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Appointments for your business

Appointments

Keep customer appointments, assigned staff and session notes together. Give your team a clear schedule to review before the next appointment.

Book against recorded availability

Review staff working hours, approved leave and overlapping appointments. Check staff-service eligibility and room or equipment availability where configured.

Keep repeat sessions understandable

Record the timezone and manage recurring appointments through reviewed series changes and exceptions. Keep attendee, payer and contact roles clear, and restrict private notes.

Follow the booking to its outcome

Review follow-ups and billing attention in the action centre. Use eligible service invoicing or attendance agreements, and record the supported application, refund or cancellation treatment of deposits.

Appointment schedule with customer work

See upcoming and completed customer appointments in the working schedule. The interface shown below is a current product capture from the populated fictional TerminalHQ demonstration workspace.

Current TerminalERP appointment schedule showing customers, dates, owners and statuses.
See upcoming and completed customer appointments in the working schedule.
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How the workflow fits together

1. Choose the customer, service and resources.

2. Review availability, timezone and recurrence.

3. Record the outcome and follow-up.

4. Review eligible billing and deposit actions.

Appointment through outcome

Connect the booking to the next business step.

  1. Customer and staff
  2. Start and end time
  3. Overlap check
  4. Save appointment
  5. Review status
  6. Choose another time
  7. Eligible billing / deposit review
  8. Recurrence setup option

A practical example

A training business schedules recurring sessions with an eligible instructor and available room. After a completed session, it reviews the attendance agreement or eligible invoice action and any recorded deposit.

Check the fit for your business

Completion, invoicing and payment are distinct events. Confirm external reminder delivery separately; do not assume public self-booking or calendar synchronisation.

Keep the next step close to the work.

Review assigned bookings and the next follow-up through permitted phone workflows. Resource setup and complex financial review can continue in the browser.

Explore mobile access

Make your next business review easier to prepare.

Compare the plans or tell us how you want to use appointments.