Appointments

How customers book an appointment from start to finish

Lisa Wang

By Lisa Wang

June 6, 2026 · Updated June 6, 2026 · 1 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 the appointment flow from the customer side menu or app launcher.
  2. Step 1: pick a class (or an instructor, depending on the configured booking flow order).
  3. Step 2: pick an instructor from those connected to the chosen class.
  4. Step 3: pick a date from the calendar. Dates beyond the time-frame limit are greyed out; dates with no available slots show no time options.
  5. Pick a time from the available time slots for that date.
  6. Confirm on the reservation summary screen, including any add-on group selections.
  7. See the success screen with the booking details. The reservation appears in the customer's upcoming bookings.

Variations by booking-flow configuration

If you reordered the booking flow to start with the instructor, the journey becomes Instructor → Class → Date instead. If you disabled the Classes step, the customer skips straight from picking an instructor (or being shown a default) to picking a date.

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