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Create your first appointment

Here you'll learn how to create your first appointment and all the you need to know about appointments in the calendar

Anna Dís avatar
Written by Anna Dís
Updated over 2 months ago

Welcome to your Noona HQ calendar!

In this guide, you’ll learn how to:

• Book your very first appointment

• Add a new or existing client

• Select services

• Use notes, reminders, and custom fields

• Finalize the booking ✅


🗓️ Step 1: Open the Calendar

Your calendar is where all your appointments live.

To create an appointment:

  1. Click an available time slot in the calendar

  2. A new appointment window will appear


👤 Step 2: Enter Client Information

In the client section, fill out the client’s base details:

Name

Phone number

Email

(Optional) Social ID number

As you type, we’ll search for existing clients.

If no match is found, we’ll assume it’s a new client, and they’ll be saved automatically once the appointment is created.


🛎️ Step 3: Select a Service

Next, choose a service for the appointment.

• A default service is pre-created to get you started

• You can always add or edit services later


📝 Step 4: Add Notes (Optional)

There are two types of notes:

Type

Description

Location

Client Notes

Always connected to the client’s profile

Left side

Appointment Notes

Specific to this appointment only

Right side

Use these notes to track preferences, session details, or personal touches.

Pro tip 🤩
When you hover over any appointment in the calendar, you’ll see key client info at a glance — great for getting context before the session!


💬 Step 5: Add Custom Fields (Optional)

Just like notes, custom fields let you gather and store extra details.

You can create fields tied to either the client or the appointment.


🔔 Step 6: Set Up Reminders

Reminders are preselected by default but easy to customize.

Email confirmation: Sent immediately when the appointment is booked

SMS reminder: Sent at 12:00 PM the day before the appointment

✅ You can disable these with one click if needed


🚀 Step 7: Create the Appointment

Once everything looks good:

1. Click Create appointment at the bottom

2. If this is a new client, they’ll now appear in your client list

3. The client will receive an email invitation and SMS reminder automatically


🆘 Need Help?

We’re just a click away!

Reach out through the chat bubble or email us at [email protected] if you have any questions or need help setting up your schedule — we’d love to assist ❤️

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