Manage appointments: reschedule, cancel and book by phone
Once bookings come in, the work is keeping them straight: who's coming, what they've paid, and what's changed. Here's the day to day in the scheduling hub.
1:27 · Video 6 of 13 · Captions available. Every screen is a real NurtureSite demo site (Greenline Landscaping Co.); the businesses, people and records are fictional.
Transcript
Keeping bookings straight
Once bookings come in, the work is keeping them straight: who's coming, what they've paid, and what's changed. The hub shows every appointment in your week, whether it's confirmed, waiting on
Your week
payment, or held while someone pays. Use the arrows to move between weeks, and Today to jump back.
One appointment and its payments
Open an appointment to see the service, the time and the customer. Under Payments are the price, the deposit already paid, and the balance due. Invoice balance sends them a link to pay the rest.
Change or cancel
Plans change. Switch the service, the staff member or the time here, preview any difference in price, then update. For a simple move, use Quick reschedule. And if it's off, cancel the appointment.
Book it yourself
When someone calls, book them yourself. Click an open time on the calendar, find the household or add a new one, and click Book.
Emails that follow
Every change sends the right email on its own: confirmed, rescheduled, cancelled, and a reminder before the visit. Edit the wording any time under Email notifications.
Pro tip and your turn
Pro tip. Use Block time on the same panel for lunch, travel or a day off, so nobody can book it. Your turn. Open next week in your hub and book a test appointment for yourself. Next up: group classes and waitlists.
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