Create a group appointment

A group appointment bundles appointments that belong together, for example a mother with two daughters or a bride with her guests. Each appointment stays an ordinary appointment with its own client, service and team member. The group lets you see them together, cancel them together and check them out together.

Create a group appointment

1. Go to Agenda in the menu, click Add and choose Group appointment. If you prefer to click an empty slot, choose Add group appointment; you then skip step 2. On a phone, tap + and choose Group appointment.
2. Tap the time of the first appointment in the calendar.
3. Pick the client and the service and click Save. The group forms around this first appointment and the Group appointment window opens.
4. Click Add to group and choose Create a new appointment. Tap the time in the calendar and create the next appointment as usual.
5. Repeat this for everyone in the group.

If an appointment is already in the calendar, choose Add to group › Select an existing appointment and tap the appointments in the calendar. Click Done when you have them all. You can also start from a single appointment: choose Add to group appointment in its three-dot menu.

Manage the group

In an appointment that belongs to a group, click View the group appointment. You see every appointment, the Organiser and the Total. For each appointment you can choose:

• Open appointment: change the appointment as usual.
• Make the organiser: the client who arranges the group. By default that is the client of the first appointment that has a client.
• Remove from group: the appointment stays in the calendar but no longer belongs to the group.

The three-dot menu at the bottom holds actions for the whole group:

• Ungroup appointments: every appointment stays, they just no longer belong together.
• Set all as no-show: marks every appointment as a no-show, as far as their start time has passed. You choose whether the clients get an email; that is off by default.
• Cancel all: cancels every appointment, with a reason if you like. The slots free up and every client is notified.

Check out together

Click Check out group in the group. One sale opens with all the appointments, in the organiser's name. That way one person pays for the whole group.

You need the permission Can create appointments, and Can checkout purchases to check out. You set them under Settings › Team members › Permission roles.

Frequently asked questions