Appointment Touch Tip

The appointment touch tip provides a quick and easy way to manage appointments and client details.

Access Appointment Details: When you select an appointment, the touch tip opens, showing an overview of the appointment.

Notes and Alerts can be viewed from the Appointment touch tip and edited via the client profile.

When you click/hover over on the warning you will see the matching description.

View Customer Information: Clicking on the client’s name allows you to view and edit their details.

Update Appointment Status: You can update the appointment status directly from the touch tip by clicking the buttons at the bottom of the touch tip.
Predicted Status: The touch tip displays the current and next predicted status for the selected appointment. For example Booked and Confirmed
Arrived button is disabled until day of appointment

A: At the start time of an appointment if the appointment status is not set to arrived:

when the appointment is longer than 15 mins in duration:
- The Checkout button will automatically appear 15 mins after the appointment start time if it is not already visible on the touch tip.
when the appointment is less than 15 min in duration:
- The Checkout button will automatically appear at the end of the appointment start time if it is not already visible on the touch tip.

Default view on day of appt: In ‘Arrived state’

View on day of appt: 15 mins after appt time: Not in Arrived state

More actions menu is located on the top left corner
These include: SMS ,Rescheduling/Rebooking/change to booking, Customer History , and Appointment logs.

Select the appointment, click on the menu icon and from the drop down choose Customer History to view past interactions and details.
When finished, click the Appointments icon to return to the appointment book.

Key Features of the Appointment Touch Tip