Scheduling (Bookings)
The Scheduling module lets you manage appointments, time slots, and reservations — for salons, clinics, training centres, consultancies, or any service-based business.
Views
Calendar
Calendar View — Day, Week, and Month grids. Each appointment appears as a colour-coded block. Drag to reschedule. Click to view details or check in a customer.
Creating a Booking
Open the Bookings module
Click Scheduling in the left menu.
Click a time slot
Click directly on the calendar, or click + New Booking.
Fill in details
- Customer — search existing customers or create a new one inline
- Service — select from your product/service catalog
- Staff — assign to a team member
- Date & time — start and end time
- Notes — internal or customer-facing notes
Confirm
Click Save. The booking appears on the calendar and the customer receives a notification (if enabled).
Booking Statuses
| Status | Meaning |
|---|---|
| Scheduled | Confirmed and upcoming |
| Checked In | Customer arrived |
| Completed | Service delivered |
| No Show | Customer did not arrive |
| Cancelled | Booking was cancelled |
Staff Availability
Set working hours for each staff member under Settings → Staff. The calendar will only show available time slots when creating a booking.
Blocked times (e.g. lunch breaks, days off) are also respected — they appear as grey on the calendar.
Reminders & Notifications
Configure automatic reminders via:
- In-app notification
- Zalo OA message (if integrated)
- Messenger message (if integrated)
Reminder timing is set per workspace (e.g. 24 hours before, 2 hours before).
Linked Records
Each booking is automatically linked to:
- The customer record (appears in their activity timeline)
- An order (if the booking is paid, an order is created)
- A task (optionally, create a task for the responsible staff)