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

10. Let Clients Reschedule Their Own Appointments

Clients can move their own appointments with a reschedule link, without calling or messaging the studio.

  1. When an appointment is confirmed, the client is given a reschedule link in their confirmation or reminder messages.
  2. The client opens the link and picks a new time that is available.

When the appointment is moved:

  • Reminders automatically point to the new date and time
  • The client gets a notice confirming the change
  • The studio calendar updates automatically

This keeps everyone in the loop and cuts down on phone calls for simple reschedules.

11. Set a Blockout Date

Blockout dates close a scheduler on specific days so no appointments, classes, or check ins can be booked.

  1. Go to Appointments in the left-hand navigation menu.
  2. Click Schedulers.
  3. Open the scheduler you want to close, then open its Blockout Dates tab. Blockouts are set from the Scheduler, not from the calendar.
  4. Click Add Blockout Date and choose the date.

For a single day, set the Start and end to the same date, then choose Closed all day.

The blockout prevents bookings for that day across appointments, classes, and check ins.

12. Set a Partial Day Blockout

If you are only closed part of a day, set a blockout with a specific start time and end time instead of all day, so bookings are blocked only during that window.

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.