How to Schedule an Appointment on Platform
Scheduled appointments are visible to Clients and Artists on the Booking Request detail page, under the Appointments section.
Only artists can schedule an appointment within the Booking Request form
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- The Appointments section is only available for Booked requests
- Appointments can only be scheduled for Booked requests
Schedule an appointment
Artists can schedule an appointment for Booked requests, by opening the contextual menu in the top right corner, or by pushing the Schedule Appointment button.
Schedule Appointment sheet
After pushing “Schedule Appointment” from either the button or contextual menu, a sheet opens with the following options.
Location: This field is set automatically to the location the client chose at submission, and cannot be changed.
Appointment Type: Select one of four options; Hourly, Half-day, Full-day, or Consultation
Date: Select a date for the appointment
*this is not integrated with any external calendar, this feature will be offered in the future
Start Time: Select a time for the appointment.
End Time: Select an end time for the appointment.
*Appointment scheduling in-app is entirely manual. There is no in-app calendar yet to view all appointments holistically.
Appointments can only be viewed from the Booking Request detail page, but can be synced with the artists Google Calendar to help avoid double bookings.
Appointments can only be viewed from the Booking Request detail page, but can be synced with the artists Google Calendar to help avoid double bookings.
If artists want to auto-schedule clients instead, they can add an external calendar link to your “Scheduling” settings, see how to set this up here
Scheduled Appointments
Artists can schedule as many appointments as they prefer. After the appointment is scheduled, a toast appears to confirm it was scheduled successfully. The scheduled appointment displays as a card above the “Schedule appointment” button, and can be tapped for more options.
Edit Appointments
Artists can edit an appointment by tapping on the payment card in the Appointments section of the booking request. Once tapped, a menu opens with the following options.
Edit Appointment: Artist can edit the date, time or appointment type as needed
Add to calendar: The Artist can sync the appointment to their Google Calendar
Note: Each appointment must be synced manually. We don’t yet have a way to sync to Calendar automatically. Syncing to Google Calendar simply creates an appointment in their selected calendar.
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- Any edits made to the appointment in Google Calendar does not change the appointment listed in CO:CREATE
- Any edits made to the appointment in CO:CREATE does not change the appointment in Google Calendar.
Delete appointment: To remove the appointment from the Booking Request.
*Note: If the artist deletes the appointment on the Booking Request after they’ve synced it to their Google Calendar, it will not remove it from Google Calendar. They will need to delete it from both places.