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Create an Appointment for New & Existing Client
This guide provides an easy-to-follow process for scheduling an appointment with clients. Whether you're booking a new or returning customer, the steps are simple and flexible.
Select the Appointment:
1. Choose a Date- Clicking on the day you want to schedule, either today or a future date.
- Navigate to the Week View: Click on "week" to view the week's schedule. Right-click to skip forward by 2, 4, or 6 days.
- Calendar Selection: Alternatively, use the calendar at the top left to pick a specific date.
2. Book the Appointment
- Select the Time: Choose the desired time for the appointment (e.g., 10:00 AM).
- Assign the Appointment: Choose the staff member (e.g., James) handling the appointment.
3. Client Information
- Search for Existing Client: If the client has been seen before, search for their name.
- Add a New Client: If the client is new, you can enter their details and create a new profile.
4. Choose Appointment Tags
- Tag Selection: Choose relevant tags for the appointment, such as "new customer," "request".
5. Select the Service
- Service Choice: Pick the appropriate service for the appointment (e.g., facial).
- Select multiple services if required.
6. Confirm the Appointment
- Review and Confirm: Once all details are entered, press "done" to finalise the booking.
- Optional Cancellation: If you decide not to proceed, you can click the "X" to cancel the process.
Final Notes
- Once the appointment is booked, the system will display a request indicator ("R") for easy tracking.
By following these steps, you can efficiently book and manage appointments, ensuring a smooth process for both staff and clients.