Appointment List

Appointment List

Below the appointment book is a list of today’s appointments in chronological order. The list offers multiple functions to assist the workers in their daily activities.

Check In — Click “Check In” when the client arrives. The status will update to “Check In” and the option to “Check Out” will appear.

Check Out — Click “Check Out” to go to the appointment ticket to add services and complete payment.

Client Card — Click the client photo or name to view the client’s card.

Appointment Detail — Click the services listed to view the appointment detail page.

Appointment Status — The status of the appointment will appear here (Booked, Completed, etc.).

Modify Appointment — Click the pencil icon to modify the appointment time, services or workers.

Appointment Note — A note icon will appear if there is an appointment note present.

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    • How do I use the waiting list?

      Manage Walk In Waiting List Click Waiting List Click Check In Search for existing client or Create New Client is now Checked In and appears on the Check Out List and Appointment Book Add a Client to the Waiting List Click Waiting List Click (+) New ...

    • Where do I put appointment notes?

      Appointment Detail: Click on an Appointment and the Note field appears under the ticket number. Appointment List: Click on the Note icon next to the appointment in the appointment list below the booking calendar. Appointment Note Example: “May be ...

    • 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 add a client to the waiting list?

      Go to Appointments Click the Waiting List button Click +New Search for a client or click (+) to add a new client Select an Appointment Date Range Select Worker & Service combinations Enter notes in the notes field Click Save

    • How do I search for appointment availabilities?

      To search for available time slots, follow the steps below: Go to Appointment Book Click Find Appointment Search & Select a Client or click + to add a New Client Select a search Start Date or use the numbers to select # of weeks out to search Select ...