Glossary

Shared language for scheduling operations.

Use these definitions to align owners, operators, and support teams on how appointment workflows should run.

Appointment Intake

The first-step workflow for collecting contact details, service needs, and any pre-visit requirements before a booking is confirmed.

The set of reminders and follow-ups sent between booking and appointment time to reduce no-shows and last-minute confusion.

Backup scheduling support that catches calls, emails, or form submissions when the in-house team is busy or offline.

The process of refilling a canceled slot or moving a client into a new time before revenue is lost.

How often open appointments are successfully filled from a waitlist after a cancellation or time change.

A delivery model where the scheduling team handles the full booking process end to end instead of only answering messages.