Appointment Booking
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 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 ...
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 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 ...
How do I check-in a client?
From the Appointment List On the Appointments page, scroll down past the calendar to the Appointments List Find the appointment and click the Check In button Client status will be automatically updated to Checked In From the Appointment Book On the ...
How do I customize a worker's hours?
Click the Menu Icon (≡) and then click Setup > Setup Workers > Worker Details Select the worker Click the Hours tab Input worker's hours Use the Copy Hours From dropdown to copy hours from another worker Check the Online Availability Hours [Same] box ...
How do I block off time?
Go to the Appointment Book Click Book Out Time Select Worker, Multiple Worker or All Workers Select Every # of Days, Weeks or Months Select Start Date and End Date Select Start Time and End Time Click Search and results will appear below noting any ...
What do the different colors and symbols mean on the appointment book?
Booked — ● (Blue) Called — ● (Yellow) Confirmed — ● (Pink) Email Sent — ● (Orange) Checked In — ● (Green) Completed — ● (Gray) Conflicting — ● (Red) Standing — # (Hashtag) Online Booked — O (Letter O) New Client — Text (Red Text) Multiple Services — ...
Where do I set my booking intervals for the company?
Click the Menu Icon (≡) and then click Setup > Setup Appointments & Emails Enter the number of minutes into the Booking Interval field Intervals can be as low as 5 minutes Click Save Pro Tip: The Booking Interval is for the entire Company and these ...