Appointment Management

Schedule and manage customer appointments for consultations, repairs, custom orders, and other services.

Accessing Appointments

Navigate to Appointments > Appointments.

Creating an Appointment

• Customer — Select the customer
• Operator — Assign a staff member/operator
• Appointment Type — Select the type (Consultation, Repair, etc.)
• Scheduled At — Date and time
• Duration (Minutes) — Expected duration
• Status — Pending (default)
• Notes — Additional details

Appointment Statuses

Status Transitions

• confirm() — Pending → Confirmed (sets confirmation_sent_at)
• cancel() — Pending/Confirmed → Cancelled
• markCompleted() — Any → Completed
• markNoShow() — Any → No Show

Appointment Scopes

Filter appointments by:

• Pending — Awaiting confirmation
• Confirmed — Confirmed and upcoming
• Completed — Past completed appointments
• Cancelled — Cancelled appointments
• Upcoming — Next 7 days (pending + confirmed)
• Today — Today's appointments only

Dashboard Integration

Upcoming Appointments Widget

Shows the next scheduled appointments with:

• Customer name
• Appointment type
• Date and time
• Operator assigned
• Status

Appointment Stats Widget

Displays aggregate statistics:

• Total appointments this week/month
• Completion rate
• No-show rate
• Most popular appointment types

Notifications

The system tracks:

• Confirmation Sent At — When a confirmation was sent
• Reminder Sent At — When a reminder was sent

Calculated Fields

• End Time — Automatically calculated from scheduled_at + duration_minutes

Best Practices

1. Confirm appointments — Always confirm with the customer before the scheduled date
2. Set realistic durations — Account for setup and transition time
3. Track no-shows — Identify patterns and address with customers
4. Review upcoming weekly — Plan staff schedules based on appointment load
5. Add notes — Record specific customer requests or preparation needed