The Appointments page
See every booking across your stacks for today or the week, grouped by day, and move or cancel them in one place.
When customers book times on your web forms, the bookings land as tickets in each stack. That's right for the work, but the front desk asks a different question: "Who's coming in today?" Appointments in the left menu answers it, across every stack that takes bookings, so nobody has to open three stacks to see the day.
When it shows
Appointments appears in the left menu once at least one of your company's stacks takes appointments. Booking is still turned on per stack, in the stack's editor under Getting in (see Appointments on web forms). Until a stack takes them, the page explains how to turn them on.
Company Admins can hide the item from employees in Settings → What employees see, like other menu items (What employees see).
Today and This week
- Today lists today's appointments. This week lists Monday to Sunday, grouped by day.
- Previous day / Next day (or Previous week / Next week) step back and forward, and Go to date jumps to any day.
- Each appointment shows its time, the ticket (click it to open the ticket), who asked for it, who it's with, the stack and where the ticket is now.
Times are in your own time zone from Settings → My profile, so a manager traveling sees the right local times. Open times for moving an appointment use the company's hours, in the company's time zone.
Filters
- Stack: one stack, or All stacks.
- With: Everyone, Mine (appointments booked with you), No one in particular (stacks that take a number at once rather than a particular person), or one person. Employees start on Mine; Admins start on Everyone.
- Show cancelled: cancelled appointments stay listed, crossed out, so you can see what changed.
The filters are in the page's address, so you can bookmark "this week, Grooming, mine".
Moving and cancelling
If you're an Editor or above on the stack, each appointment has Move and Cancel appointment, the same as on the ticket. Moving shows the open times; cancelling asks first and frees the time. The customer gets an email either way. If the person has connected their calendar, the event on it moves or is deleted too (see Connect your calendar).
You only see appointments from stacks you can open.
Related
- Appointments on web formsLet customers pick an open time on your web form: a set number at once, or with a particular person, with no double-booking.
- Today's StackPick what you'll get done today, check it off as you go, and see what your team is working on.
- Roles & accessSee what the Owner, Admins and Users can use, pick the menu items Users see, choose who can make stacks, and limit what Admins can do. Hidden items stay closed.
- Working a ticketEverything on a ticket page: the step, owner, due date, fields, files, comments, watchers, tags and history.
Still stuck? Email hello@ticketstacker.com. A real person reads every message.