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Managing Appointment Bookings

Once you've created an appointment type, you can view and manage all the bookings directly from within that appointment.

Where to Find Bookings

  1. Go to Appointments from the main menu.

  2. Click on any appointment type (e.g., "Talk with Pastor John").

  3. Inside the appointment view, click the "Bookings" tab at the top.

👉 Log in to Gracely to follow along.

What You Can See

In the Bookings tab, you'll find a list of all scheduled sessions. Each booking shows:

  • Appointment time (date and time slot)

  • Meeting with: the name of the person who booked

  • Status: Upcoming or Completed

  • View details: opens the booking with their phone, email and Notes (added during booking)

  • An actions menu (3 dots)

① The Bookings tab lists each booking's time and who booked. ② View details opens it. ③ The ⋯ menu has Cancel booking.

Tip: You can sort by date or scan for upcoming appointments quickly.

Actions You Can Take

  • Preview: See what the appointment looks like for users.

  • Share: Get a public booking link to send out.

  • Cancel a Booking:

    • Click the 3 dots (•••) next to the booking.

    • Select Cancel booking to remove it from the schedule.

Canceling a booking does not delete the entire appointment type — it only affects that individual session.

Delete the Appointment Type

If you need to delete the whole appointment (including all future bookings):

  • Open the appointment type and click Delete schedule in the actions list on the left.

  • This action is permanent and cannot be undone.

To delete the whole appointment type, use ⑥ Delete schedule in the actions list on the left. ① Preview and ② Share are there too.

Best Practices

  • Use the notes section to track pastoral needs or session goals.

  • Cancel early if you’re unavailable so members have time to reschedule.

  • Keep the list clean by removing past test bookings or canceled ones.

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