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Getting StartedYour First Session

Your First Session

Now that your account is set up, let’s create your first session (appointment). This guide covers the complete process from adding a client to confirming the booking.

Prerequisites

Before creating a session, make sure you have:

  • At least one service created (done during onboarding)
  • A client to book with (we’ll add one if you haven’t)

Creating Your First Session

Add a Client (If Needed)

If you haven’t added any clients yet:

  1. Go to Clients in the sidebar
  2. Click Add Client
  3. Fill in the required information:
    • Name and Surname (required)
    • Email (optional, recommended for reminders)
    • Phone (optional, with country code selector)
    • Birth Date (optional)
    • Notes (optional)
    • Address fields (optional)
  4. Click Create Client

Open the Calendar

Navigate to the Calendar section from the sidebar. You’ll see your calendar in the default Month view.

Select a Time Slot

Click on an empty time slot in the calendar where you want to schedule the session. The appointment assistant opens with that time already set (in the right panel; on a phone, full screen).

  • In Month view, click on a day: the time starts at 9:00 and you can change it
  • In Week or Day view, click on a specific hour for a more precise start time

Fill in the Details

In the assistant:

  1. Client - Search and select your client
  2. Service - Choose the service; the specialist is picked for you (the column you clicked, or the client’s last one) and you can change it
  3. Time - Confirm it, or tap another of that day’s free times
  4. Duration and price (optional) - On the summary card, filled in from the service
  5. Private note (optional) - Internal notes only visible to you and your team

If the time overlaps an existing appointment, a warning shows which one. Tick “Book anyway” to proceed.

Save the Session

Click Create appointment to save. The appointment will appear on your calendar with the calendar’s color.

Session Statuses

Each session has a status that helps you track its progress:

StatusDescription
PendingAwaiting confirmation (common for online bookings)
ConfirmedSession is confirmed and scheduled
CancelledSession was cancelled
CompletedSession has taken place
No ShowClient didn’t attend

Changing Session Status

Session status is managed from the appointment’s details:

  1. Click the appointment in your calendar to open its details (on a computer, in the right panel; on a tablet or phone, in a sheet)
  2. Use its action buttons (e.g., Cancel, Restore)

There is no status dropdown - instead, each status change has its own action with a confirmation dialog (the less frequent ones are under ⋯).

Editing a Session

To modify an existing session:

  1. Click the appointment in your calendar to open its details
  2. Click the Edit button
  3. Update any details (time, service, notes, etc.)
  4. Click Save

Quick Rescheduling

For quick time changes, you can drag and drop sessions:

  1. Click and hold the session
  2. Drag it to the new time slot
  3. Release - the session is updated immediately

Cancelled, completed, and no-show sessions cannot be dragged. Learn more about drag & drop rescheduling.

Cancelling a Session

To cancel a session:

  1. Click the appointment to open its details
  2. Click the Cancel button
  3. Optionally enter a cancellation reason
  4. Confirm the cancellation

Cancelled sessions remain visible on your calendar with reduced opacity, strikethrough text, and a red X icon. You can hide them in Settings > Calendar under “Session Visibility”.

Session Reminders

Timeblu can automatically send reminders to your clients before sessions:

  • 24 hours before - Email reminder (all plans, on by default)
  • 2 hours before - Email reminder (Max, off by default)
  • SMS reminder - Text message 24 hours before (Max only)

Configure reminders in Settings > Notifications.

Session Notes

Sessions have two types of notes:

Private Notes

Editable by you. Use for:

  • Session summaries
  • Progress tracking
  • Internal reminders

Booking Note

The appointment’s own note, read-only: on an online booking it is what the client writes when booking, on an imported one the note from your previous system. You see it in the appointment’s Details, under Source, which tells you where it came from. It is not the Client note, the one on their profile, which you write.

What’s Next?

Now that you’ve created your first session, explore more features:

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