%20(1300%20x%20200%20px).png?width=450&height=69&name=Short%20Haircut%20Photo%20Banner%20Email%20Header%20(1300%20x%20300%20px)%20(1300%20x%20200%20px).png)
Reviewing Online Bookings: A Step-by-Step Guide
Clients can make online bookings up to 90 days in advance. It is essential to regularly review and confirm these appointments to ensure smooth scheduling.
Accessing Future Appointments
-
Open the Filter Tool:
-
Click on the filter icon located at the bottom left of the screen.
-
-
Select 'Review':
-
Filter your view to display appointments that require a review.
-
-
Navigate to the Appointment Date:
-
Double-click on the specific date to jump directly to that day.
-
Identifying Online Bookings
-
Online bookings are tagged as OLB (Online Booking) and highlighted in bright yellow for easy identification.
Reviewing Online Bookings
-
Check Appointment Details:
-
Verify all information associated with the appointment.
-
-
Mark as Reviewed:
-
Right-click on the appointment and select Reviewed to confirm.
-
Managing Client Notes
-
View Notes:
-
If a client leaves a note, a yellow sticky note icon will appear on the appointment.
-
To read the note, left-click on the appointment.
-
Appointment Confirmation Status
-
Dark Green: Appointment is pending confirmation.
-
Light Green: Appointment has been confirmed by the client.
Key Takeaways
-
Regularly check future appointments to stay updated.
-
Use filters to streamline the review process.
-
Confirm and mark reviewed bookings to keep schedules organized.
-
Pay attention to client notes for special requests or instructions.
-
Monitor appointment statuses to ensure timely confirmations.