How to schedule an appointment with a customer?

Article Index
1. What is the "Appointment Time" feature?
2. How to schedule an appointment?
3. How appointment time appears to customers?
4. What are the limitations of appointment time?
5. How is appointment time different from "Booking a Service"?

1. What is the "Appointment Time" feature?

The appointment time feature allows PROs and customers to easily schedule agreed-upon service times and display them to the PRO's calendar.

Once an appointment time is added, both the PRO and the customer will see a reminder in their chat room. This serves as a clear reference for the scheduled service time and helps the PRO keep track of their workload in the calendar view.

2. How to schedule an appointment?

(1) Set up your company's service hours

Appointment time slots are based on your company’s designated service hours. Before using this feature, be sure to configure your service hours. (Refer to the tutorial: Setting Service Hours)

(2) Add an appointment in the chat room

After confirming the service time with the customer, click the "⋯" (More options) button in the upper right corner of the chat room and select "Make appointment." Then, choose the agreed-upon date and time.

(3) Modify or delete appointments

Once the appointment is created, a reminder will appear at the top of the chat room. To make changes, click ">" to adjust the time or delete the appointment.

(4) View all appointment

To review all scheduled appointments, go to "Calendar → My Appointments". Here, you can see a list of appointments scheduled within the next two months and easily manage your upcoming work.

3. How appointment time appears to customers?

The appointment time feature is designed to help both PROs and customers stay aligned on scheduled service times. It does not include a separate accept or reject function. However, the PRO and the customer can add, modify, or delete appointments.

When an appointment is added by either party, both will see the same reminder in the chat room. Both the PRO and the customer can edit or delete the appointment, and system notifications are sent in real-time to inform both parties of any changes, preventing any inconsistencies.

Tip:
Before creating an appointment, it is recommended to confirm the time with the customer to avoid misunderstandings.

Note:
Customers cannot view your full calendar. They can only see your public service hours (shown on your PRO profile) and any scheduled appointments displayed in the chat room.

4. What are the limitations of appointment time?

(1) Maximum of 3 simultaneous appointments per task

Each task can have up to 3 active appointment slots at the same time, including appointments added by either the PRO or the customer.
Once an appointment time passes, the reminder disappears from the chat room and no longer counts toward the three-slot limit. In other words, each task can have a maximum of three unexpired appointments.

(2) Appointments must fall within PRO's service hours

Appointments cannot be scheduled during your paused service periods or outside your designated service hours.

(3) Maximum number of customers per time slot

In the company’s service hour settings, you can specify the maximum number of customers allowed per time slot. Once this limit is reached, no additional appointments can be scheduled for that slot, and the Promotion service will stop matching any new requests to that time. (Refer to: What are service hours and calendars?)

5. How is appointment time different from "Booking a Service"?

"Booking a Service" is a feature of the Promotion service that allows customers to directly schedule services with PROs via the PRO’s profile. In contrast, Appointment Time enables both parties to record and display mutually agreed-upon service times within the system, making schedule management more convenient for PROs.