Drag a booking to a new time, or to another person's column, and drop it. You're asked whether to tell the customer, and the new time goes out by email or SMS if you say yes. On a phone or tablet, press and hold the booking for a moment until it lifts, then drag; a plain tap opens it, a swipe scrolls.

Moving blocked time

A one-off block, such as a lunch or a delivery, drags the same way. A weekly block is a rule rather than a slot, so it moves from its own sheet: open it and change the time there.

Two or more people in week view

Tick two or more people in the team picker and each day splits into a column per person, side by side, so a fortnight of two people reads at a glance. Drag an appointment into a colleague's column to move it to them. Click the day at the top for the day's card, or a name for that person's. If you'd rather see everyone in one column per day, choose Combined under Settings, Calendar.

Changing a visit

Open the booking and press Edit booking to change the services, the extras, who takes it, the day and time, the length, the price of a service priced from, and the notes.

Length. The services and extras add up to a length, and that's what the visit takes unless you say otherwise. Set it in New booking as you book, or later in Edit booking, for this visit only: a lash set that needs the extra half hour, a fill that never takes the full slot. The service itself keeps its usual length for everyone else. The whole length is held on the calendar, and the warning about another booking checks all of it. A repeat booking gives every visit the same length. The time you add stays with the visit: add or remove a service or extra and the length moves by that item's own time, so a 3-hour visit with a 15-minute extra becomes 3 hours 15. Moving the visit to another time or team member keeps its length.

Final price. When a booking has a service with a from price ("from $200"), New booking and Edit booking show Final price (optional), with a box for each of those services. Type the price you quoted and that's the price for this visit: the deposit is worked out from it, the customer sees it from then on instead of an estimate, and checkout opens at it. A promotion or a promo code doesn't come off it. Leave it blank and the visit stays "from": you set the price at checkout, as before. The service keeps its from price for everyone else. A repeat booking gives every visit the price you type. A service a package session pays for has no box. If a deposit was already asked for, the amount asked stays as it was.

Quicker still: on the calendar, drag the bottom edge of a booking down or up and let go. The new length saves straight away. Blocked time stretches the same way.

Notes on a visit

A booking carries two notes, kept apart so neither overwrites the other:

• Booking note. The note made with the booking: what the customer typed when they booked online, such as "same as last time", or what you added when you booked it for them. You can change it in Edit booking.
• Visit note. Yours. What you did and what to do next time: the curl and lengths, the colour formula, how the skin reacted. Type it straight into the box on the booking and it saves when you click away. It's also in the checkout, with last time's note shown above it, because that's when it's freshest. Written during or after the visit, on any booking, finished ones included. Only your team sees it.

Last time's notes

Open any booking and you'll see Previous notes: any note pinned on the customer's profile, then each earlier visit's notes, newest first with the date and service. Your visit note first, the booking note under it. Right there before the customer sits down, without opening old bookings one by one. The same visit notes show under each visit on the customer's profile. Longer notes about the person live on their profile's Notes tab and stay there unless you pin them; see Notes on a customer.

Zooming in to 15-minute slots

The calendar shows slots of an hour to start with. If your visits are short, or you want to see exactly where 9:15 falls, zoom in: the control beside the date switches to 30-minute or 15-minute slots. Each slot gets a row of its own, with its time down the side, so an hour grows as you zoom. Bookings grow with it, so a 15-minute visit has room for its name and service.

Zooming changes what you see, not what you can book. Dragging, resizing and tapping an empty time land on the quarter hour at every zoom. Your choice is yours alone, it never changes a teammate's calendar, and it follows you to any device you log in on.

Reading the day on a phone

A short booking shows its time, the customer and the service on one line, so a day reads without opening anything. Taller bookings carry the service underneath and the times below that. Month view shows the service beside each name too.