The Schedule in MassageBook Manager gives you an at-a-glance view of your upcoming appointments and availability. From the Schedule, you can book and manage appointments, block time, and add availability.
Personal and Business Schedules
Depending on your account and business setup, you may have access to both a Personal Schedule and Business Schedule.
Your Personal Schedule displays appointments and availability specific to you as a service provider. If you're viewing your Personal Schedule, My Schedule displays at the top of the page.
Your Business Schedule allows you to view the schedule for the business and its staff. When viewing the Business Schedule, your Business Name displays at the top of the page.
To switch between your Personal and Business sections:
- Select the ☰ icon to open the side menu.
- Select the arrow below Dashboard.
- Choose the section you want to view.
Choosing a Schedule View
MassageBook Manager offers several ways to view your schedule:
- Agenda — Displays scheduled activity in a list.
- Day — Displays the schedule for a single day.
- 3 Day — Displays three days of the schedule at once.
- Week — Displays the schedule for the week.
Select your preferred view while on the Schedule to change how appointments and availability are displayed. You can also choose which view opens by default under Menu > App Settings > Default Schedule View.
Navigating Your Schedule
You can navigate through your schedule by swiping (horizontally or vertically, depending on your current schedule view) on the schedule directly or by selecting a date from the Calendar View, found by selecting the name of the month you are viewing at the top of the schedule.
When using the Day, 3 Day, or Week views, you can select an open area directly on the Schedule to begin adding an appointment, blocked time or new availability. The selected date and time will be entered automatically.
Select an existing appointment to open its Booking Details. From there, you can view appointment information and access additional actions for the booking.
Using the Quick Action Button
The + Quick Action button provides shortcuts to common scheduling actions and is available from the Dashboard and Schedule. Depending on your account and where you access the button, you can use it to:
- Book Appointment
- Block Time
- Add Availability
If you have access to multiple businesses or staff schedules, you may also be prompted to choose which business or staff member the action applies to.
Booking an Appointment
Select Book Appointment to schedule a new appointment.
The booking process allows you to choose the client, service, date, time, and staff member. Depending on the service and business setup, you may also be able to select a room or enter an out-call location: Booking an Appointment (Mobile)
If the client has an available prepaid Service or Series credit, eligible credits will also appear during booking: Booking a Prepaid Service or Series (Mobile)
Appointments can also be booked by selecting an open time directly from the Day, 3 Day, or Week Schedule views.
Blocking Time
Use Block Time when you need to make a period of otherwise available time unavailable for appointments: Adding Blocked Time (Mobile)
You can block:
- A specific period of time
- An entire day
- Time for a specific staff member
- Time that repeats daily, weekly, or monthly
Adding Availability
Select Add Availability to create One-Off Availability for a specific date: Adding One-Off Availability (Mobile)
One-Off Availability is useful when you want to work on a day you're normally unavailable or temporarily extend your normal working hours.
When extending existing availability, the new availability block should represent your complete availability for that day.
Managing Existing Appointments
Select an appointment from the Schedule to open its Booking Details.
From Booking Details, you can access actions such as:
- Editing the appointment: Editing an Appointment (Mobile)
- Canceling the appointment: Canceling an Appointment (Mobile)
- Marking the appointment as a No Show: Marking an Appointment as a No Show (Mobile)
- Managing applicable late cancellation or no-show charges: Charging for a Late Cancel / No Show (Mobile)
When using Agenda View, additional shortcuts are available by swiping on an appointment. For example, you can swipe to access options for editing, canceling, or marking an appointment as a No Show.
Note: Some options may differ for appointments that have already been prepaid.
Out-Call Appointments and Travel Time
When booking an out-call appointment, you'll select or enter the appointment location in addition to the client, service, staff member, date, and time: Booking an Out-Call Appointment (Mobile)
Travel Time blocks the amount of time needed before and after an out-call appointment. Your default Travel Time is based on your Out-Call Settings, but you can adjust it for an individual appointment when booking or editing the appointment.