Help Center

Knowledge Base

Find setup and workflow guides for every core Appointa feature. This content is original and specific to the Appointa product experience.

Getting started

Set up your clinic workspace

Create your clinic, complete onboarding, and prepare your workspace for bookings.

Updated 2026-02-27

Calendar and bookings

Book and manage appointments

Create, reschedule, and update appointments from your clinic calendar.

Updated 2026-02-27

Services

Add and manage services

Build a clean service catalogue with categories, durations, and pricing.

Updated 2026-02-27

Team

Add and manage team members

Invite practitioners, define roles, and map services to each person.

Updated 2026-02-27

Inventory

Manage products and inventory

Create products, track stock, and run stock adjustments confidently.

Updated 2026-02-27

Packages

Create, sell, and redeem packages

Bundle services into prepaid packages, track partial payments as liability, and recognize revenue only when sessions are redeemed.

Updated 2026-03-01

Notifications

Manage notification settings

Control what is sent to clients and team members, and when.

Updated 2026-02-27

Notifications

Configure appointment reminders

Set reminder timing to reduce no-shows without over-messaging clients.

Updated 2026-02-27

Clinic profile

Update your clinic profile

Keep your public-facing clinic profile complete and conversion-ready.

Updated 2026-02-27

Clients

Manage clients and notes

Maintain clean client records, notes, and history in one place.

Updated 2026-02-27

Settings

Configure clinic settings

Set operating rules, access controls, and defaults for daily operations.

Updated 2026-02-27

Online booking

Set up public booking

Publish your booking page and keep availability aligned with your team.

Updated 2026-02-27