Appointment Book Tips

Appointment Book Tips

Appointment Book Buttons

<   > Navigates the calendar forward or backward for the day, month or year.

Show All Workers: By marking the checkbox, workers not scheduled to work that day will appear on the calendar.

Clicking Worker Photo: Goes to a Week view. 

Move Weeks Ahead: Advances numbers of weeks from currently selected date.

Worker View: Select options for All workers, or a specific worker to focus the calendar on or filter view by Service Group or Worker Level.

Views: Shows the day view, week view or weekday view. Week and Weekday options require a worker selection prior to viewing. 

Find Appt: Search for availabilities on the calendar for one or more services

Book Class: Search for availabilities and schedule classes. 

Book Standing: Search for availabilities on the calendar for standing appointments. Standing appointment are recurring appointments booked every # of days, weeks or months. 

Book Out Time: Search and schedule one or multiple workers for lunches, meetings or time off one time or every day, week or month. 

Message Board: Make a note or leave a message attached to the selected day on the calendar. 

Waiting List: Add a new client to the waiting list, or view and book clients on the waiting list. The number populated is the number of clients waiting for an appointment. 

Booking Statuses and Symbols

Booked — ● (Blue)

Called — ● (Yellow)

Confirmed — ● (Pink)

Email Sent — ● (Orange)

Conflicting — ● (Red)

Checked In — ● (Green)

Completed — ● (Gray)

Any Worker — ~ (Tilde)

Standing — # (Hashtag)

Online Booked — O (Letter O)

New Client — Text (Red Text)

Multiple Services — * (Star)

Appointment Note — ♫ (Music Note)

Preferred Duration — ‡ (Double Daggers)
 

Actions

Click a Time Slot goes to Express Book Appointment.

Click a Time goes to Express Book Appointment, traditionally used to book an overlapping appointment.

Drag = on Appt adjusts Appointment Duration.

Click and Drag an Appointment will move the appointment to a new time or day. 

Click an Appointment goes to Appointment Detail.

Click Client Photo goes to Client Card.

Click Service goes to Appointment Detail.

Check In Button updates Appointment Status to Checked In.

Check Out Button goes to Appointment Ticket.

Hover over the note icon will display the Appointment Note.

Click Pencil goes to Modify Appointment.



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    • How do I book an appointment?

      To Express Book an appointment: Simply click on the Appointments icon Click on a time slot on the appointment book Search for a Client by name, phone or email or click + to add a new client Select a Worker and a Service combination Click Add New to ...

    • How do I book a standing appointment?

      Go to Appointments Click the Standing button Select a Start Date and an End Date Select a Start Time Select Every # of days, weeks or months to book the appointments Example: Start Date is January 1, End Date is January 30 > Book Every 2 Weeks > ...

    • How do I book an appointment from the app?

      From the STX Worker App, go to Appointments Simply tap the time you wish to book an appointment on the calendar Search for a client name, phone or email, or tap (+) to add a new client or skip to book an appointment with no client.  Note: a minimum ...

    • How do I book an appointment during off hours?

      To book an appointment during off hours: Go to the Appointment Book Click on the Time on the left hand side (example: 8 AM) Search for a Client by name, phone or email or click + to add a new client Select a Worker and Service combination Click Add ...

    • How do I double book or overlap an appointment?

      To Double Book an appointment: To express book an appointment that is double booked over overlapping, there are three options: Click on the time (example: 10 AM) on the left hand side and select the correct worker. Click on any available time on the ...