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