Managing appointments
See, reschedule and track consultations Willa books.
Where in Willa: Appointments
Who can do this: Anyone on your team.
- 1
Open Appointments
See upcoming consultations with the family, type and address.
Appointments. Every consultation Willa books shows up here. - 2
Update status
Mark appointments completed, no-show or cancelled to keep reporting accurate.
- 3
Multiple locations
Group owners can see appointments across locations.
Common problems
- An appointment is missing.
- Appointments booked directly in Google Calendar aren't added to Willa. Only bookings made through Willa appear here.
- A family wants to reschedule.
- Change it on your calendar and update the status in Willa so reports stay accurate.
Related guides
Need a hand? Email kyle@heywilla.ai.