Manage bookings: confirm, reschedule, cancel
You can find all bookings under Bookings, divided into Upcoming, Unconfirmed, Past and Canceled. The Overview shows your day and what needs your attention.
Confirming or declining requests
If «Requires confirmation» is turned on for an event type, new bookings first appear under Unconfirmed. You can confirm them or decline them with a reason. In both cases, the client receives an email.
Cancelling an appointment
Open the booking and choose Cancel event.Few readersBlock cantonal holidays automatically
In Switzerland, only 1 August is a statutory public holiday throughout the country. All other public holidays are set by the cantons, and in some cases by the municipalities. Zitli knows the public holidays of all 26 cantons and blocks them for you, so no one books on a public holiday.
Choosing your canton
Open Settings › Holidays.
Choose your canton.
Zitli shows the upcoming public holidays. Days that are turned on are blocked for bookings.
You can also choose the cantonFew readersWorking hours, exceptions and time off
Zitli only offers your clients times that fall within your working hours and are free in your connected calendar.
Setting your working hours
Open Availability.
Select a schedule (or create a new one).
Set when you work for each weekday. You can enter several blocks of time per day (e.g. 08:00–12:00 and 13:30–17:00).
Check the schedule's time zone.
You can have several schedules, for example one for online appointments and one for Saturday mornings at your practice. YouFew readersCreate and customise event types
An event type (shown in the app under «Event types») is a bookable offer, for example «Initial consultation, 30 minutes» or «Therapy session, 50 minutes». Each event type has its own link.
Creating a new event type
Open Event types and click New at the top right.
Enter a title, the end of the link (e.g. /initial-consultation), a description and the duration.
Save. You can then adjust the details.
What you can set
Location: Google Meet, Zoom, Microsoft Teams, phFew readersEmail confirmations and reminders
Confirmation
After every booking, you and your client receive a confirmation by email with the date, time, location or video link, and a link to reschedule or cancel. At the same time, the appointment is added to your connected calendar.
Reminders for clients
Zitli sends the person who booked an email reminder about 24 hours before the appointment. It contains a link to reschedule or cancel the appointment.
Good to know:
The reminder is turned on by default for every event tFew readers