Feature reference

One page per feature area, mirroring the Lilo dashboard. Use this as the entry point when you want to know exactly how something works.

Calendar & appointments

Views, creating and editing appointments, recurring bookings, buffer time, waitlist, cancellations, and check-in.

  • Day, week, and month views
  • Creating & editing appointments
  • Recurring appointments
  • Buffer time
  • Waitlist (with AI prioritization)
  • Cancellations & no-shows
  • Check-in

Clients

Profiles, visit history, preferences, photos, household accounts, intake forms, tags & segments, and the client portal.

  • Client profiles
  • Visit history & notes
  • Client preferences
  • Photos & galleries
  • Household accounts
  • Intake forms (HIPAA)
  • Client tags & segments
  • Client portal

Operations

The cross-cutting workspace for appointments, invoices, forms, messages, audiences, team, and reports.

  • Appointments list
  • Invoices
  • Forms
  • Messages
  • Audiences
  • Team & schedules
  • Reports

Catalog

Everything you sell — services, bundles, memberships, retail products, and bookable rooms and resources.

  • Services
  • Bundles
  • Memberships
  • Inventory & products
  • Rooms & resources

Marketing

Campaigns, marketing automations, loyalty program, and referrals — powered end-to-end by Lilo AI.

  • Campaigns
  • Marketing automations
  • Loyalty program
  • Referrals

Lilo AI

Smart replies, intelligent scheduling, campaign and audience builder, revenue optimization, business health checks, plain-English insights, and forecasting.

  • Smart client replies
  • Intelligent scheduling
  • Campaign builder & audience picker
  • Revenue optimization recommendations
  • Business health checks
  • Plain-English insights
  • Forecasting

Settings

Business profile, booking & policies, hours, branding, client portal, discounts, locations, team, payments, and integrations.

  • Business profile
  • Booking & policies
  • Hours of operation
  • Branding
  • Client portal
  • Discounts
  • Locations
  • Team & roles
  • Payments (Stripe)
  • Integrations

Provider workspace

The Service Provider experience: my calendar, my clients, my services, my schedule, my marketing requests, and profile.

  • My calendar
  • My clients
  • My services
  • My schedule
  • My marketing requests
  • Provider profile