Appointments
Scheduling and calendar management
How does the appointment calendar work?
The "Calendar" tab shows your appointments in four views: "Month" (the default), "Week", "Day" and "List". Use the arrows to move and "Today" to jump back. Below the calendar you see your upcoming and past appointments. In the Week and Day views, tap a free time to schedule an appointment there.
How do I schedule an appointment?
In the "Calendar" tab, tap the round button "Schedule Appointment", or tap a time in the Week or Day view to start with that time. Fill in:
- "Title" (required) and "Appointment Type"
- Date (not in the past), start and end time
- "Location" and "Notes (Optional)"
- "Invited Customers" — at least one, except for "Blocked Time"
Types: "Party" (the name depends on your business type), "Personal Consultation", "Phone Call", "Follow-up", "Reminder", "Personal", "Blocked Time" and "Other". A party gets extra planning fields such as host and expected guests.
The form has no reminder field: when you're notified before appointments is set in "Notification Settings". If an appointment overlaps an event in a connected calendar, you see a warning.
What are beauty parties?
A party is an appointment of the type "Beauty Party" (or "Party", depending on your industry). When you create it with "Schedule Appointment", add the "Invited Customers" (at least one) and fill in the "Party Planning Details": host, expected number of attendees, host gifts and goals.
During the party, open it and tap "Start Live Tracking" to check in guests and note product demos; "End Party" opens the "Party Summary". Afterwards you can create an "AI Party Digest".
Orders aren't created from the party itself: add each guest's order under Orders as usual.
How do guests fill in their own profile before a party?
Open a party appointment and find "Guest profiles by QR code". Tap "Create link", then "Show QR code" or "Share link". Guests scan the code or open the link on their phone and enter their contact details themselves (for beauty businesses also their skin profile) — no app or account needed. Their details are end-to-end encrypted on the way to your phone.
New guests become contacts automatically: before the party day they're added to the guest list, from the party day on they're checked in. If a profile matches an existing contact, it waits under "Check guest profiles", where you choose "Update contact" or "Discard".
A link stays valid until 14 days after the party and takes up to 60 profiles; received profiles are kept for 30 days at most. The menu offers a new link or "Deactivate link".
How do I quickly log a walk-in customer reminder?
Long-press the Calendar tab at the bottom of the screen to open the Walk-In Reminder sheet. Enter the customer's name, optionally add a phone number and note, then select a follow-up date using quick presets (today, tomorrow, 3 days, next week, or custom). The app creates both a customer record and a follow-up reminder in one step.
How do guest reviews work for beauty parties?
After a beauty party, you can collect feedback from attendees using Guest Reviews. From the appointment detail screen, share a review link that guests can open in their browser — no app download required.
Each guest can rate the party (1–5 stars), indicate whether they would attend again, say how likely they are to recommend, and leave open feedback. Reviews appear on the appointment detail screen as a summary card showing the average rating, review count, and attend-again percentage.
Tap the card to expand individual reviews with each guest's name, rating, and responses.
What happens when I complete an appointment?
When you mark a party appointment as completed, a quick-action sheet appears with options to:
- Rate This Party — Navigate to the post-party summary where you can record attendees, sales, new bookings, and a success rating
- Share Guest Review Link — Generate and share a link for attendees to submit their feedback
- Maybe Later — Dismiss the prompt and return to it later from the appointment detail screen
This helps you capture important party outcomes while the details are still fresh.
How do I block an entire day on my calendar?
Create an appointment with the type "Blocked Time". Only this type offers:
- "All day" — blocks the whole day
- "Repeat" — "Daily", "Weekly" or "Monthly", every 1 or more days, weeks or months; for weekly you pick the weekdays. Set an "End date" or a "Number of occurrences" (one of them is required).
Blocked time needs no customer. Repeat works for any blocked time, not only whole days.
How does external calendar integration work?
Open the "Calendar" tab and tap the gear icon at the top to open "Calendar Integration":
- "Calendar Accounts" — connect Google Calendar or Microsoft Outlook with "Connect", choose the calendar to use and tap "Sync Now" to sync right away. Sync works both ways: your appointments are sent without customer or sales details, and events from that calendar appear as busy times. All-day events there are skipped.
- "Phone Calendar" — switch on "Local Calendar Sync" to copy your appointments into your phone's calendar app (the app asks for permission).
- "Busy Slot Detection" — choose which calendars are checked for conflicts when you book an appointment.
If you use an account and the phone sync together, appointments can show up twice; the screen points this out.
How do I run Live Party Tracking during a party?
Open a scheduled party appointment and tap Start Live Tracking. Tracking begins automatically and a running duration timer appears at the top so you can see how long the party has lasted.
While the party is happening you can:
- Check in guests as they arrive
- Log product demos and tag each guest reaction (loved, interested, neutral, or not interested)
- Capture party photos — take them with the camera or pick from your gallery, up to 10
- Jot quick notes
Everything saves as you go. When the party ends, tap End Party to move on to the Party Summary.
What is the post-party summary and digest?
After you tap End Party (or mark a party completed), the Party Summary screen lets you record the sales made, number of new bookings, a success rating from 1 to 5 stars, and any follow-up actions. Saving marks the appointment as completed.
You can then open the AI Party Digest and tap Generate AI Digest. The digest turns your party data into a written summary with highlights, improvement ideas, product insights, and suggested follow-ups.
Each digest has a privacy level, and you can Share to Team to post it to your network when the privacy level allows it.