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In this article
  • Marking attendance
  • Collecting a payment from your client
  • Canceling appointments and issuing refunds
  • Managing clients' details
  • Managing client checkout
  • FAQs
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  2. Managing your business
  3. Business solutions & apps
  4. Wix Bookings
  5. Managing your calendar & bookings
  6. Wix Bookings: Managing Clients with Appointments Through your Booking Calendar

Wix Bookings: Managing Clients with Appointments Through your Booking Calendar

16 min
In this article
  • Marking attendance
  • Collecting a payment from your client
  • Canceling appointments and issuing refunds
  • Managing clients' details
  • Managing client checkout
  • FAQs
In your booking calendar, you can keep track of who pays and who attends an appointment at your business. You can also cancel sessions and issue refunds when necessary.  

Marking attendance

Mark attendance and no-shows at your appointments within the booking calendar. Keeping track of attendance can help you make decisions about how you offer appointments. 
  1. Go to Booking Calendar in your site's dashboard.
  2. Click the relevant appointment in your calendar.
  3. Click the Booked drop-down and select the relevant option:
    • Booked: The client who booked the appointment hasn't arrived yet. 
    • Checked-In: The client has arrived at the appointment and checked in. 
    • No-Show: The client didn't arrive for their appointment.  If relevant, you can apply a no-show fee to charge for the missed session.
      Note: This option is only available for classes that include cancellation and no-show fees in their booking policy.
A screenshot showing where to mark attendance and charge no-show fee on the desktop.

Collecting a payment from your client

Collect a payment by completing the checkout for unpaid or partially paid appointments.
  1. Go to Booking Calendar in your site's dashboard.
  2. Click the relevant appointment in your calendar.
  3. Click Go to Checkout.
  4. Click Save & Collect Payment.
  5. (Optional) Add a tip: 
    1. Select an amount or add a Custom amount.
    2. (Optional) Click Manage tip distribution to redistribute the tips among your staff.
  6. Choose how you want to collect the payment from your client.
A screenshot of the Save & Collect button to collect a payment.

Canceling appointments and issuing refunds

Depending on your payment provider, you can issue full refunds while canceling an appointment in the bookings calendar. 
Charging a cancellation fee?
Charge the cancellation fee first. Then, go to the Order tab to process the refund for the paid session.
  1. Go to Booking Calendar in your site's dashboard.
  2. Click the appointment you want to cancel.
  3. Click the More Actions icon   next to the session name and select Cancel. 
  4. Follow the steps below depending on the type of session you are canceling:

Managing clients' details

Click on any appointment in the booking calendar and select the client to view their contact card. Here, you can see their previous bookings, store important documents they shared and save notes about your client. You can also chat to your clients and send them service links or coupons.
  1. Go to Booking Calendar in your site's dashboard.
  2. Click the relevant appointment in your calendar.
  3. Click the name of your client to open their contact card.
  4. Choose what you want to do:
    • Click the Edit icon to edit the client's contact info (e.g. email, phone number, address).
    • Click the Overview tab to manage your client's appointments and details, such as updating their contact information, add a label to help organize contacts, link the contact to a workflow, and more.  
      Note: You might see different options depending on the Wix features you use.
    • Click Inbox tab to see your contact's activity history, and you can send a chat message, email, and SMS to your contact.

A screenshot showing your contact info details on your desktop.

Managing client checkout

Run a full checkout for clients from your site’s dashboard. You can create new sales on the spot or add details to unpaid or partially paid appointments.
Note:
New appointments are set for today. You can change the date or time anytime in your calendar.
  1. Go to Booking Calendar in your site's dashboard.
  2. Choose what you want to do:
A screenshot of the Checkout side panel in a Wix Bookings calendar.

FAQs

Click a question below to learn more about managing appointment clients.

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