Express Booking

Express Booking



Express Book a New Client

Express booking is as simple as booking on a paper book. To get started, click an available appointment time on the appointment book.
  1. Click (+) to add a new client
  2. Complete required client contact information fields
  3. Select Services
  4. Choose a Visit Type (optional)
  5. Enter appointment notes in the notes field (optional)
  6. Click Save to add the appointment to the appointment book and client to the database
 

Express Book an Existing Client

Booking an existing client via Express Booking is similar to adding a new client. To get started, simply click an available appointment time on the appointment book.
  1. Enter Client Name, Phone Or Email to search & select
  2. Update client contact information if needed
  3. Select Services
  4. Choose a Visit Type (optional)
  5. Enter appointment notes in the notes field (optional)
  6. Click Save to add the appointment to the appointment book

Note: Express Booking may cause overbooking and/or conflicting appointments.
Appointments are made based on information entered in the Express Booking screen, and does not a search for availabilities.

    • Related Articles

    • How do Client Booking Alerts & Restrictions work?

      BOOKING ALERTS AND RESTRICTIONS Business can enable alerts within the Client Card to either simply draw attention to client special needs using the Alert Only setting or completely shut down booking for a client with the Do Not Book setting.  The ...
    • Setup Booking Preferences

      Booking Preferences Booking Status Colors: The colors shown here will appear on the left side bar of the appointment to indicate the current status of an appointment. For example: Booked, Confirmed, Completed, etc. General Booking Preferences Booking ...
    • Where do I set my booking intervals for a worker?

      If a worker would only like to book appointments every 30 minutes, 60 minutes or other, that can be customize by following the steps below: Click the Menu Icon (≡) and then click Setup > Setup Workers > Worker Details > Services tab Select the during ...
    • Setup Booking Preferences

      Booking Booking Interval: Identifies the intervals in minutes, displayed on the appointment book. Visit Type Required: Enable this checkbox to require workers to select a visit type when booking an appointment. Note: A visit type is typically used to ...
    • 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 ...