Make an Appointment for an Existing Client

1. Select Appointment Date and Time

• Choose the date and time the client would like to book. For example, select 4:00 PM if the client requests that time.

2. Search for the Client

• You can search for a client by:
  • Phone Number: Enter the first five digits of their phone number to find the client.
  • Name: Check the text in grey to add either the first or last name.

3. Client Profile and History

• After selecting the client, you can view:
  • Client profile
  • Appointment history
  • Any upcoming or past appointments
  • Outstanding series (if applicable)

4. Select Services and Estimated Costs

• Click Next and choose the service(s) for the appointment.
• You can add multiple services if needed. If you make a mistake, click the trash bin icon to remove a service.
• You will see the estimated cost (e.g., $90) and duration for the appointment.

5. Confirm the Appointment

• After confirming the service details, click Done to finalise the booking.
• A confirmation touch tip will appear—click X to close it.
• Optionally, right-click to confirm the appointment.
• The client’s appointment is now booked.

Key Takeaways:

• Efficient client search by phone number or name.
• Access to client history and future bookings.
• Ability to add multiple services and get an estimated cost and duration.
• Easy appointment confirmation and management.