Using the Appointments Page
The Appointments page gives you a searchable list of appointments in the current Provider Workspace. It is useful when you want to find appointments by date or status, review appointment notes, send reminders, update appointment details, reschedule an appointment, enter income, review appointment history, cancel an appointment, or permanently delete an appointment.
When you first open the page, Peach Suite Pro displays today's appointments unless another date, status, Coach Peach action, or specific appointment was requested.
Calendar
Use the Calendar button at the top of the page to return to the Peach Suite Pro Calendar.
Add Appointment
Click Add Appointment to open the Add Appointment form and schedule a new appointment.
Finding Appointments
From and To
Use the From and To date fields to search a single day or a range of dates.
- For one day, enter the same date in both fields.
- For a date range, enter the first date in From and the last date in To.
- Click Filter to display matching appointments.
Status
You can filter the list by appointment status:
- Booked
- Completed
- Cancelled
- No Show
- Overdue
Overdue is calculated by Peach Suite Pro. It shows appointments dated before today that are still marked Booked and therefore need review.
Today
Click Today to display today's appointments.
Show All Appointments
Click Show All Appointments to remove the normal today-only view and display appointments across all available dates.
Coach Peach Appointment Reviews
Coach Peach can send you to the Appointments page with a specific appointment or filtered group already selected. Depending on the Coach Peach action, you may see guidance for:
- an appointment that needs a reminder,
- tomorrow's appointments, or
- overdue appointments that require review.
When Coach Peach opens a specific appointment, Peach Suite Pro can display that appointment even if it falls outside the normal date or status filters.
Appointment List
Each appointment row shows:
- ID — the unique appointment ID,
- Date,
- Time,
- Client,
- Service,
- Status, and
- Actions.
If the appointment contains appointment notes, a View Note button is available so you can read the note without leaving the list.
Appointment Actions
Edit
Click Edit to update appointment details. The current Edit Appointment screen allows you to change:
- Service Type,
- Service Price,
- Date,
- Time,
- Duration, and
- Notes.
If a date, time, or duration change affects the schedule, Peach Suite Pro checks whether the requested time is available before saving the change.
Provider is not changed from the Edit Appointment screen.
Reschedule
Use Reschedule when you only need to move an appointment to a different date or time.
Reschedule is available only for Booked and Cancelled/Canceled appointments. Completed and No Show appointments cannot be rescheduled.
The Reschedule screen changes only the appointment date and time. Peach Suite Pro keeps the existing service, provider, duration, price, and appointment details and checks availability before saving.
If a cancelled appointment is successfully rescheduled, its status returns to Booked.
Add Income
Click Add Income to begin the appointment closeout workflow. This is more than a basic accounting entry: it records the appointment's income and then continues to the Post Appointment Wrap-Up.
The Add Income screen can record service, retail, tax, tip, payment method, employee, client credit when permitted, processor information, and other payment details.
If Square is used, Peach Suite Pro requires you to retrieve and review the actual Square payment before saving it as Income. Peach Suite Pro verifies the Square transaction again before the Income record is saved.
For an appointment booked for someone else, Peach Suite Pro uses the service recipient for closeout. If that recipient has not yet been linked to a client record, you will be asked to link or create the service recipient before continuing.
Post Appointment Wrap-Up
After Income is successfully saved, Peach Suite Pro opens the Post Appointment Wrap-Up screen.
The Wrap-Up includes:
- Treatment Notes,
- Products Used,
- Home Care Advice, and
- Provider Notes.
Click Save Wrap-Up to save the session notes and mark the appointment Completed. Peach Suite Pro also records the completion in Appointment History. Eligible referral credit may also be processed when the referred client's qualifying appointment is completed.
History
Click History to review the appointment's recorded activity.
The Appointment History page shows the client, current appointment date and time, current status, and a history table containing:
- Date/Time of the recorded action,
- Action,
- Old values,
- New values,
- User, and
- Notes.
History can include activity such as creation, edits, rescheduling, cancellation, and wrap-up/completion.
Send Reminder
Click Send Reminder to open the SMS page with the appointment reminder workflow prepared for that appointment. Review the message and recipient information before sending.
Cancel
Cancel is available only for appointments that are currently Booked.
After you confirm the cancellation, Peach Suite Pro changes the appointment status to Cancelled and records the change in the audit trail and Appointment History. The appointment remains in Peach Suite Pro and can be rescheduled later if appropriate.
Delete
Delete permanently removes the appointment record. It is different from Cancel.
Use Delete only when the appointment itself should no longer remain in the appointment list. Peach Suite Pro asks for confirmation before deleting and records the deletion in its audit/history records before the appointment record is removed.
Tip: For a normal client cancellation, use Cancel rather than Delete so the appointment remains part of the business record.
Appointment Status Guidance
- Booked — active scheduled appointment. It may be edited, rescheduled, or cancelled.
- Cancelled — retained as a cancelled appointment. It may be rescheduled, which returns it to Booked.
- Completed — the appointment has been completed. It cannot be rescheduled.
- No Show — the client did not attend. It cannot be rescheduled.
- Overdue — a past appointment that is still Booked and needs review.
Recommended Workflow
- Use the Calendar or Appointments page to locate the appointment.
- Use Edit for appointment-detail changes.
- Use Reschedule when only the date or time needs to change.
- Use Send Reminder when a client reminder is needed.
- At the end of the visit, use Add Income to begin closeout.
- Save the Post Appointment Wrap-Up to finish the session and mark the appointment Completed.
- Use History whenever you need to review changes made to the appointment.
Coach Peach Tip: Pay attention to overdue-appointment and reminder prompts. They are designed to help you identify appointments that still need action without requiring you to search for them manually.