For businessesStep-by-step guide
Manage a booking from request to completion
Keep the client, schedule, readiness checks, payments, and next steps together in the appointment.
Open this feature
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
You need to review a request, prepare for the next client, or finish and record a visit.
Follow a booking from request to visit
Follow a booking from request to visit
- 01Request arrivesOpen the booking
- 02Review detailsClient and readiness
- 03Confirm or changeCheck the schedule
- 04Complete visitRecord what happened
How to use it
- Open a booking from your dashboard or calendar. Check its status, assigned team member, time, and client details.
- Review the appointment's intake, waiver, deposit, and balance information. Follow any missing-item links before starting service.
- Use the appointment's available actions to confirm, change, or cancel it. Read the confirmation and any policy information before saving.
- After service, check the agreed total and recorded payments, then complete the appointment. Record cash or other outside payments only after receiving them.
What to know first
- Available actions depend on appointment status, timing, team permissions, and your booking rules.
- An available slot can change before a booking is confirmed. Dino checks scheduling conflicts when changes are saved.
How it connects
The appointment connects the client's history, payment balance, communication, and calendar. Update the underlying appointment when details change so those views stay consistent.
A useful habit
Use the next-client area for a quick readiness check, then open the full appointment when you need more context.