How to Manage Service Appointments in the Appointment Modal
The Appointment Modal in Sparkforge is the side-panel for managing a single service booking. Edit unpaid appointments fully, duplicate any booking, block time, and use new custom values in notifications.
The Appointment Modal is the side-panel where admins and staff act on a single service booking. Edit details, reschedule, duplicate, and block time without leaving the page.
Why Use It
- Speed: edit and reschedule services without context switching.
- Control: block time from the same modal.
- Scalability: duplicate bookings for repeat or similar clients.
Open the Appointment Modal
- Go to Calendars → Calendar View (or Appointment List View) → Services.
- Click any appointment to open Booking Details in the side panel.
Edit Unpaid Service Appointments
Unpaid appointments can be modified directly without canceling and rebooking. Updatable fields include:
- Add or remove Services
- Add or remove Add-Ons
- Change Staff or Service Variants
- Change Location, title, date/time, timezone, or coupon
- Select the appointment and click the pencil icon.
- Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon.
- Click Save.
Edit Paid Service Appointments
Paid appointments are locked for structural changes (services, staff, etc.). To rework a paid booking, use Duplicate Appointment to clone it, edit the copy, and rebook. Date and time can still be rescheduled on the original.
Duplicate an Appointment
Click the appointment, then click the Duplicate icon. The clone carries over contact, services, add-ons, staff/resource, meeting location, and notes. Adjust anything before booking.
Create a Blocked Slot
- Click New Booking in your calendar.
- Switch Event Type to Blocked Slot.
- Set date/time, title, and staff.
- Click Block Time.
View Booked Resource
The modal now displays the resource that was booked, so it is clear who or what is reserved.
Custom Values in Service Notifications
Two new custom values are available in calendar notification templates:
- Service Booking Price
- Meeting Location Name (short label instead of full address)
- Go to Calendars → Calendar Settings → Notifications.
- Open a confirmation, reminder, or other template.
- Insert Service Booking Price or Meeting Location Name from the merge field picker.
- Save and test.
Frequently Asked Questions
Can I change staff or service after payment is collected?
What carries over when I duplicate an appointment?
Does rescheduling a paid appointment change the existing payment?
Where do blocked slots show up?
What's the fastest way to handle repeat clients?
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