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 in their CO:CREATE calendar
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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.
Appointments can also be scheduled from the CO:CREATE Calendar.
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.
Appointments can be viewed from the Booking Request detail page, or your CO:CREATE calendar. Appointments can also be synced with your Google Calendar to view externally.
If you want to auto-schedule Clients instead, you can add a scheduling link to your “Scheduling” settings and let them schedule themselves after paying a deposit. See how to set this up here.
Scheduled Appointments
Artists can schedule as many appointments as they want. After the appointment is scheduled, the appointment displays in the CO:CREATE calendar, as well as a card on the Booking Request.
Edit Appointments
Artists can edit an appointment in the CO:CREATE calendar, or 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: Currently, if you delete an appointment on the Booking Request after you've synced it to your Google Calendar, it will not be removed from Google Calendar. You'll need to delete it from both places.