How to Manage Appointments in LatePoint

The LatePoint dashboard gives you full control over all your appointments — view, edit, cancel, reschedule, and more.

Viewing All Appointments #

1. Go to LatePoint > Appointments.
2. Use filters to view by date range, service, agent, or status.
3. Click any appointment to view full details.

Manually Adding an Appointment #

1. Go to LatePoint > Appointments > Add New.
2. Select the service, agent, date, and time.
3. Search for an existing customer or enter new customer details.
4. Set payment status if applicable.
5. Click Save.

Rescheduling an Appointment #

1. Open the appointment from LatePoint > Appointments.
2. Click Edit.
3. Change the date and/or time.
4. Save — the customer will receive a rescheduling notification if enabled.

Cancelling an Appointment #

1. Open the appointment and click Cancel.
2. Optionally add a cancellation note.
3. The customer receives a cancellation email automatically.

Blocking Time Off #

1. Go to LatePoint > Calendar.
2. Click and drag over the time you want to block.
3. Select Block Time and save.