Staff, service and resource availability
Combine working hours, service eligibility, appointment duration, preparation time and shared resources. Define closures and exceptions as well as ordinary availability.
Services
Build the rules behind the available times.
Scope a scheduling project around the service people book and the staff process that supports it.
Booking and staff controls
Guide customers through valid choices and give authorized staff clear ways to create or change an appointment. Confirm availability again when the booking is committed.
Rescheduling and cancellation
Agree cutoffs, permission rules and what happens to the old slot. Track the current appointment so a late reminder does not describe a superseded time.
Deposits and reminders
Connect supported payment and messaging providers where appropriate. Define pending, failed and completed payment behavior. Approve recipients and message timing before live tests.
Calendars and other systems
Choose which system owns the booking and which calendars are copies or availability inputs. Handle failed syncs and repeated updates without creating duplicate appointments.
Recurrence and waitlists
Review each occurrence against its needed resources. Decide what happens when one date conflicts, or when an offered waitlist slot expires.
Outline your first booking flow. For broader customer records, see CRM integration.