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Help/Appointments/Public booking link, client-side appointments, history and reports
How-to guide

Appointment booking and history

The Appointments module includes a public booking route, client-side appointment access, a history screen and a reports area. This guide covers the verified external and historical parts of the module.

AppointmentsHow does public booking work?How do clients book appointments?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Appointments > Appointment History
Sidebar > Appointments > Analytics & Reports
Sidebar > Appointments > Booking Form Link
Client area > Appointments
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open Sidebar > Appointments > Booking Form Link when you need the public booking route.
  2. Use Appointment History to review completed or historical booking activity.
  3. Use Analytics & Reports when you need appointment-side reporting.
  4. If client-side booking is enabled, open the Client area > Appointments route to verify the customer-facing workflow.
  5. Test the booking link after schedule or service changes.

What this feature does

  • A public booking link is exposed as a dedicated child menu item.
  • Client-side appointment access exists through the appointment_clients controller.
  • Appointment History and Reports are both standalone module routes.
  • ICS downloads, reschedule and cancellation flows are present in the public/client-side controllers.
  • Feedback request and success-message routes are part of the booking flow.

What to do next

  • For core appointment handling, go back to the main Appointments guide.
  • For service configuration and availability, use Services & Schedules.

Related guides

Appointments dashboard, statuses and day-to-day appointment management

The Appointments module creates a dedicated sidebar menu and routes for the main appointments list, create/update pages, viewing, approval, ongoing, finished, cancelled and no-show states. This guide covers the verified dashboard-side workflow.

Appointments

Appointment services, company schedule and staff working hours

The Appointments module includes verified child menu items for Services, Company Schedule, Staff Working Hours and Settings. These screens are the correct place to configure availability and booking logic.

Appointments

Real Estate reports, settings, permissions and module administration

The Real Estate module includes a dedicated Reports menu and a Settings menu with general settings, permissions and the module guide. This guide covers the verified admin-side control points for the module.

Real Estate Module

Clients, contacts and the customer record structure

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.

CRM & Contacts

Related questions

How do I use appointments?

The Appointments module creates a dedicated sidebar menu and routes for the main appointments list, create/update pages, viewing, approval, ongoing, finished, cancelled and no-show states. This guide covers the verified dashboard-side workflow.

How do I create an appointment service?

The Appointments module includes verified child menu items for Services, Company Schedule, Staff Working Hours and Settings. These screens are the correct place to configure availability and booking logic.

Where are real estate reports?

The Real Estate module includes a dedicated Reports menu and a Settings menu with general settings, permissions and the module guide. This guide covers the verified admin-side control points for the module.

How do I add a client?

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.