Consultations

Overview

The Appointments section lets you schedule and manage customer consultations — from initial design meetings to ring sizing appointments. View everything in a calendar or list format.

Calendar view

The appointments calendar shows a full month view with day-level appointment indicators. Navigate between months and click any day to see its scheduled appointments.

Booking appointments

Click New Appointment to schedule a consultation with the following details:

• Customer — select an existing customer or create a new one
• Date and time
• Type — design consultation, ring sizing, repair drop-off, etc.
• Duration — expected appointment length
• Location — in-store, virtual meeting, or custom location
• Meeting link — for virtual consultations (Zoom, Google Meet)
• Occasion — engagement, anniversary, birthday, etc.
• Budget range
• Assigned team member
• Notes

Appointment statuses

• Confirmed — appointment is confirmed by the customer
• Pending — awaiting confirmation
• Cancelled — appointment was cancelled
• Completed — appointment has taken place