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The Appointments page shows the active workspace’s bookings on a calendar. Use it to see the schedule, book appointments, block time off and check whether each booking reached the connected calendar.

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Read the calendar

Click Day, Week or Month to change the range, and use the arrows or Today to move. Week opens by default, and Day opens on phones.
  • In Day and Week, each appointment is a block at its time, sized by its length. It shows the customer, the service and the time. Appointments at the same time sit side by side, and a red line marks the current time.
  • In Month, each day lists its appointments by time and customer. Click +N more or a day’s number to open that day.
  • Each service keeps its own color. Past appointments are faded, and cancelled ones are grey and struck through.
  • Hatched areas show when the business is closed: outside the opening hours, during closures, and when an employee is off.
Times follow the business’s timezone, wherever you are. Click an appointment to see its details, move or cancel it, and edit its notes. To see one employee’s appointments, choose them in the employee filter. For a table of upcoming or past appointments, click List.

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Book an appointment

  1. Click an empty time on the calendar, or click New appointment. A panel opens beside the calendar, and a draft of the booking appears at that time.
  2. Choose a service. The draft takes the service’s color and length. When more than one employee does the service, you can pick one or keep Anyone available.
  3. Choose a contact, or click New contact and enter a name and phone number. The list shows contacts that have a phone number.
  4. Change Duration (minutes) if this visit is longer or shorter than the service.
  5. Pick a day and an open time. If the time you clicked isn’t open, the panel says so.
  6. Add Notes and Internal notes if you need them, then click Book appointment.
Your agent can read Notes to a caller once it has verified them, and they appear in the API and webhooks. Internal notes stay with your team: LobbyStack never sends them to the agent, the customer, the API or webhooks. LobbyStack books it the way the agent does: it checks availability, follows the same rules for confirmation and reminder texts, and adds the appointment to the connected calendar. Viewers can’t book appointments. If someone takes the time before you book, pick another one from the refreshed list. Press Esc or click Cancel to drop the draft.

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Add time off

  1. Click Time off.
  2. Choose Whole business to close the business, or One employee and pick the employee.
  3. Enter a name, such as Christmas Day.
  4. Choose Closed all day, or Part of the day with a start and end time.
  5. Pick the start and end dates, add a reason if you want, and click Save.
The calendar shows the time off. Nobody can book the business during a closure, or an employee while they’re off, and that includes the agent. The agent can mention a closure’s name, but never the reason. Click time off on the calendar to change or delete it. Owners and admins can add time off; you can also edit closures under opening hours and an employee’s days off on the Employees page.

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Investigate a calendar issue

If an appointment’s Calendar status shows a synchronization issue, check the Google Calendar, Cal.com or Calendly connection under Business > Integrations. Correct any account or permission problem before relying on live availability. Connect Google Calendar, Cal.com or Calendly before allowing the agent to offer times. Configure caller cancellation and rescheduling under Appointment changes.