A Guide to Online and Offline Appointments

You may hear our Customer Care Team refer to "offline" or "online" appointments, or even see appointments listed as one or the other when you're doing a search. There are some key differences between these two types of appointments and how Genbook handles them.

ONLINE appointments are created by clients via your online scheduling form. These appointments appear green in your calendar.

The green bar denotes an Online appointment

They also appear in the Inbox, until the end of the day on which they take place (if canceled, they'll appear in red italics). If you or your staff have text message notifications enabled, you will receive a text when a new Online appointment is made. If business-wide email notifications are enabled, an email notification will also be sent for these appointments.

The following video shows the process clients go through when creating an online appointment.

OFFLINE appointments are ones you (the business owner/staff member) create manually, directly in your calendar, while logged into Genbook. These appear blue in your calendar.

The blue bar denotes an Offline appointment

Offline appointments do NOT appear in the Inbox, and do NOT prompt text message notifications or business-level email notifications. Email notifications for Offline appointments are sent only to staff members, and only if they have "Synchronization via Email Updates" enabled.

The following video shows you how to create and edit offline appointments.

TIP: When creating an Offline appointment in your calendar, remember to enter the client's email address so that s/he may receive a confirmation and (if applicable) reminder and review invitation email.