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How to create appointments

Book appointments, block out time for a worker or space, and search for upcoming appointments

Updated over a week ago

Noted’s scheduling system allows you to easily book a service in the right place, with the right person, at the right time. If you work across multiple spaces, either on your own or within a team, the process of creating appointments is slightly different.

To schedule an appointment:

  1. Navigate to Scheduling via the switcher

  2. In the right-hand sidebar, click Appointment

  3. Select the service you are looking to book

  4. Select a Worker and Space, or leave these as they are

  5. Specify a period for this appointment from the Search Period drop-down

  6. Click Search for availability

  7. Select a date from the list or, using the Booking Calendar view, you can select an appointment from a white highlighted area. Click in the white highlighted area to make the booking

  8. Add a client to the appointment

  9. Add further notes if required then click Save

Tip: For new clients, click the Create new client button and fill in the required details.

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