Select desired date and time
- In the Appointment Book, begin by selecting the desired date and time for the customer's appointment. Make sure you are selecting in the column of the employee who will see the customer.
- For example, if a customer wants to book in with Peter at 11AM, we would select that rectangle accordingly.
Create a new customer profile
- Select the "New" icon at the bottom of the screen to add the customer's information to your database.
- Add your customer’s details. Note that First and Last name are required fields.
- Once completed, click on the "Done" icon in the lower right-hand side to add the new customer to the database.
Select Services
- After adding the customer, select the “Next” icon in the lower right-hand corner.
- Select the Status of the customer’s booking, as well as any custom tags you want to set up.
- Once this is complete, select the “Next” icon in the lower right-hand corner.
- Choose the desired service(s) from the available options.
- NOTE: If the name of the employee providing the service is marked in orange, this means that they are incapable of performing this service. You may want to consider rebooking this appointment under another employee.
- To rebook an appointment with an employee capable of performing this service, select the orange employee name.
- You will be shown a list of other employees. Select one who is able to perform the service.
- The employee performing the service will be updated. Select “Done” to save the service.
- For more information about choosing which services an employee can perform, see this article.
- Once this is complete, select the “Done” icon in the lower right-hand corner.
- Your customer’s appointment will now appear in the Appointment Book.
