Schedulista allows you to set appointments for clients directly on your calendar through the mobile app or on the web dashboard. This works great for clients who are in the office, walk-ins, or clients on the phone.

You can also set repeating appointments for clients.

Contents: Setting an appointment Alternate method

Setting an appointment

You can also set appointments on the web calendar.

(1) Go to the date on the mobile app calendar and double-tap on the time block you want to set for the appointment

(2) Select Service for the type of appointment to create

(3) On the Appointment details page, tap the Service field

(4) On the Service page, select a service from your list

You'll return to the Appointment details page with the basic information you've set for the service (duration, any setup/cleanup time, max capacity if the service is a class, etc.) filled in.

(5) (optional) Tap on Duration to adjust, if necessary

  • Set the new duration

  • Tap Done to return to the Appointment details page

(6) (optional) If you are scheduling repeating appointments, set the type and frequency of the repeats

(7a) Tap the Add Client field

(8a) Enter your client's name in the Search field on the Clients page for their existing client record and tap on appropriate result to add the client to the appointment; or

(8b) If they are a first time client, click the plus symbol (+) on the top right to create a new client record

  • This will bring up the Create Client page to fill out. Make sure to ask for and include the client's email address so that they receive the confirmation and reminder emails.

  • Tap Done to save the new client record and add the client to the appointment

(9) (optional) Enter any comments about the appointment in the Notes field. The notes are for your own records and will not be shared with the client.

(10) Tap Save

Alternate method

(1) On the mobile app calendar, tap the plus symbol (+) on the top right to create a new appointment

(2) Select Service for the type of appointment to create

(3) On the Appointment details page, tap the Service field

(4) On the Service page, select a service from your list

You'll return to the Appointment details page with the basic information you've set for the service (duration, any setup/cleanup time, max capacity if the service is a class, etc.) filled in.

(5) Tap on the Date field

  • Select the date you want to set the appointment

  • Tap Done

(6) Tap on the Time field

  • Select the time you want to set the appointment

  • Tap Done

(7) (optional) Tap on Duration to adjust, if necessary

  • Set the new duration

  • Tap Done to return to the Appointment details page

(8) (optional) If you are scheduling repeating appointments, set the type and frequency of the repeats

(9) Tap the Add Client field

(10a) Enter your client's name in the Search field on the Clients page for their existing client record and tap on appropriate result to add the client to the appointment; or

(10b) If they are a first time client, click the plus symbol (+) on the top right to create a new client record

  • This will bring up the Create Client page to fill out. Make sure to ask for and include the client's email address so that they receive the confirmation and reminder emails.

  • Tap Done to save the new client record and add the client to the appointment

(11) (optional) Enter any comments about the appointment in the Notes field. The notes are for your own records and will not be shared with the client.

(12) Tap Save

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