Group appointments
Want to create appointments that allow several clients to attend? Say hello to group appointments!
If your company books classes or has group training sessions, group appointments will help tremendously. For the sake of this example, we’re going to make a group manicure appointment. I know, maybe not everyone wants their nails done with a group of people – but it could be fun, no? Alright, let’s get started.
Login to your account, then click “Manage”, then click on “Services”. Now edit or add a service. Once you fill in the appropriate information, you’ll see a checkbox that says “Group booking”. Check that off.
Go to your “Schedule” page and create a new appointment. You can either do that by clicking the green “Add” button or clicking on a time cell. Once you do that, a box will appear where you will enter the appointment information. Click on the “Type” dropdown and select “Group”.
Once you’ve entered all of your appointment information, you can go ahead and click “Add” at the bottom. Your group appointment should now appear on the schedule page. Attendees of your group appointment can either be added manually by a staff member or they can add themselves through the client view.
Add attendees manually
Once you’ve added your group appointment, it should appear as a purple box on the schedule page. Click on it to edit.
Now click on the tab called “Attendees”.
You can add a new client or use the auto-complete field to add existing clients as attendees.
Clients adding themselves
Once a client navigates to your client view (https://yourcompany.coconutcalendar.com/), they will be presented with a list of services you offer – one of them being the group service. Once they click that they will proceed through the normal process of booking an appointment.
Clients can only book one group service at a time – that’s why the other services are greyed-out when you click on a group appointment.
Have fun!





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