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Move, cancel, and check out an appointment

Everything that happens to an appointment after it's booked — walking it through the day, moving it, cancelling it, and sending it to the till.

3 min readUpdated August 7, 2026

Click any appointment on the grid and its panel opens beside the calendar. This is where an appointment spends the rest of its life.

The appointment details panel showing the client, the booked services, the current status pill, and the buttons to advance or cancel the appointment.
Clicking an appointment opens everything you can do to it.

Walking it through the day

There's one button, and it always shows the single next thing that happens. As you tap it, the status pill on the grid changes so everyone else can see where that client is without asking.

Where it is now The button says And then it's…
Unconfirmed Confirm Confirmed
Confirmed Check in Waiting
Waiting Start In service
In service Complete Completed

One button, one decision, no dropdown to hunt through.

Sending it to the till

Check out opens a sale already loaded with the services that were booked, at the prices the client was quoted, each one attributed to the stylist who did it. You are never re-entering what you just did.

Once someone is in the chair, checking out is the more likely next step than tapping Complete, so Check out becomes the main button on the panel and Complete moves underneath it. The panel then tracks that sale for you:

What you see What it means
Check out No sale yet. This opens one.
Continue checkout → Someone already started ringing this up. This takes you to that same cart.
View sale Paid and closed. This opens the receipt side of it.

Because the appointment remembers its sale, two people at two screens can't accidentally ring the same client up twice.

And paying finishes the visit. When the money is collected in full, the appointment moves itself to Completed — nobody has to remember to come back to the calendar and tap Complete. That button stays for the visit nobody pays for: a comp, a fix-it, a goodwill trim.

Moving an appointment

The fast way is to drag it. Press and hold, move it to a different time or a different stylist's column, and let go.

For anything more deliberate — a different day, a specific time — the details panel has date and time fields you can edit directly. Either way you get a Notify the client of the change checkbox, ticked by default.

Cancelling

Cancelling asks you which kind, because the three kinds are not the same thing:

  • Normal — they gave you notice.
  • Late cancellation — they cancelled inside your notice window.
  • No-show — they didn't turn up and didn't tell you.

Picking the honest one matters. It's what makes your reports able to tell you whether you have a cancellation problem or a no-show problem, and it's what your cancellation policy keys off when there's a fee involved.

Cancelled appointments stay on the grid as a thin red ribbon at the edge of the column. That's deliberate, and so is how small it is. You want to see the hole in the day, and you want the history still there next week when you're deciding whether this client gets asked for a deposit next time — but the hole is the point. The time is free again the second you confirm, so the ribbon steps aside: click the space beside it and you're booking someone new into it. Click the ribbon itself to reopen the cancelled visit.

Filling the hole

The moment you cancel, a message tells you what just opened up — "1

–2
PM with Nora is now free" — with Find someone beside it. That opens your waitlist with the slot already filled in and the matching already done: who wants this service, who'll see this stylist, who's been waiting longest. A star means the freed slot is with the stylist they asked for.

From there, Book puts them straight in. If someone beat you to the slot while you were reading, it says so and they stay on the list. Copy text gives you the "we have an opening" message to send — you send it, not us. Cancelling never texts your waitlist on its own.

If the appointment you cancelled has already been and gone, you won't be offered any of this. There's nothing left to fill.

Common questions

What's the difference between a cancellation, a late cancellation and a no-show?

They're three separate outcomes because they mean three different things to your business, and your cancellation policy can treat them differently. A normal cancellation is someone giving you notice. A late cancellation is someone cancelling inside your notice window. A no-show is someone who simply didn't turn up.

Can I cancel without telling the client?

Yes. There's a 'Notify the client' checkbox on both the cancel and the move confirmations, ticked by default. Untick it when you've already spoken to them — there's no point in an automated message contradicting the conversation you just had.

I moved an appointment by mistake. Can I undo it?

Drag it back. There's no separate undo history, but nothing is destroyed by a move, and the client only hears about it if you leave the notify box ticked.

Can I skip straight from Confirmed to Completed?

The button walks one step at a time, because each step is what makes the status on the grid meaningful to everyone else looking at it. If someone arrives and goes straight into the chair, tapping through two steps takes a second.

Do I still have to press Complete after I've taken the money?

No. Taking payment in full completes the appointment for you — the visit is over, so the grid says so. Complete is still there for the visit nobody pays for, like a comp or a fix-it appointment.

Someone already started the checkout. Can I open a second one?

No, and that's the point — an appointment gets one sale at a time, so two people at two screens can't ring the same client up twice. Whoever opens the panel next sees Continue checkout and lands on the cart that already exists.

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