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Edit Visits in the Walk-in Manager
The Walk-In Manager is a powerful tool for managing client bookings efficiently. This guide provides a step-by-step overview of how to update and manage client bookings using its features.
Accessing the Walk-In Manager
- Navigate to the Walk-In Manager via the navigation panel on the right-hand side.
- View clients in the Wait List section, the left column.
Editing Client Bookings
To make changes to a booking:
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Right-click on the client’s name and select Change/Add Service..
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Change or Add Services:
- To change a service, remove the existing one by clicking the Trash Bin icon in the Selected Services/Series row..
- To add a service, click the desired option to include it in the booking.
- Note: Adding or modifying services updates the wait time for other clients in the queue.
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Reassign the Employee:
- Right-click the booking and choose the Change Employee option.
- Select the desired employee and confirm by clicking Done.
Additional Options
- Add to Group: Include the client in a group booking.
- Change Details: Access the client’s profile to update information. If added through the quick feature, the profile might need to be created.
- Add Notes: Include additional information or special instructions for the client.
Key Points to Remember
- All changes impact the waitlist, so ensure updates are accurate.
- Use the right-click menu for quick access to booking management options.
- Regularly update client profiles to ensure accurate records for future bookings.