Today
Today: Work Through the Day's Appointments
See all of today's appointments, filter by status, search customers, start, complete or cancel appointments and process payments.
In the dashboard
- Menu
- Today → Today
- Who
- Managers with permission “Create and edit appointments, and after a confirmation also across buffer, break and working hours”. Works with any plan; button “Checkout” is only visible if the POS is set up for the location.
Today: Work Through the Day's Appointments
“Today” is the worklist for the current day at the location. You'll find it in the menu under Today → Today (/manager/today). The page displays the location selected at the top of the dashboard. It's designed for the moment when a customer is in the store: find an appointment, start it, complete it, and process payment.
What's in the list
The list contains every appointment that begins today. The date is based on the location's clock, not your device's clock, and runs from 12:00 a.m. to 11:59 p.m. Without filters, canceled appointments are omitted; all other statuses are included. The list is sorted by time, with the earliest appointment at the top. There are 50 rows per page.
The columns:
- Customer: Customer's name with a status indicator and, if available, the phone number. The number is a link and dials directly. A guest without their own account is marked as a walk-in customer.
- Time: Start and end times, for example, “09:30 – 10:15,” in the location's time zone.
- Staff: Who is scheduling the appointment (not visible on the mobile app).
- Services: The services booked (not visible on the mobile app).
- Amount: The price of the appointment.
You can sort by “Time” and “Amount”. Clicking “Client” sorts by status, not by name. The arrow button in the top right corner (labeled “Refresh”) refreshes the list.
Filtering and Searching
Above the list are five tabs: All, Pending, Confirmed, In progress, and Completed. “Pending” shows open requests and rescheduled appointments that are still awaiting a decision. “In progress” lists the appointments you've initiated. No-shows appear only in “All”; canceled appointments aren't displayed in any tab. Switching tabs takes you back to page 1.
The search field “Search...” finds appointments by the customer's first name, last name, email address, and phone number. For a guest without an account, the first and last name are sufficient. The tab, search criteria, sort order, and page number are included in the URL and remain the same after reloading.
Opening an Appointment
Tap a row or select Edit appointment from the three-dot menu. The appointment sheet opens—the same one used in the calendar and everywhere else. There, you can change the time, staff member, and service, and set the status (see “Using the Calendar and Editing Appointments”). The list reloads after every change.
Actions in the Row
The three-dot menu at the end of each row shows only the options relevant to the current status:
| Action | When it appears | What it does |
|---|---|---|
| Edit appointment | always | opens the appointment form |
| Start | Appointment is confirmed | sets it to “In progress” |
| Complete | Appointment in progress | sets it to “Completed” without processing payment |
| Checkout | only if the till is set up; active for confirmed, in progress, or completed | opens the till for this appointment |
| No show | Appointment is confirmed | sets it to “No show” |
| Cancel | All statuses except completed, canceled, and no-show | prompts for confirmation and cancels |
After Start, Complete, and No show, message “Status updated” appears.
Cancel opens “Cancel appointment” with the question “Are you sure you want to cancel the appointment for …?” and the buttons Yes, cancel and “Keep appointment”. You do not enter a reason here. If you want to enter a reason, cancel the appointment in the appointment calendar. A canceled appointment will then disappear from the list.
When you process a payment, the message “Payment successful” appears after payment with “Receipt No.” and the receipt number. Payment is processed in the appointment's till; you can then view the payments under “View, refund, and display receipt QR codes”.
Frequently Asked Questions
Why is an appointment for today missing? Either it has been canceled (you can see canceled appointments in the calendar), or its start time falls on a different day according to the location's clock. An appointment that began last night is no longer listed in “Today”.
Where can I see tomorrow's appointments? Not here. Check the calendar.
Where do I confirm a request? You can see pending requests in the “Pending” tab. To make a decision, open the appointment in the appointment list or go to Today → Requests.
Why don't I see “Checkout”? The button only appears if the till is set up for that location.
Why can I close an appointment without processing payment? “Complete” only changes the status. Payment is processed via “Checkout”.