---
title: "About Booking Appointments"
url: "https://support.cosmesoft.app/en/article/about-booking-appointments"
language: "en"
last_updated: "2026-09-05T01:16:38.636Z"
---

# About Booking Appointments

## About Booking Appointments

Booking Appointments into the **Calendar** is the core feature in Cosmesoft that lets your team schedule, manage, and deliver client services efficiently—across locations, staff, and services. From the **Calendar**, you can see each practitioner’s day at a glance, open any booking, and manage everything from services and status through to client details and launching a consultation.

Whether you’re co-ordinating a busy clinic or managing a single practitioner’s day, Booking Appointments helps ensure every client is in the right place, at the right time, with the right team member.

![image-20260806-015554.png](https://cdn-assets.productfruits.com/25c283eb-2b2a-473e-8873-bbc401e7695f)

## When to use Booking Appointments

Use Booking Appointments and the Calendar whenever you need to:

-   Schedule a new client visit or service.

-   View, update, or reschedule existing bookings.

-   Coordinate appointments across multiple locations or practitioners.

-   Track appointment status (e.g. *Confirmed*, *Arrived*, *Cancelled*, *No Show*).

-   Ensure all services, staff, and resources are allocated correctly for each appointment.

-   Start the consultation workflow at the right time from the booking.

![image-20260401-020441.png](https://cdn-assets.productfruits.com/470b981b-1ce2-4e38-a7f5-ca230528307b)

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## What you can do in Booking Appointments

### See your day at a glance in the Calendar

-   View the schedule by **day**, with each **practitioner** in their own column.

-   Switch **Location** to see another clinic (for multi-site businesses).

-   Filter by **Staff** to focus on all staff or a specific practitioner.

-   Each appointment block shows key details such as the client, primary service, time, and status.

### Open and review a booking using the booking panel

-   Click an appointment in the Calendar to open the booking panel.

-   The panel is organised into tabs:

-   **Summary** – key booking details, practitioner, date/time, and booking activity.

-   **Manage** – services, duration, buffer time, location, and booking notes.

-   **Consultation** – treatment notes, forms, and scripts.

-   **Client Details** – client information, contact details, balances.

![image-20260401-020416.png](https://cdn-assets.productfruits.com/60dc6ee6-27b7-420f-9a84-7125584d383c)

### Set and track appointment status

-   Use the **Set status** control to mark appointments as *Confirmed*, *Arrived*, *Cancelled*, or *No Show*.

-   The **status legend** helps you understand additional indicators on bookings.

-   Statuses and indicators help your team see which clients have arrived, which bookings have been cancelled or missed, and what needs attention.

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## How Booking Appointments fits with the rest of Cosmesoft

Booking Appointments is tightly integrated with other core areas of Cosmesoft:

-   **Locations**  
    Every appointment is linked to a specific location, ensuring the right rooms and resources are used and that bookings follow each clinic’s opening hours and settings.

-   **Staff and practitioners**  
    Bookings are assigned to staff, and each practitioner appears in the Calendar, making it easy to see individual workloads and availability.

-   **Services**  
    Appointments pull from your service catalogue, so you can allocate the right treatments and durations and keep service details consistent.

-   **Client records**  
    Each booking is connected to the client’s profile, keeping things like appointment history, balances, loyalty, and contact details in sync.

-   **Consultation and clinical documentation**  
    The consultation workflow and treatment notes are launched directly from the appointment, ensuring all clinical documentation is tied to the visit.

-   **Reporting and analytics**  
    Appointment data feeds into business reporting, helping you track utilisation, revenue, cancellation and no-show rates, and client behaviour.

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## Related help

For step-by-step instructions and troubleshooting, see:

-   **How to Book an Appointment** – [How to Book an Appointment](https://support.cosmesoft.app/en/article/how-to-book-an-appointment)

-   **How to Manage Appointments in the Calendar** –  
    [How to Adjust Appointments in the Calendar](https://support.cosmesoft.app/en/article/how-to-adjust-appointments-in-the-calendar)

-   **Fix common Calendar and Appointment Management issues** –  
    [Fix Common Calendar and Appointment Issues in Cosmesoft](https://support.cosmesoft.app/en/article/fix-common-calendar-and-appointment-issues-in-cosmesoft)