Manage appointments
Book a visit, filter appointments by date and status, and follow each booking through completion.
Steps
- 1
Open the appointments overview
Select Appointments in the Waflo sidebar. The Overview tab shows appointment counts and a list for the selected date range.
Open Appointments ↗The overview shows totals and the appointments in the selected range. - 2
Choose a date range and status
Select Today, This week, or This month. Use All statuses to narrow the list, or select a summary card such as Upcoming, Pending, Completed, Cancelled, or No-show. Select Total to see every appointment in the range.
- 3
Book an appointment
Select + New. Choose a service and customer, or use Walk-in / No contact. Set the date and time, add any notes, and select Book Appointment.
Choose a service and time before booking. - 4
Update an existing booking
Find the appointment in Overview. Use Edit to change its time or details. Use Complete, No Show, or Cancel to record the outcome; choose carefully because each changes the appointment status.
- 5
Check the confirmation
When WhatsApp is connected and the required message setup is ready, the customer can receive a booking confirmation with the service and appointment time. Check the customer and schedule details before relying on the message.
A sample booking confirmation sent to a customer.