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Calendars & Appointments

Manage Service Appointments in the Appointment Modal

Edit unpaid bookings, reschedule paid ones, duplicate, block time, view resources, and add custom values, right from the Services Calendar Appointment modal.

3 min read689 words10 explained imagesUpdated Tue, 3 Feb at 11:59 AM
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On this page
  1. Key Benefits of Managing Service Appointments
  2. How to Access the Appointment Modal for Service Appointments
  3. Edit Service Appointments
  4. Edit Unpaid Appointments
  5. Enhanced Support for Paid Appointments
  6. Duplicate Service Appointments
  7. Blocked Slots on Your Service Calendar
  8. Show Resource in Appointment Modal
  9. Use Custom Values in Service Notifications
  10. Frequently Asked Questions
  11. Related Articles

Managing service bookings faster with the appointment modal. Edit appointments, create blocked slots, duplicate bookings and view resources from the Appointment modal.

TABLE OF CONTENTS

What is the Appointment Modal for Service Appointments?

The Appointment modal is the side-panel where admins and staff review and take action on a single Service booking. It centralizes essential tasks such as editing details, rescheduling and duplicating, so teams can maintain accurate calendars with less back-and-forth.

Key Benefits of Managing Service Appointments

  • Speed: Edit and reschedule services without leaving the page.
  • Control: Block time from the same modal.
  • Scalability: Duplicate bookings for repeat or similar clients

How to Access the Appointment Modal for Service Appointments

  1. Go to Calendars → Calendar View (or Appointment List View) → Services.

    Step 1 of 2: Go to Calendars → Calendar View (or Appointment List View) → Services What this shows Step 1 of 2: Go to Calendars → Calendar View (or Appointment List View) → Services. What this shows Shows where to go for step 1 of 2 in the "How to Access the Appointment Modal for Service Appointments" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 1 of 2 in the "How to Access the Appointment Modal for Service Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you go to Calendars → Calendar View (or Appointment List View) → Services. The next step is to click any appointment to open Booking Details in the side panel (the Appointment modal). Step 1 of 2Image 1 of 10 Where to goGo to Calendars → Calendar View (or Appointment List View) → Services.
    Buttons and menus referenced Calendars → Calendar ViewAppointment List ViewServicesBooking Details
    Next stepClick any appointment to open Booking Details in the side panel (the Appointment modal).
    All 2 steps in this procedure
    1. Go to Calendars → Calendar View (or Appointment List View) → Services. this image
    2. Click any appointment to open Booking Details in the side panel (the Appointment modal).

  2. Click any appointment to open Booking Details in the side panel (the Appointment modal).

    Step 2 of 2: Click any appointment to open Booking Details in the side panel (the… What this shows Step 2 of 2: Click any appointment to open Booking Details in the side panel (the Appointment modal). What this shows Shows what to click for step 2 of 2 in the "How to Access the Appointment Modal for Service Appointments" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 2 of 2 in the "How to Access the Appointment Modal for Service Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you click any appointment to open Booking Details in the side panel (the Appointment modal). Step 2 of 2Image 2 of 10 What to clickClick any appointment to open Booking Details in the side panel (the Appointment modal).
    Buttons and menus referenced Booking DetailsCalendars → Calendar ViewAppointment List ViewServices
    All 2 steps in this procedure
    1. Go to Calendars → Calendar View (or Appointment List View) → Services.
    2. Click any appointment to open Booking Details in the side panel (the Appointment modal). this image
     
For more information, see: Calendar View – Services.

Edit Service Appointments

 Edit Unpaid Appointments

Users can fully modify unpaid Service Appointments directly from the edit screen without needing to cancel or rebook. This make it easier to handle last-minute requests, corrections or changes, with far less friction. 

Users can now update nearly all appointment details with ease, including the ability to:

  • Add/remove Services
  • Add/remove Add-Ons
  • Change Staff or Service Variants
  • Change Location, appointment title, appointment date/time, timezone, or coupon codes

To edit an unpaid service appointment, follow these steps:

  1. Select the Appointment you want to edit then click the pencil icon to open the editor.

    Step 1 of 2: Select the Appointment you want to edit then click the pencil icon to… What this shows Step 1 of 2: Select the Appointment you want to edit then click the pencil icon to open the editor. What this shows Shows what to choose for step 1 of 2 in the "Edit Unpaid Appointments" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 1 of 2 in the "Edit Unpaid Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you select the Appointment you want to edit then click the pencil icon to open the editor. The next step is to.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. Step 1 of 2Image 3 of 10 What to chooseSelect the Appointment you want to edit then click the pencil icon to open the editor.
    Buttons and menus referenced pencilSave
    Next step.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save.
    All 2 steps in this procedure
    1. Select the Appointment you want to edit then click the pencil icon to open the editor. this image
    2. .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save.

  2. .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save.

    Step 2 of 2: .Adjust services, add-ons, staff/variant, location, title, date/time… What this shows Step 2 of 2:.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. What this shows Shows how to confirm for step 2 of 2 in the "Edit Unpaid Appointments" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 2 of 2 in the "Edit Unpaid Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. Step 2 of 2Image 4 of 10 How to confirm.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save.
    Buttons and menus referenced Savepencil
    All 2 steps in this procedure
    1. Select the Appointment you want to edit then click the pencil icon to open the editor.
    2. .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. this image

Enhanced Support for Paid Appointments

Paid appointments remain locked for structural changes (e.g., service or staff), but you can now duplicate appointment to quickly clone the appointment, make edits, and rebook without starting from scratch.

A clear message in the edit screen that explains what's editable and what’s not, so there’s no confusion.

