How to Create an Appointment for an Existing Customer in Shortcuts Cloud

Step 1: Select Appointment Date and Time

• Access the Appointment Book: From the Menu on the left, choose Appointments.
• Select a Date: Use the calendar option or quick navigation buttons at the bottom to find the desired day.
• Choose a Time: Select a time slot in the relevant employee's column.

Step 2: Choose a Customer

• Quick Selection: Choose a customer from one of the predefined categories.
• Search: If needed, search for the customer by name, phone number, or email.
• Customer Overview: After selecting, you'll see the customer's details and can add appointment notes or alert messages.

Step 3: Select Services

• Previous Services: You can select from the customer's previous services.
• New Services: Alternatively, choose a service category and select a new service.
• Special Requests: If the customer has a request for a specific employee, tick the "Request" box.

Step 4: Add Appointment Tags (Optional)

• Select any relevant tags from the list to categorize the appointment.

Step 5: Confirm and Complete

• After reviewing the details, press Done to finalize the appointment.

Alternative Method: Quick Booking via Time Bar

• Select a Time: Choose a time slot from the left-hand side of the Appointment Book.
• Choose an Employee: After selecting a time, pick an employee and continue with the usual steps.

Now you’re ready to efficiently fill up your appointment book with ease.