Tools
Appointments
Keep a booking diary for your branch, and add appointments to Google Calendar, Outlook or Apple Calendar.
Tools → Appointments is a simple diary for fittings, consultations, deliveries or site visits.
Book an appointment
Open Tools → Appointments and select New appointment.
Fill in:
- What is it — for example Fitting for Ada.
- Starts and Ends — they start at the next hour, for one hour.
- Client (optional) — one of your clients.
- Where (optional) — the shop, a client's office, or a video call link.
- Notes (optional).
Select Save.
The diary
Appointments are split into Upcoming (soonest first) and Past. Each shows the time, client and location, and its status:
| Status | Meaning |
|---|---|
| Scheduled | Booked and still to happen |
| Completed | It happened |
| No show | The client didn't turn up |
Manage an appointment
- Mark completed — the tick icon.
- Mark no show — the person-with-a-cross icon.
- Edit — change any detail.
- Delete — the bin icon. This happens straight away.
Add it to your calendar
- Add to Google Calendar — the calendar icon opens Google Calendar with the event filled in.
- Download .ics — the download icon saves a calendar file. Open it to add the appointment to Outlook or Apple Calendar.
The event includes the title, time, location, client and notes.
Good to know
- Each store has its own diary. You see the appointments for the store you're working in.
- No reminders are sent from Stock Manager Pro. Add the appointment to your calendar to get reminders there.
- Who can see Appointments? Roles that can view Customers.
- The end must be after the start — otherwise you'll see "The appointment has to end after it starts."