Duplicate Service Appointments

The Duplicate Appointment button is available in the appointment modal. With one click, you can create a new booking carrying over all the same details, making it much faster to set up repeat or similar appointments without re-typing everything.

To duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon.

Duplicate Service Appointments (image 5 of 10) What this shows To duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon. What this shows Illustrates the "Duplicate Service Appointments" section of "Manage Service Appointments in the Appointment Modal". This screenshot appears in the "Duplicate Service Appointments" section of "Manage Service Appointments in the Appointment Modal". The text alongside this image reads: To duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon. Immediately after, the guide continues: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. Image 5 of 10 What to chooseTo duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon.
Buttons and menus referenced Duplicate AppointmentDuplicate
Next stepBlocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings.

Blocked Slots on Your Service Calendar

Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings.

To create a blocked slot, follow these steps:

  1. Click New Booking in your calendar.

    Step 1 of 3: Click New Booking in your calendar What this shows Step 1 of 3: Click New Booking in your calendar. What this shows Shows what to click for step 1 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 1 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you click New Booking in your calendar. For context, this section explains: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. The next step is to switch Event Type to Blocked Slot. Step 1 of 3Image 6 of 10 What to clickClick New Booking in your calendar.
    Buttons and menus referenced New BookingEvent TypeBlocked SlotBlock Time
    Next stepSwitch Event Type to Blocked Slot.
    All 3 steps in this procedure
    1. Click New Booking in your calendar. this image
    2. Switch Event Type to Blocked Slot.
    3. Select date/time, title and staff then click Block Time.

  2. Switch Event Type to Blocked Slot.

    Step 2 of 3: Switch Event Type to Blocked Slot What this shows Step 2 of 3: Switch Event Type to Blocked Slot. What this shows Shows what to fill in for step 2 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 2 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you switch Event Type to Blocked Slot. For context, this section explains: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. The next step is to select date/time, title and staff then click Block Time. Step 2 of 3Image 7 of 10 What to fill inSwitch Event Type to Blocked Slot.
    Buttons and menus referenced Event TypeBlocked SlotNew BookingBlock Time
    Next stepSelect date/time, title and staff then click Block Time.
    All 3 steps in this procedure
    1. Click New Booking in your calendar.
    2. Switch Event Type to Blocked Slot. this image
    3. Select date/time, title and staff then click Block Time.

  3. Select date/time, title and staff then click Block Time.

    Step 3 of 3: Select date/time, title and staff then click Block Time What this shows Step 3 of 3: Select date/time, title and staff then click Block Time. What this shows Shows what to choose for step 3 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". This screenshot accompanies step 3 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you select date/time, title and staff then click Block Time. Step 3 of 3Image 8 of 10 What to chooseSelect date/time, title and staff then click Block Time.
    Buttons and menus referenced Block TimeNew BookingEvent TypeBlocked Slot
    All 3 steps in this procedure
    1. Click New Booking in your calendar.
    2. Switch Event Type to Blocked Slot.
    3. Select date/time, title and staff then click Block Time. this image

Show Resource in Appointment Modal

The appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation.

Show Resource in Appointment Modal (image 9 of 10) What this shows The appointment modal now displays the resource that was booked. What this shows Illustrates the "Show Resource in Appointment Modal" section of "Manage Service Appointments in the Appointment Modal". This screenshot appears in the "Show Resource in Appointment Modal" section of "Manage Service Appointments in the Appointment Modal". The text alongside this image reads: The appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation. Immediately after, the guide continues: Two custom values that can be used in calendar notifications. Image 9 of 10 What this coversThe appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation. Next stepTwo custom values that can be used in calendar notifications:

Use Custom Values in Service Notifications

Two custom values that can be used in calendar notifications:

  • Service Booking Price
  • Meeting Location Name (short label instead of full address)

These provide dynamic details you can use to personalize confirmations, reminders, and other customer touch points.

  1. Go to Calendars → Calendar Settings → Notifications.

  2. Open the template (confirmation, reminder, etc.).

  3. Insert Service Booking Price, or Meeting Location Name from the merge field picker.

  4. Save and test.

Use Custom Values in Service Notifications (image 10 of 10) What this shows Go to Calendars → Calendar Settings → Notifications. What this shows Illustrates the "Use Custom Values in Service Notifications" section of "Manage Service Appointments in the Appointment Modal". This screenshot appears in the "Use Custom Values in Service Notifications" section of "Manage Service Appointments in the Appointment Modal". The text alongside this image reads: Go to Calendars → Calendar Settings → Notifications. Open the template (confirmation, reminder, etc.). Insert Service Booking Price, or Meeting Location Name from the merge field picker. Save and test. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Q: Can I change the staff or service after payment is collected? Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with…. Image 10 of 10 Where to goGo to Calendars → Calendar Settings → Notifications. Open the template (confirmation, reminder, etc.). Insert Service Booking Price, or Meeting Location Name from the merge field picker. Save and test.
Fields in this part of the guide Service Booking PriceMeeting Location Name (short label instead of full address)
Buttons and menus referenced Service Booking PriceMeeting Location Name
Next stepQ: Can I change the staff or service after payment is collected? Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with changes.
All 2 steps in this procedure
  1. Service Booking Price
  2. Meeting Location Name (short label instead of full address)

Frequently Asked Questions

Q: Can I change the staff or service after payment is collected?
Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with changes.

Q: What carries over when I duplicate an appointment?
Contact, services, add-ons, staff/resource, meeting location, and notes typically carry over. Adjust anything needed before booking the copy.

Q: Does rescheduling a paid appointment change the existing order or payment?
No. The payment remains associated with the original booking.

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