Appointments

How customers book an appointment from start to finish

Lisa Wang

By Lisa Wang

June 6, 2026 · Updated June 6, 2026 · 2 min read

Walkthrough of the customer-facing appointment booking flow — what they see, click and confirm at each step.

#booking flow#customer experience#appointments

The full journey

  1. Open Appointments from the customer side menu or app launcher.
  2. Pick a service (or an instructor, depending on the configured booking-flow order).
  3. Pick an instructor from those connected to the service.
  4. Pick a date. Dates beyond the booking time frame are greyed out; dates with no complete available slot show no time options.
  5. Pick a time. A fixed Booking quantity is already included in the slot: customers do not choose a smaller quantity.
  6. Review the confirmation. The New Appointments flow places a short hold, then lets the customer review the attendee, pass, equipment, and add-ons before confirming or adding the booking to checkout.
  7. After completion, the reservation appears in the customer's upcoming bookings.

If Booking quantity is larger than Class Size, the selected time is shown only when enough instructors are simultaneously available for every generated schedule.

Variations by booking-flow configuration

If the booking flow starts with the instructor, the journey becomes Instructor → Service → Date. If the Services step is disabled, the customer moves from the selected/default instructor directly to the date.

The older appointment screen follows its existing one-place flow and does not expand Booking quantity. The New Appointments flow supports fixed packages, including packages that need more than one simultaneous instructor.

Was this article helpful?

Try the Booking System for 7 days

All Features Included

7 DAYS FREE$
  • Unlimited bookings
  • All AI features included
  • 🌐Your own branded booking website

No credit card needed

Arrow