Bookings and scheduling

Offer a slot while they arestill on the line.

The slot grid shows free time for the right doctor, table or room at the right branch, filtered by the service's length and the caller's preferred time. Pick one and nobody else can take it while the call finishes.

Tue 9 Sep · Dr. MehtaBandra
10:3011:0011:3012:0016:0016:3017:0017:30
Held for you09:41

How a booking happens

Held, confirmed, reminded.

  1. 01

    Find the slot

    Free slots for the service, resource and branch, from the caller's preferred window.

  2. 02

    Hold it

    Ten minutes by default (a Blueprint setting). It becomes a booking when the call is saved, and is released if it is not.

  3. 03

    Confirm

    A confirmation email to the customer, and a note in the app for the person they are booked with.

  4. 04

    Remind and close

    Reminders 24 and 2 hours before by default. Attended or no-show moves the enquiry to the stage you named.

The diary

Every resource on its own clock.

  • Weekly hours and time off

    Doctors, tables, rooms and staff each carry a schedule and time off. Branches carry their own hours and holidays.

  • Never moved silently

    Time off that collides with bookings asks you to decide each one: move, keep or cancel.

  • Capacity, not just time

    A table for four, a bay, a bed: party size decides the slot length and the hold.

  • Day, week and resource views

    Reschedule, cancel, mark attended or no-show from the calendar.

When the diary is busy

Nobody turned away for want of a list.

  • Walk-ins

    The next free slot from now, in one button.

  • WaitlistBusiness

    No slot? Add them to the list; when one opens, the first fitting entry is offered.

  • Courses of appointmentsBusiness

    Six weekly sessions booked in one go, movable and cancellable together. Daily through to quarterly.

  • Classes and group bookingsEnterprise

    One slot with several people in it, each marked present or absent on a register.

  • Check-in and the waiting roomBusiness

    Mark people as arrived, call them through, and see who has been waiting longest.

  • Self-service linksBusiness

    Confirmation emails carry a link to reschedule or cancel within your cutoff.

Plans

Which plan has it.

Plan availability
CapabilityStarterBusinessEnterprise
Holds, calendar and remindersIncludedIncludedIncluded
WaitlistNot includedIncludedIncluded
Courses of appointmentsNot includedIncludedIncluded
Check-in and waiting roomNot includedIncludedIncluded
Customer self-service linksNot includedIncludedIncluded
Classes and group bookingsNot includedNot includedIncluded

Anything not on your plan can be added to one workspace on its own. Compare every plan

Questions

Asked before buying.

What if two people try to book the same slot?
Only one can hold it. The database refuses a second overlapping hold, so a double booking cannot be saved, even from two desks at once.
Do reminders go out automatically?
If your Blueprint says so. Each event (confirmed, rescheduled, cancelled, reminder) has its own email template and a rule for whether the agent is asked first.
Can customers book themselves?
Yes, with the public booking link on Business and Enterprise. It books into the same diary, with the same holds and rules.