Booking & managing appointments
This guide explains how YOUR clients book and manage their own appointments - useful to know so you can answer "how do I cancel" or "how do I reschedule" when they ask.
01The client portal (client accounts)
If it's turned on in Settings (Settings → Booking settings → "Allow clients to create an account"), clients can create their own account tied to your business - log in and see their appointment history, book a new appointment, and browse/join open group classes.
The client portal is always in Serbian, regardless of your business's language setting. If a client already had an appointment as a guest (no account) and later creates an account with the same phone number, that history is automatically claimed - it doesn't start from zero.
02The manage-appointment link (no account needed)
This is the main way clients manage a booking, whether or not they have an account - every appointment, at booking time, gets its own personal link (sent by email) that lets the client:
If the appointment is too close to its start time (outside the free cancellation window), already completed, cancelled, or no-show, the client sees an explanation instead of those buttons. The same happens if you've turned off self-cancellation for that specific service (see the Services guide) - the "Cancel" button doesn't show at all in that case, regardless of timing.
When a client cancels their own paid appointment (within the allowed window), they're refunded automatically via Stripe - no one has to approve it. When YOU cancel a paid appointment from the Calendar, you choose whether to refund it.
This page is also always in Serbian, regardless of your business's language - but it does use your own logo and colors from Settings → Branding.
03Booking through your own website (advanced)
BookSwift also has a public booking API meant for embedding on your own website (outside of BookSwift). This isn't currently something you self-activate - it's approved by NRT on request. Get in touch if you'd like to integrate BookSwift booking into your own site.
Stuck, or something isn't working the way it should? Reach out, happy to help:
info@book-swift.com