Manage bookings as Customer (Self-Serve)

Customers can book, reschedule, or cancel their appointment online from your booking page. They can also manage changes from the links in their confirmation/reminder messages

Create a booking (customer)

1. Open your online booking page from your website

2. Select the service they want

3. Choose an available date and time

4. Enter their details (name + contact info)

5. Submit the booking

6. They receive a confirmation message with the booking details 

What happens next

• The booking appears in your booking dashboard automatically.

• The customer can keep the confirmation for reference and future changes. 

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Reschedule a booking (customer)

Customers typically reschedule in one of two ways:

• From a reschedule link inside a confirmation/reminder message, or

• From their customer booking details (if provided)

Typical flow

1. Open the reschedule link

2. Select a new date and time

3. Confirm

4. They receive an updated confirmation and the booking updates in your dashboard 

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Cancel a booking (customer)

Customers can cancel using a cancel link inside their confirmation/reminder message (if enabled). 

Typical flow

1. Open the cancel link

2. Confirm cancellation

3. The booking is marked cancelled and your schedule updates automatically 

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Important notes (so expectations are clear)

• No login is usually required to reschedule/cancel when you use direct manage links in notifications. 

• You can set rules like a minimum time before cancelling (e.g., customers can’t cancel within X hours of the appointment). 

• Even if customer self-serve is on, you’re always in control — you can manage bookings for them from your dashboard at any time.