Appointments module overview
With the Appointments module your guests book a free time on your website – no account needed – while you see and manage bookings, services and working hours in Demona. Open it from the CRM menu → Appointments; once on, it works in Demona and on every website of the team at once.
CRM → Appointments opens the bookings page. It has these views:
- Calendar – month, week, day or list view, coloured per provider; filter with the provider chips, and tick Include cancelled to see cancelled bookings too.
- Occupancy – for services booked by the day or the night: the days of the month for each resource (an apartment, a tool), showing at a glance what is free and what is taken.
- Upcoming – a list of the next bookings.
Click a booking to open its details, where you can confirm or cancel it, or mark it completed or a no-show. With New booking you record a booking yourself, for example one made by phone.
Under Booking settings you set what can be booked (Services), with whom and when (Providers), when you are closed or open extra (Exceptions), and the rules (Rules). Until there is at least one service and one provider with working hours, nothing can be booked.
Switching it on. Appointments is a team-level module, switched on or off in the module selector together with the other modules. When on, the Appointment booking block is available in the editor of every website of the team; when off, booking stops everywhere, but the cancellation links guests already have keep working.
Permissions. Anyone with access to the module sees the bookings; settings, recording a booking and acting on bookings need the module's manage permission. Admins and editors have both by default.