How to install Appointments

1. Go to Settings.
2. Open Apps.
3. Search for Appointments.
4. Click Install.
5. Click Activate.

On activation Appointments creates its own tables (services, provider schedules, holidays, bookings, payments and calendar connections), registers its five email templates, adds Appointments to the staff sidebar and seeds sensible default settings. Your public booking page is live immediately at /booking on your workspace domain.

Nothing below is required to take a first booking — but a workspace with no services has nothing to offer, so start with Step 2.

Step 1 — give people access (required for non-admins)

Administrators can already see everything. Everyone else needs permission.

1. Go to Settings → Roles and edit a role (or a single user's permissions).
2. Find the Appointments section. Switch on Access the App — this is the master switch, and nothing else in the App works without it.
3. Add the rest as needed: access the dashboard, add and edit appointments, edit provider hours, add or edit services, manage holidays, record payments, and open the settings.
4. Save.

Step 2 — set your opening hours

1. Open Appointments → Settings and choose the Opening hours tab.
2. Set Day starts at and Day ends at — the window every provider follows unless they override it.
3. Set Time between slots in minutes. This is how often a new start time is offered, not how long an appointment lasts (each service carries its own duration).
4. Pick your Closed on days — the days of the week you never take bookings.
5. Save.

Step 3 — add the services you sell

1. Open Appointments → Services and click Add service.
2. Give it a title and a short description — both appear on the public booking page.
3. Set the duration in minutes. This decides how much of the diary one booking consumes.
4. Set a price, or leave it at zero for a free service. Optionally tick Payment required to book to make this one service insist on payment even when payment is optional elsewhere.
5. Choose the assigned providers — the team members a client may pick for this service. A service with no provider assigned cannot be booked.
6. Leave the status as active and save.

Step 4 — set each provider's own hours (optional)

1. Open Appointments → Provider Hours.
2. Click a provider to open their week.
3. Leave a day on Company Default to follow the workspace hours, or set that day's own start and end time — or mark it unavailable.
4. Save.

Step 5 — block your holidays (optional)

1. Open Appointments → Holidays and click Add holiday.
2. Pick the date and give it a name. That date stops being bookable for every provider.

Step 6 — online payments (optional)

Configure the gateway first, then switch it on here. Appointments does not ask for API keys of its own.

1. For Stripe: fill in Settings → Payment Methods → Stripe as you would for invoices. For Mollie: install the Mollie Payment Gateway App and enter its API key there.
2. Open Appointments → Settings → Payments and switch on Let clients pay for a booking online.
3. Tick the gateways you want to offer. A gateway with no credentials is not offered to clients even when ticked.
4. Choose when a booking must be paid: before it is confirmed, or whenever the client wants.
5. Set how long an unpaid slot is held in minutes. After that the booking is released and the time goes back on sale.
6. Optionally switch on approve the booking as soon as it is paid, and set the currency (it falls back to the workspace default).
7. If you use a separate Stripe, copy the webhook URL shown on this tab into your Stripe dashboard.
8. Save.

Step 7 — notifications (optional)

1. Open Appointments → Settings → Notifications.
2. Leave emails on unless you have a reason not to.
3. Switch on reminders and set how many minutes before the appointment the reminder should go out.
4. To alert your team instantly on every new booking, install the Telegram Notification App and then switch on the Telegram option here.
5. The wording of all five emails is edited in Settings → Email Templates → Appointments.

Step 8 — calendar sync (optional)

1. Register an OAuth application: in the Google Cloud console for Google Calendar, and/or the Microsoft Entra portal for Outlook. Use the exact redirect URI printed on the settings tab.
2. Open Appointments → Settings → Calendars, switch calendar sync on, and paste each provider's Client ID and Client Secret. Save.
3. Each staff member then opens Appointments → Calendar Sync and connects their own account. Connecting authorises whichever account is signed in to that browser, so make sure it is the right one.

Step 9 — brand the booking page

1. Open Appointments → Settings → Booking page.
2. Set the name and brand colour shown to clients.
3. Copy the public link from that tab and publish it — on your website, in your email signature, in a QR code.

Requirements

• At least one active service with at least one assigned provider. Without both, the booking page has nothing to show.
• The platform cron job running, for reminders, releasing unpaid slots and retrying failed calendar syncs.
• For payments: working Stripe credentials in the core payment methods, and/or the Mollie Payment Gateway App configured.
• For calendar sync: an OAuth app per provider you want to support, and a publicly reachable workspace URL so the provider can redirect back. The Google Calendar scope is a sensitive scope, so a production Google app must be verified by Google before more than a handful of test users can connect.
• For Telegram alerts: the Telegram Notification App installed and configured.

Uninstalling

Deactivating the App removes the sidebar entry and takes the public booking page offline. Your bookings, services and payment records stay in the database, so re-activating brings everything back as it was.