Help Centre / Appointments & Scheduling / Linking an appointment to a client
Linking an appointment to a client
Tie a booking to the customer it is for so it shows up against their name.
When you create or edit an appointment you can attach it to a client, so the calendar shows who the job is for and all their visits stay together.
- Open an appointment by tapping it on the calendar, or start a new one.
- Tap the Client dropdown and choose the customer.
- Fill in the rest of the details and save.
Once linked, the client name appears above the appointment title on your calendar and in the day view.
Appointments link to a client rather than to a specific quote or invoice. If a booking is for a particular job, put the quote or invoice number in the Title or Notes so it is easy to find.
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