Skip to content

Tag: Termineingabe

Calendar settings: Appointment entry – Required fields

In the mandatory fields, you can specify which fields must be filled in during appointment entry in order to save an appointment. If you do not activate these fields, you can also save appointments with "empty" data, which may result in inconsistent customer data.

You can access this area under
Settings > Calendar > Appointment Entry > Mandatory Fields

Gender Default

If the majority of your customers are either female or male, it makes sense to set a default here so that gender only needs to be explicitly selected if a customer belongs to a gender not specified here. This is suitable, for example, for nail studios or barbershops.
If you do not set a default here, employees must click on the gender each time to ensure clean data.

Mandatory Fields

Specify here whether name, phone number, and email address must be entered during appointment entry in the calendar, or can be left blank if needed.
For example, if you set the email address as a mandatory field, an appointment cannot be saved without an email address.

Attention: Please discuss with your employees how they should proceed if a customer does not have an email address or absolutely does not want to provide one. The following problems can occur if your employees cannot save appointments without an email address:

  • Employees always enter the same address (info@mycompany.de or similar) in order to save the appointment. In the customer file and in the duplicate finder, these customers appear as duplicates, even though they are not – and are sometimes incorrectly merged. This is critical because the merge cannot be undone.
  • Others enter fictitious addresses (asdf@asdf.de), which may actually exist. Then a third party receives the reminder emails and can complain to you for data protection reasons.

You can find an overview of all calendar settings here.

Calendar Settings: Appointment Entry – General

Here you can define how your calendar should behave when entering appointments.

You can access this area via Settings > Calendar > Appointment Entry

Strict Mode
The Strict Product Mode warns you as soon as a booking is not possible within working hours.
If the mode is disabled, you can book appointments that may fall outside the working hours or competencies of an employee.
If it is enabled, the calendar alerts you that the appointment exceeds the employee's working hours or that this employee does not have the competency for the booked service.
If you create an appointment with an employee who has no competency or available time, other employees who can perform the service will be suggested.

Example of warning message with Strict Product Mode enabled:

The same applies to the Strict Rhythm Mode, except that here the appointment rhythm is taken into account.

Offer booking of other employees when booking services
If booking other employees is enabled, I have the option to select a specific employee directly when choosing a service. This is especially useful for appointments with multiple services.

Employees are selectable for each service:


Save Space
If you have many service categories, it may make sense to consolidate them into one button by enabling "save space by combining all bookable services instead of listing each product group individually".

Example of individual and consolidated calendar groups in appointment entry:


Enable Service Search
When entering appointments, your services are selectable in dropdown menus. If you additionally want a search field to quickly find services, you can enable it here.

Automatically Mark Appointments as Attended
Here you can specify whether you want to document for each appointment whether it took place or was cancelled, or whether you only need to manually mark cancellations.
For more information on how to document a customer's reliability, click here.

Default Service
If you define a default service here, it will be automatically entered whenever you create an appointment in the calendar. This is suitable for businesses that primarily offer one service. This could apply to EMS studios, for example.

Enter First and Last Name Separately
If you disable this option, only the last name will be requested when entering appointments.

Input Aid
The guide line at the cursor is a help line that always moves with the mouse and makes it easier to enter appointments in the calendar. This can also be disabled.

Guide line with time display in the calendar:


Additional Services
If you add additional services to your services that are automatically offered during online booking, you can also display them in the calendar. This regularly reminds your employees to sell additional services.


Make Appointment Steps Movable
You will see appointment steps in multi-step appointments. This allows you to distinguish the individual steps and move them around.

Example of appointment with movable appointment steps:

Short video about movable appointment steps:


First Time, Then Customer Data
If this function is enabled, the Appointment Assistant will first ask for time and service. Only then will you enter the customer data. If it is disabled, the order is reversed.

If Email Address is Missing, Ask for Email Address
If a confirmation or reminder email did not reach the recipient on the last delivery attempt, the system will ask you to verify the data at the next appointment for the same customer.


Strict Product Mode

You can create appointments in your calendar outside working hours or assign services to employees as an exception, even if these are not provided for in the competency settings of your service. This gives you some flexibility when entering appointments, but can also lead to errors in the hustle and bustle of everyday life.

Your calendar can warn you as soon as you enter an appointment that is not correctly entered with regard to the time or competency settings. To do this, you can activate the Strict Product Mode.

You can access this area via Settings > Calendar > Appointment Entry.

Activating Strict Product Mode

In the Calendar Settings under Appointment Entry, you can activate Strict Product Mode.

Warning in the Calendar

As soon as you enter an appointment that is outside working hours or does not fall within the employee's competency, your calendar suggests alternative booking options. If you still want to enter the appointment as planned, you can force the booking.

Note: Your customers can of course never book services online that are outside working hours or competency settings – regardless of whether you have activated Strict Product Mode or not.