Schedule & appointments

How to create an appointment manually?

Schedule an appointment from the Agenda section: pick a time slot, open a booking and fill in the client details.

Calendar settings

Customize the agenda view: display type, time slot density and visible calendar range.

How to filter the schedule?

Filter appointments by location, professional, date, status, channel, services and creation date from the agenda toolbar.

Cancel or reschedule an appointment

Change the status, delete or edit an existing appointment from the calendar without losing client history.

Sync with Google Calendar

Connect your Google account from My profile to sync CitaPro appointments with Google Calendar.

How to create time blocks?

Block time slots on the calendar for breaks, meetings or vacations. Clients won't be able to book those intervals.

How to delete a time block?

Remove a time block from the calendar to make that slot available for bookings again.

How to configure scheduling settings?

Set booking margins, time slot intervals, how far ahead clients can book, and whether they can reschedule from Settings → Scheduling.

Custom booking statuses

Create your own statuses to classify appointments. System statuses (Reserved, Confirmed, Cancelled, etc.) stay visible but cannot be edited.