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Making an Appointment for a New Client
This guide provides a step-by-step process for scheduling an appointment in the appointment book using Shortcuts. Follow these simple instructions to efficiently book appointments for your clients.
Step 1: Select the Time Slot
- Navigate to the desired time in the appointment book (e.g., 2:00 PM).
- Click on the empty block that corresponds to the chosen time.
Step 2: Add or Search for a Client
- Use the Shortcuts feature to search for an existing client or add a new one.
- For a new client, enter their name and capture their contact information, such as phone number. If the client opts into marketing, you can select this option as well.
Step 3: Assign a Client Tag
- When prompted, assign a tag to the client (e.g., "New Client"). This helps you track customer types for reports at the end of the month or quarter.
Step 4: Select the Service
- Choose the service the client requires. For example, if the client wants a women's haircut, select the appropriate category (e.g., "Haircuts > Women's Haircut").
- Confirm the service is scheduled with the assigned staff member (e.g., Sam).
Step 5: Finalise the Appointment
- After reviewing the details, click "Done" to complete the appointment booking.
By following these steps, you can efficiently schedule and manage client appointments, ensuring accurate records and streamlined service tracking.