The Appointments section is the central hub for managing all bookings.
Navigate to Radius Booking → Booking Management → Appointment.
It is split into two sub-sections:
1. All Appointments for viewing and managing existing bookings, and
2. Add New for manually creating appointments.
1. All Appointments #
The All Appointments page provides a complete overview of every booking with summary stats, powerful filters, multiple view modes, and per-appointment status controls.
Use the ‘+ Book Appointment’ button in the top right to manually create a new booking.
Summary Statistics #
Four stat cards at the top of the page give a quick snapshot of your bookings:
- Total Appointments: The overall count of all bookings across all statuses.
- Total Confirmed: The number of bookings with a Confirmed status.
- Total Pending: Bookings currently awaiting confirmation.
- Total Cancelled: The number of bookings that have been cancelled.
Filters #
Use the filter bar to narrow down the appointments list by specific criteria. Click Clear Filter to reset all filters at once.
- Status: Filter by appointment status: All Statuses, Confirmed, Pending, Cancelled, or Completed.
- Date From: Set the start date of the range to filter appointments.
- Date To: Set the end date of the filter range.
- Staff ID: Filter appointments assigned to a specific staff member by entering their ID.
- Service ID: Filter appointments for a specific service by entering its ID.
Tip: Filters can be combined. for example, filter by Status: Confirmed and a specific Date From/To to see all confirmed bookings within a date range.
View Modes #
Switch between four different ways to view your appointments using the view mode buttons:
- Daily: Shows appointments grouped by day, with each date as a collapsible section.
- Weekly: Displays appointments in a weekly calendar layout.
- Monthly: Shows a full monthly calendar overview of all bookings.
- List View: Shows all appointments in a flat, scrollable table list.
Appointment List #
In the Daily, Weekly, and Monthly view, appointments are grouped under their booking date with a count displayed (e.g., ‘1 total’, ‘2 completed’). Each appointment row shows the following details:
- Appointment ID: A unique booking reference number (e.g., #2).
- Customer Name: The name of the customer who made the booking.
- Service: The name of the booked service (e.g., Career counseling).
- Staff: The assigned staff member for the appointment.
- Date: The scheduled appointment date.
- Time: The appointment time and duration.
Status Control #
Each appointment row has an inline status dropdown to update the booking status without opening the full details view. Available statuses are:
- Confirmed: The booking has been accepted and confirmed (shown in blue).
- Pending: The booking is awaiting confirmation (shown in orange).
- Cancelled: The booking has been cancelled (shown in red).
- Completed: The appointment has taken place and is marked as done (shown in green, with a checkmark).
Details Button #
Click the Details button on any appointment row to open the full appointment record, where you can view and edit all booking information including customer details, service, staff, date, time, payment, and notes.
Appointment Information #
Displays the core booking details for this appointment.
- Date & Time: The scheduled date and time slot
- Service Provider: The assigned staff member’s name, profile photo, and Staff ID
- Service: The name of the booked service and its Service ID.
- Location: The appointment location with full address and phone number.
- Update Status: A dropdown to change the appointment status directly from this page (e.g., Completed). Shows the Last Updated timestamp alongside.
- Parent Appointment ID: If this is a recurring or linked appointment, the parent booking ID is shown as a clickable link.
Customer Information #
Displays the details of the customer who made the booking.
- Customer Name: The customer’s full name as provided at booking.
- Email: The customer’s email address.
- Customer ID: The unique ID assigned to this customer in the system.
- Number of Persons: The total number of attendees included in this booking.
- Booking Token: A unique system-generated token for this booking.
- UTC Offset: The timezone offset of the customer at the time of booking.
- Customer Status: The confirmation status of the customer’s booking.
- Duration (min): The total duration of the appointment in minutes.
Payment Details #
The Payment Details panel on the right shows the full financial summary of the booking.
Service Price: The listed price of the service.
- Due Amount: The outstanding amount still owed by the customer.
- Payment Status: The current payment status badge (e.g., Pending — orange).
- Payment Method: The method used or selected for payment (e.g., Offline).
- Payment ID: The unique ID of this payment record.
- Booking ID: The unique booking reference number.
- Booking Type: The type of booking.
- Booking Date & Time: The timestamp when the booking was originally created.
- Mark as Paid: Click this green button to manually mark the appointment payment as paid.
- Custom Payment: Click to process a custom payment amount for this appointment. Payment can only be processed for confirmed appointments.
- Created / Updated: Timestamps showing when this appointment record was first created and last modified.
2. Add New Appointments #
The Add New Appointment page allows admins to manually create a booking on behalf of a customer.
Navigate to Radius Booking → Booking Management → Appointment → Add New, or click + Book Appointment from the All Appointments page. Click Save to confirm or Cancel to discard.
Service Details #
Select the service, location, and staff member for this appointment.
- Select Service*: Choose the service to be booked from the dropdown. The service price is shown alongside the name (e.g., Career counseling $80). Required.
- Select Location*: Choose the location where the appointment will take place. Required.
- Select Staff*: Choose the staff member who will handle the appointment. Required.
Date & Time #
Set the scheduled date and time for the appointment.
- Appointment Date*: Select the date for the appointment using the date picker. Required.
- Appointment Time*: Once a date is selected, available time slots will be displayed for selection. If no slots are available for the chosen date, a ‘No time slots available for selected date’ message is shown. Required.
Customer Information #
Choose whether to assign this appointment to an existing customer in the system or create a new one.
New Customer
Select New Customer to enter details for a customer not yet in the system.
- First Name*: The customer’s first name. Required.
- Last Name*: The customer’s last name. Required.
Email Address*: The customer’s email address. Required.
Existing Customer
Select Existing Customer to link this appointment to a customer already in your records.
- Select Customer*: Search and choose the customer from the dropdown. Required.
Payment & Options #
Configure the payment method and notification preferences for this manually created appointment.
- Payment Method: Select how the customer will pay (e.g., Offline Payment). The available options reflect the payment gateways enabled in Settings → Payment Gateway.
- Send Notification to Customer: Check this box to automatically send a confirmation email to the customer with the appointment details after booking.
Special Notes (Optional) #
Add any internal notes or special instructions relevant to this appointment. This is visible to admins only and is not shown to the customer.
Click the blue Book Appointment button to save and create the appointment. Click Cancel to discard all entries and return to the previous page without saving.
Note: Fields marked with * are required. You must select a service, location, staff, date, time, and customer before the appointment can be saved.
