Appointments

Appointments 

In this article, we’ll walk through the Appointments section and explain how to manage your calendar, view bookings, and create schedulers.

The Key Steps

1. Navigate to Appointments

Click on the Appointments section in the left-hand navigation menu.

You will see three sub-navigation tabs:

  • Calendar
  • All Appointments
  • Schedulers

2. Use the Calendar View

Click Calendar.

Here, you can view appointments by:

  • Day
  • Week
  • Month

On the calendar, you can:

  • See scheduled appointments
  • Identify confirmed or canceled bookings
  • Click into an appointment to edit details
  • View Google Calendar sync (indicated by the Google icon if connected)

If Google Calendar Sync is enabled, appointments will sync between your CRM and Google Calendar automatically.

3. View All Appointments (List View)

Click All Appointments.

This provides a list view of every appointment.

You can:

  • Sort by Scheduler
  • Filter by specific schedulers
  • Review appointment details in a structured list format

This is helpful if you prefer a sortable, filterable table view instead of a calendar layout.

4. Create a New Scheduler

Click New Scheduler.

You will configure the following:

Basic Information

  • Scheduler Name
  • Slug (used in the booking URL)
  • Description
  • Meeting Type:
    • In Person
    • Phone Call
    • Video Conference
  • Address (if applicable)
  • Duration
  • Color (for calendar display)

You can also enable:

  • Google Calendar Sync
  • Group Booking (set number of available seats)
  • Minimum Notice
  • Maximum Days in Advance
  • Buffer Time (before/after appointments)

5. Set Availability Hours

Click Hours.

Here, you define when people can book.

For example:

  • Monday–Wednesday
  • 12:00 PM – 5:00 PM

You can:

  • Add multiple availability windows per day
  • Prevent double booking using buffer times
  • Control how far in advance appointments can be scheduled

6. Configure the Booking Form

Click Form.

This determines what information is collected when someone books.

Default fields may include:

  • Name
  • Email (can be required)
  • Phone
  • Notes

You can also:

  • Add new custom fields
  • Choose field types:
    • Text field
    • Paragraph (long text)
    • Email
    • Phone
    • Dropdown

You can map fields to contact properties so that:

  • A new contact is created, or
  • An existing contact is updated

7. Set Confirmation & Reminder Messages

Click Messages.

Here, you can configure:

  • Booking Confirmation (Email, SMS, or both)
  • Reminder Messages (e.g., 1-hour, 2-hour, 24-hour reminders)

You can:

  • Use Merge Tags
  • Customize message content
  • Enable or disable each reminder

8. Configure Confirmation Behavior

In the Confirmation section, choose what happens after booking:

  • Display a custom confirmation message
  • Redirect to a specific URL (e.g., Thank You page)

9. Save & Share the Scheduler

Click Create.

Once created, you can:

  • Open the booking page
  • Copy the direct booking link
  • Turn the scheduler on or off
  • Edit settings anytime

You can also:

  • Click Embed
  • Use an iframe to place the scheduler on your website
  • Share the direct booking link externally

The Appointments section allows you to manage scheduling, automate confirmations, and streamline bookings for your studio.

If you have any questions about Appointments, please reach out to the Market Muscles Support Team.