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The Bookings screen in the WingUp app is a calendar of your appointments and meetings: the ones the agent booked on calls, the ones your team made, and the events of your connected calendar (Google Calendar or Outlook). What you change here changes in your calendar too, and the agent sees it at once.

Before you start

  • Connect a calendar: Google Calendar or Outlook Calendar. Without one, the screen shows a button to connect it.
  • To see a column for each person, mark people as Bookable in Team, and link each person’s calendar.

The views

Press Today, the arrows, or the date at the top to move. The view and the date are in the page’s address, so a link opens the same view. The grey stripes are the hours when the business (or the person, in the Team view) does not work. The red line is the time now.

Book

  • Click a free time (or tap it on the phone). A form opens with that time filled.
  • Drag down on free time to choose the length, then fill the form.
  • Or press New and choose Appointment, Meeting or Block time.
In the form, choose the person, the service (the service sets the length), and the customer: type a name or a phone number to find them, or type a new name to add a new customer.

Move, change the length, and give to another person

  • Drag a meeting to another time or day. On the phone, press and hold a meeting, then drag it.
  • Drag the bottom edge of a meeting to make it longer or shorter.
  • In the Team view, drag a meeting to another person’s column to give it to them. It moves to their calendar.
  • Without dragging: open the meeting and press Move….
While you drag, the meeting shows its new time. If the time is not possible, it says why — it overlaps another appointment of the same person, the time is blocked, or the time has passed — and the meeting goes back to its place. After every change a message shows Undo for a few seconds.

Block time

Press New → Block time, or choose Block time in the form. Blocked time is in your calendar, so nobody can book it — not your team and not the agent. Use it for a break, a day off, or a meeting outside the business.

The front desk: arrived, did not come, paid

Click a meeting to open its card. From the card you can:
  • mark Arrived or Did not come (the numbers on the Numbers tab count them),
  • mark the appointment paid or unpaid,
  • call the customer or open WhatsApp with them,
  • cancel the appointment (press twice to confirm),
  • open the full meeting and the customer’s card.
These marks belong to WingUp. Your calendar does not hold them, and a calendar update never erases them.

Display and filters

The gear button sets, for you only: what the card shows (the customer’s name or the service), the colour (by person or by service), the hour height, Friday and Saturday, and whether cancelled appointments show. The Everyone button shows only one person’s appointments, or only yours.

On the phone

The phone opens on the day view, with the week as a strip of days on top. Tap the arrow under the strip to see the whole month. Swipe the hours left or right to go to the next or the previous day.

Keyboard

d w m p a change the view, t goes to today, j and k go forward and back, c makes a new appointment, g picks a date, Delete cancels the selected meeting, Esc closes a card or stops a drag, and ? shows the list.

Always up to date

The calendar updates by itself, within a second or two: when the agent books on a call, when someone on your team changes an appointment, and when an event changes in your Google or Outlook calendar. “Updates live” next to the date shows that it is connected.

Who sees and changes what

  • Each branch sees its own calendar. A person who belongs to a branch sees that branch’s appointments and its people in the Team view, and nothing of other branches (set in Organisation structure). The owner sees everything.
  • A branch manager sees and changes everything in their branch. Mark them Manages it in the branch’s People tab.
  • “Only their own” for some roles. In Settings → Team and roles, open a role and set May change for Meetings to Mine. People in that role still see the whole branch’s calendar, but they move, change and cancel only their own appointments. Others’ appointments show a lock.
  • Someone who handles other people’s calendars (a secretary for three doctors): open the person in Team and add those doctors in Also responsible for. Their appointments count as the person’s own.
  • The rules are kept on our servers, not only on the screen: the agent, the assistant and every other way in follow them too.

What we can see and do

The calendar shows what is in the meetings table of your business: times, titles, the person and the branch, the service and the customer. An event marked private in your calendar shows only as busy time — we do not read or keep its details. Each person sees the meetings of their own branch or department, as set in Organisation structure.

Support

Write to wingy@wingup.ai.