Managing appointments

View appointments

site admin → Scheduling hub lists upcoming appointments (confirmed, pending payment, held).

Open Scheduling → appointments → {id} for full detail. From the appointment page you can see price, deposits paid, and balance due, then send an invoice for the remainder when Stripe Connect is ready.

Invoice remaining balance

When a service has a price and the customer has paid only a deposit (or nothing yet):

1. Open the appointment.
2. Click Invoice balance (requires customer email and Connect).
3. The customer receives a pay link to complete Stripe Checkout.

List and resend invoices under site admin → Invoices. See Customer invoices.

Admin cancel

From appointment detail, cancel as administrator. Cancellation policy rules (notice period, fees) are enforced for customer-facing cancels.

Customer self-service

Customers receive a manage link in confirmation email:

/book/manage/{token}

They can view details and cancel if your policy allows.

Confirmation emails

When an appointment becomes confirmed, a confirmation email is queued (requires mail configured on the site, e.g. Mailgun).

Edit templates under Scheduling → Email templates.

Lead activity

If the customer email matches an existing CRM lead, a booking may log activity on that lead record.

Pending payment

Deposits create a pending payment state until Checkout completes. Expired holds release automatically (scheduled job on the site).

Factory cancel

NurtureSite support may cancel via platform tools in rare cases; your site receives the update via API.