Manage customer appointments

Appointments is marked Coming soon. Only Magpie administrators can access it.

Open Appointments → Appointments to filter by Today, Upcoming, Past, or Cancelled. Open a booking to see its customer, service, staff member, when it was booked, and internal notes. Click the notes to change them.

Use New appointment for a phone or walk-in booking. Choose a service, staff member, available date and start time, then enter the customer's name and email. Magpie checks availability before it saves the appointment.

Each booking adds a Calendar event for the staff member and links the customer to a Contact with the same email address when one exists. A service's required Resource Booking resource is reserved with the appointment. The customer receives a confirmation email with a secure management link.

Customers can cancel or reschedule from that link until the notice period in Appointment settings begins. Rescheduling keeps the same staff member and checks the staff Calendar and required resource again. Cancellation releases the Calendar time and resource reservation.

A team editor changes an upcoming appointment from its record: Reschedule asks for the new date and start time, and Cancel appointment asks to confirm. Magpie emails the customer the new time or the cancellation.

After an appointment ends, its Status row offers Completed or No-show; choosing one saves it. Appointment activity also appears in the linked Contact's history. See Keep notes and follow-ups on a contact.

In the mobile app

Open Appointments from the app's tools. The list shows bookings in the selected Personal or team context. Upcoming starts with today, including appointments that have already ended today, then lists later days. Past and Cancelled show the other bookings. Staff is set to Mine when you take appointments; choose Everyone or one staff member to change it. Times are in the booking page time zone. When your phone uses a different time zone, the list and the appointment say which zone the times are in.

Open an appointment to see its time, status, service, price, staff member, required resource, customer and internal notes. Tap the customer's email address to write to them, their phone number to call them, or their name to open the linked Contact.

A team editor can tap Internal notes to change them, mark a past booking Completed or No-show, and use the menu to Reschedule or Cancel appointment. Rescheduling lists the times Magpie calculates for the same staff member on the day you choose. Choose Add in the list to book a service for a customer: choose the service, staff member, day and an available time, then enter the customer's name and email address. Magpie checks a new booking or new time again before it saves it. A booking, reschedule or cancellation also changes the staff member's Calendar event and any resource reservation, and Magpie emails the customer the confirmation, the new time or the cancellation.

Services, staff, weekly hours, the booking page and Appointment settings are not available in the mobile app.

For a booking problem, Contact support.