*** This change is in beta version ***

Schedulista is continually updated to improve performance and to better help with your appointments.

We are currently testing new flows to the way you set appointments, cancel appointments, and reschedule appointments directly on your calendar. These add a helpful step to give you the option to send the client notification or not.

These will soon be available to everyone. Try it now by installing the new mobile app beta.

Advantages of the new appointment flows

  • Control how much notification is sent to clients when creating or making changes to appointments or class/event attendance

  • Add a personalized custom message for the specific appointment (and client) in addition to any custom messages you have set for services

Contents: Setting an appointment Setting an appointment on the mobile app Rescheduling an appointment Rescheduling an appointment on the mobile app Cancelling an appointment Cancelling an appointment on the mobile app

The new flows apply only to your calendar. Clients who book through the online scheduler will always be sent the confirmation & reminder emails per normal.

Setting an appointment

You'll find that the process you are used to doing when setting an appointment directly on your calendar is the same. When you click Save with the new flow, an additional step will now appear.

The new Create Appointment dialog will prompt you with the option to send notification or not.

If you'd like to send notification, you'll have an additional option to add a custom message to the client for this appointment.

When you're ready, click Save to add the appointment to your calendar.

If the client doesn't have an email address or the client has opted out of receiving emails, the system will let you know that no email will be sent for the appointment. Click Save to add the appointment to your calendar.

Setting an appointment on the mobile app

Again, like the web dashboard, you'll find the process of setting an appointment on the mobile app the same. When you tap Save with the new flow, an additional step will now appear.


The new Create Appointment page will prompt you with the option to send notification or not.

If you'd like to send notification, you'll have the additional option to add a custom message.

And again, tap Save when you're ready to add the appointment to your calendar.

You'll also be notified in the mobile app that an email won't be sent if the client doesn't have an email address or has opted out of receiving emails.

Rescheduling an appointment

Like setting an appointment, the process you are used to doing when rescheduling an appointment on your calendar is the same. When you click Save with the new flow, an additional step will now appear.

The new Reschedule Appointment dialog will prompt you with the option to send notification or not.

If you'd like to send notification, you'll have an additional option to add a custom message to the client for this appointment.

When you're ready, click Save to move the appointment on your calendar.

If the client doesn't have an email address or the client has opted out of receiving emails, the system will let you know that no email will be sent for the appointment. Click Save to move the appointment on your calendar.

Rescheduling an appointment on the mobile app

Again, you'll find the process of rescheduling an appointment on the mobile app the same. With the new flow, when you tap Save after setting a new date and/or time, an additional step will now appear.


The new Reschedule Appointment page will prompt you with the option to send notification or not.

If you'd like to send notification, you'll have the additional option to add a custom message.

And again, tap Save when you're ready to move the appointment on your calendar.

You'll also be notified in the mobile app that an email won't be sent if the client doesn't have an email address or has opted out of receiving emails.

Cancelling an appointment

Like setting or rescheduling, the process you are used to doing when cancelling an appointment on your calendar is the same. When you click the Cancel Appointment link with the new flow, an additional step will now appear.

The new Cancel Appointment dialog will prompt you with the option to send notification or not.

If you'd like to send notification, you'll have an additional option to add a custom message to the client for this appointment.

When you're ready, click Save to remove the appointment from your calendar.

If the client doesn't have an email address or the client has opted out of receiving emails, the system will let you know that no email will be sent for the cancellation. Click Save to remove the appointment from your calendar.

Cancelling an appointment on the mobile app

Again, you'll find the process of cancelling an appointment on the mobile app the same. When you tap the red Cancel Appointment link with the new flow, an additional step will now appear.


The new Cancel Appointment page will prompt you with the option to send notification or not.

If you'd like to send notification, you'll have the additional option to add a custom message.

And again, tap Save when you're ready to remove the appointment from your calendar.

You'll also be notified in the mobile app that an email won't be sent if the client doesn't have an email address or has opted out of receiving emails.

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