Appointments

Scheduling in MacroDeck works in one direction: slots come first. A staff member publishes the times they're free, and clients (or you, on their behalf) book into those slots. Get that order right and the rest follows.

The Appointments page

Open Calendar in the sidebar (it opens the Appointments page). It has two views, toggled top‑right:

• List (default) — appointments grouped under tabs: All · Today · Upcoming · Requested · Completed · Cancelled, each with a count. Narrow further by date range or by staff member.
• Calendar — a week/day/month calendar (drag‑free) showing slots and booked appointments.

The Availability section lists open slots for the selected member; if there are none, you'll see "No slots in this range — use Create Slots to add availability."

1. Publish availability

Click Create Slots to open Create Availability Slots — a bulk creator, not a one‑slot‑at‑a‑time form:

Hit Create Slots and the window is split into bookable slots across every chosen day and week.

Owners and admins can create availability for themselves or for any other eligible team member — pick the person in the Staff Member dropdown. If the dropdown is empty, add an owner/admin/dietician/coach under Settings › Team first.

2. Book a client into a slot

Click an open slot (in the Availability list or on the calendar) to open Book this slot:

• Client — search and pick.
• Title — e.g. "Initial Consultation".
• Mode — Video / In Person / Phone.
• Notes — optional.

Save with Book Slot. (The Delete slot button on the left removes the slot instead, if you published it by mistake.)

Clients can also request an appointment themselves from their portal — those land in the Requested tab for you to Approve or Cancel.

3. Manage an appointment

Click any appointment to open its detail panel: status, client, staff member, date/time, mode, and notes. The action buttons change with the status:

• Requested → Approve or Cancel.
• Scheduled / Confirmed → Complete, No Show, or Cancel.
• Completed / cancelled appointments are read‑only.

Contact links — add a Google Meet / Zoom / Teams URL, a location, or a custom link to the appointment. The client sees these on their copy. There's also an Add to Calendar (iCal) export for both sides.

4. Reviews

After an appointment is marked Complete, the client gets a Leave a Review button in their portal — a 1–5 star rating with an optional comment. Submitted reviews show on the appointment for both of you. It's a light, built‑in way to track session quality over time.

What clients see

In their portal under Appointments, clients get three sections — Requested, Upcoming, and Past — and a Request Appointment button. Requesting walks them through picking a published slot, filling in a title/mode/notes, and confirming. If you haven't published any slots, the dialog falls back to showing your clinic's phone and email so they can reach you directly.

Common workflows

"Set up my week and take bookings"

1. Create Slots → pick yourself, 09:00–17:00, 60‑min, Mon–Fri, 4 weeks.
2. Share your client portal — clients Request Appointment into those slots.
3. Approve requests from the Requested tab; add a Meet link on each.

"Book a follow‑up during a session"

1. From the client's profile Appointments tab (or the calendar), click an open slot.
2. Book this slot → the client's pre‑filled → set title and mode → Book Slot.

What's next

• Settings › Team — add the staff members who'll hold availability.
• Clients — appointments also appear on each client's profile.