Calendar Settings

Modified on Wed, 11 Jun at 4:57 PM

In this article, we will look at the meaning of each setting under the Calendar section on the Settings page.

Setting	Description
Take Appointments	This setting determines whether your business takes appointments or walk-ins only.
Schedule Classes / Events	This setting allows classes or events to be created and scheduled. Learn more here
Multi-Staff Appointments	This setting allows different staff members to be assigned to each service within one appointment. Once enabled, it cannot be disabled. Learn more here
Disconnect services by default	For accounts with the Multi-Staff Appointments setting enabled, when an appointment includes multiple services, if the services are disconnected, they can be moved independently from each other. Learn more here
Allow clients to be added to the waitlist?	If enabled, the Waitlist feature will be visible on the schedule. Learn more here
Make waitlist same-day only?	When enabled, we will look at the working hours to determine both the next available employee and the estimated wait time. If there aren't any slots available for the rest of the day, it returns N/A for the estimated wait time.
Waitlist maximum	You can limit how long the waitlist can expand, i.e., if the wait time exceeds x hours, clients cannot be added to the list. The minimum and maximum values allowed are 0.5 hours (30 minutes) and 24 hours, respectively. Learn more here
Display waitlist appointments on Day View?	Any client that is added to the waitlist will be shown as a striped block on the selected staff member’s schedule for the next available appointment slot. This will minimize the possibility of accidentally scheduling new appointments in front of clients who are waiting. Learn more here
Enable Split View	Split view displays your waitlist on the same screen as a list of in-service appointments so you can see the state of your store at a glance. This view is designed primarily for walk-in businesses. Learn more here
Color Code Appointments Automatically	Appointments can be color-coded in three different ways: by appointment status, by staff member, or by service variation. Learn more here.
Change Status to Completed:	You can choose how appointment statuses are marked as Completed in your system. This setting determines when an appointment is considered finished in the schedule. Available Options: Automatically, based on service duration: The appointment status will automatically update to Completed once the scheduled service duration has elapsed. Automatically, when the ticket is closed: The appointment status will automatically update to Completed as soon as the associated ticket is closed. Manually, by updating the status: The appointment status will remain unchanged until you manually mark it as Completed.
Automatically Check-Out already Checked-In appointments when ticket is closed	When this setting is enabled, the system will automatically mark appointments as checked out if they were previously marked as checked in, once the associated ticket is closed. This helps ensure appointment statuses remain accurate without requiring manual update.
Do Not Update Duration When Completing Appointments Via Appointment Modal	If this setting is enabled, the appointment end time will NOT be updated when the appointment is completed automatically or manually
Display appointment count in Calendar:	Enabling this setting allows you to track the number of appointments and available booking slots for each staff member directly on the calendar. When toggled to "Yes", a count will appear on the scheduler for each staff member. You’ll also have the option to choose which appointment statuses (e.g., Scheduled, Confirmed, Checked-In) should be included in the count. Learn more here
Enable Filtering Appointments that are being checked in or checked out today	This setting allows you to filter appointments in the Day and Agenda views to show only those that are being checked in and/or checked out on the current day. This is especially useful for businesses that manage multi-day appointments, as it helps staff easily identify which clients are arriving or departing today. Learn more here.
Enable Service Multiplier Settings	Enable Service Multiplier Settings - This setting enables total price calculation for multi-day appointments based on duration and service price multipliers. Appointment Duration Multiplier - Automatically calculates the total cost for each service and add-on by multiplying the base price by the number of nights in the appointment. Instead of adding the same service multiple times, you can schedule it once and use this feature to determine cost by duration. Learn more here. Service Price Multiplier - Allows you to book services in units, then multiplies the unit count by the base service price to determine the total cost. The multiplier is set directly in the appointment modal. Learn more here.
Update duration when appointment is auto completed	This setting is only visible when the "Change Status to Completed" setting is set to "Automatically, when the ticket is closed." When enabled, it will automatically update the appointment duration whenever the associated ticket is closed and the appointment status is updated to completed. If the appointment's start time has passed but the end time has not and the associated ticket is closed, the appointment duration will be to reflect the time when the ticket was closed. If the appointment's start and end time has passed and the associated ticket is closed, the appointment duration will remain unchanged. If the appointment's start and end time has not passed
Allow "Client Quick-Add"	Quick Add allows you to create a client from the new appointment modal with just client's name, email, and phone number.
Require Mandatory Client Fields To Be Completed Before Checkout	When this setting is enabled, all required client fields must be filled out before the ticket can be printed, and the appointment can be checked out. You need to link the article as well.
Permit Walk-ins Without Client Records	Allows booking appointments for walk-ins without specifying a client.
Allow Redo Appointments	Redo Appointments are services performed at no charge to the client. Once enabled, the redo button will only appear on completed appointments. Learn more here
Should Original Staff Member Receive Service Commissions On Redos?	If disabled, when a redo is done the commission for the original service will be deducted. So if John has an appointment with 3 services from which 1 service was redone by Mary, John will get commission only for the 2 services and Mary will get a commission for the redo service. If enabled when a redo is done, the revenue and commission for the original service will not be affected. For instance, if John has an appointment with 3 services from which 1 service was redone by Mary, John will get commission for all 3 services for the original appointment and Mary will get commission for the redone service.
Store Client Credit Cards?	Storing Client's Credit Card on the Booking Widget - Learn more here Storing Client's Credit Card In-Store - Learn more here
Require a description when booking a class	If enabled, a class cannot be scheduled without a description.
Show Appointment Start Button	When this setting is enabled, a “Start Service” button will appear on the appointment modal. The button is only visible for same-day appointments. It will not appear on completed appointments. Learn more here However, if you use both the 'Update duration when appointment is auto completed' setting along with the start button, appointments will be updated based on when the start button is clicked. If the appointment's start time has passed and the start button is clicked, the start tie will be updated to the time the start button is clicked
Prerequisite Services	This setting allows you to require clients to complete specific services before they can book another service. Use this to enforce service sequences (e.g., an initial consultation before a procedure). Learn more here.
Enable Employee Appointment Intake Forms	This setting allows you to configure employee intake forms on appointment modals to be completed by your staff members. Learn more here.
Employee intake form label	This setting allows you to customize the name of the employee intake form.
Show Previous Values On Employee Intake Forms	When enabled, this setting automatically pre-fills employee intake forms with values entered during the client’s previous appointment. This saves time and ensures consistency across visits. Learn more here.
Enable Icon Custom Field	This setting allows you to activate the "Icon" field type when creating custom fields, enabling you to visually represent field values using icons. Learn more here
Enable Appointment Service Status	When enabled, this setting allows you to track the progress of individual services within a multi-service appointment. You’ll be able to see which services have been completed and which are still pending. Learn more here.
Show Appointments in Agenda View Sorted by Start Date/Time	This setting allows appointments to be sorted by their start date and time. In cases where multiple appointments start simultaneously, they are then sorted by their end date and time, prioritizing those that end earlier. If appointments still coincide in start and end times, further sorting is done alphabetically by customer first name, and for pet businesses, by pet name.
Display Service Count on Appointment Tiles	This setting allows you to have appointments display a visit count on the schedule that will reflect the number of appointments a client has completed for each service category. Learn more here