Appointments & Booking
Creating Appointments
Appointments let you schedule time with customers for consultations, site visits, or service calls. Each appointment is tied to a customer and can optionally be linked to a job.
- Open the sidebar and click Appointments.
- Click New appointment.
- Pick the customer from the dropdown — they must already exist, so add them under Customers first if they are new.
- Set the start and end time. When you book it yourself the length is yours to choose, unlike the public booking page.
- Add a purpose, notes, and optionally assign a team member.
- Click Save to confirm the appointment.
Note: appointments live on the Appointments list, not on the Schedule calendar — Schedule shows job time slots only, so an appointment will not appear there or block out time on it. Public booking does look at both: a slot is offered only if no appointment overlaps it and no job runs that day.
Public Booking Link
Share a public booking link so customers can schedule appointments with you directly. The booking page shows your open time slots and collects the customer's contact details.
- Go to Appointments. Your booking link is in the box at the top right of the page.
- Click Copy link.
- Share it on your website, on social media, or in an email. It is live already — there is nothing to switch on.
New leads: When a new visitor books through the public link, ServeHub automatically creates a customer record so you can follow up.
Existing customers: If the email matches an existing customer, the appointment is linked to their profile.
Confirmation & Reminder Emails
ServeHub sends automatic email notifications to keep both you and your customers informed about upcoming appointments.
Confirmation email: Sent to the customer straight away when an appointment is created or booked through the public link, with a calendar invite (.ics) attached. A copy goes to the assigned team member, or to your business email, so it lands on your calendar too.
Reminder email: Sent 24 hours before the appointment. It tells the customer to call or email you if they need to reschedule — there is no reschedule link, and replies to the message are not read by anyone.
Text messages: On a plan that includes SMS, the confirmation and the reminder also go out as a text to the customer's phone number. Those texts are one-way; a customer's reply goes nowhere.
No cancellation notice: Nothing is sent when an appointment falls through, because there is no cancel control to trigger it. Tell the customer yourself.
Tip: none of this reaches a customer with no email address on file — the confirmation and the reminder are both skipped silently. Fill the email in when you create the appointment.
Which Slots Get Offered
Booking availability is fixed, not configured. There is no booking-settings screen, so it is worth knowing exactly what your customers are shown.
Hours: 9:00 to 17:00, every day, in your business time zone. You cannot narrow this to weekdays or change the opening hours.
Length: One-hour slots, on the hour. There is no appointment-duration setting for the booking page, and no buffer or padding between appointments — a customer can take 10:00 and another take 11:00 with no travel time in between.
How far out: The next 7 days.
What removes a slot: An existing appointment that overlaps it, or any job whose dates cover that day. A long-running job therefore takes its whole span off the booking page.
Blocking time off: There is no holiday or time-off control. To keep a day clear, book an appointment on it yourself.
Changing or Cancelling an Appointment
An appointment cannot currently be edited, moved or cancelled in ServeHub. Once it is saved, the record stands — so it is worth getting the time right the first time.
The Appointments list is read-only: You can search it, sort it and page through it. There is no edit screen, no drag-and-drop on a calendar, and no Cancel appointment button.
To move one: Create the appointment at the new time. Both will show in the list, so tell the customer directly which one stands — the confirmation email goes out for the new time, but nothing tells them the old one is off.
To cancel one: Contact the customer yourself. ServeHub does not send a cancellation notice, and the reminder for that appointment will still go out 24 hours beforehand.