Documentation

Existing appointments can be opened, adjusted or cancelled at any time - e.g. for rebookings, staff absences or cancellations.

Opening an Appointment for Editing

There are basically 3 ways to edit an appointment:

1. Calendar view: click the event in the calendar.
2. List view: switch to List at the top right and click the row.
3. From the customer list: open the customer under JoomBook → Customers and click the appointment in the booking history (Upcoming / Past / Cancelled appointments). Handy when a known customer calls - you find their appointment directly via them.

Adjusting and Saving

In the edit panel you can adjust the appointment and also change the appointment status. When you save, JoomBook asks "Notify customer about these changes?" (Yes, send email / No, do not send email) - this choice is required.

Typical Cases

Case A - Moving an appointment to a different time on the same day

1. Open the appointment.
2. Choose the new time under Start time - only free times are offered.
3. Choose "Yes, send email" so the customer gets confirmation of the new time - if the customer is on the phone and does not want a confirmation, choose "No, do not send email".
4. Save.

Case B - A staff member falls ill and someone else takes over

1. Open the affected appointment.
2. Choose another available person under Staff member.
3. Choose "Yes, send email" so the customer is informed about the staff change - if the customer is on the phone and does not need a notification, choose "No, do not send email".
4. Save.

Case C - The customer cancels the appointment

1. Open the appointment.
2. Set the appointment status to Cancelled.
3. "Yes, send email" for the cancellation confirmation.
4. Save.

Case D - The customer does not show up (no-show)

1. Open the appointment or select it in the list.
2. Set the status to No Show (in the panel via the status selector, in the list via Actions → No Show).
3. Save.

This status is mainly for statistics - it lets you see whether a customer often books appointments and then does not attend.

Case E - Completing an appointment that took place and marking it as paid

1. Open the appointment.
2. Set the appointment status to Completed and the payment status to Paid.
3. Save.

Changing Multiple Bookings at Once

In the List view, select several appointments via the checkbox and choose a bulk action from the "Actions" dropdown at the top: Confirm, Mark Completed, Cancel Appointment, No Show or Delete (removes the appointments permanently).

Customer Cancellation

If a cancellation policy (hours) is set in settings, the booking confirmation contains a cancellation link. Up to the configured deadline before the appointment, the customer can cancel themselves.