Book It

Good afternoon, Heather

Sunday, May 17, 2026 · Trotwood, OH

Today

3

appointments

This Week

5

appointments

Pending

2

need confirmation

Clients

24

total served

Today's Schedule

Upcoming

How to Use Book It

Book It is your all-in-one appointment scheduling dashboard. Manage clients, services, and bookings from a single place. Browse your calendar, track pending confirmations, and customize your availability — all designed to keep your business running smoothly.

Dashboard

Your at-a-glance overview of today's schedule, stats, and upcoming appointments.

  1. 1. View stat cards at the top to see today's count, this week's total, pending confirmations, and total clients served.
  2. 2. Review Today's Schedule timeline to see each appointment in chronological order with status indicators.
  3. 3. Check the Upcoming panel on the right for the next 5 appointments across all days.
  4. 4. Click "New Booking" in the top bar to quickly schedule a new appointment from any view.
Calendar

A monthly calendar view showing all your appointments with color-coded status dots.

  1. 1. Use the left/right arrows to navigate between months.
  2. 2. Look for colored dots on days — coral for confirmed, yellow for pending, gray for cancelled.
  3. 3. Click any day to see its appointments in the detail panel on the right.
  4. 4. Today's date is highlighted with a coral border for easy reference.
  5. 5. Blocked/vacation dates appear dimmed so you know they're unavailable.
Bookings

A full table of every booking with search, filters, and quick actions.

  1. 1. Use the search bar to find bookings by client name, service, or date.
  2. 2. Click filter chips (All, Upcoming, Past, Pending, Cancelled) to narrow the list.
  3. 3. Use the green checkmark icon to confirm a pending booking instantly.
  4. 4. Use the × icon to cancel a booking, or the trash icon to permanently delete it.
  5. 5. The pending badge in the nav bar updates in real time as you confirm or add bookings.
Services

Manage the services you offer, including pricing, duration, and availability.

  1. 1. View all your current services as cards showing name, price, and duration.
  2. 2. Toggle a service on or off using the switch — inactive services won't appear when creating new bookings.
  3. 3. Click "Add Service" to open the form, fill in the name, duration, price, and description, then save.
  4. 4. New services are immediately available in the booking modal's service dropdown.
Settings

Configure your business hours, buffer time, confirmation messages, and blocked dates.

  1. 1. Set your working hours for each day of the week — toggle days off as needed.
  2. 2. Choose a buffer time between appointments (e.g., 15 minutes) to prevent back-to-back scheduling.
  3. 3. Customize the booking confirmation message template using {client_name}, {service}, {date}, and {time} placeholders.
  4. 4. Block specific dates for vacations or holidays using the date picker — blocked dates appear dimmed on the calendar.
  5. 5. Remove a blocked date anytime by clicking the × next to it in the list.

Tips & Tricks

Conflict Detection

When creating a booking, the app automatically checks for time conflicts with existing appointments (including buffer time) and warns you before saving.

Confirmation Emails

Toggle the "Send confirmation email" switch in the booking modal to control whether clients receive an automated confirmation. Customize the message template in Settings.

Block Vacation Dates

Head to Settings → Blocked Dates to mark days you're unavailable. Blocked dates appear dimmed on the calendar so clients can see your availability at a glance.