Appointments

Available on: Desktop · Web · Phone

This section covers the day-to-day work at the front desk: booking clients, seeing the diary, checking clients in, and keeping track of who is waiting and who is being served.

A client's visit, start to finish

1. Book — double-click a free time in the Appointment Viewer and add the services. The appointment starts as Unconfirmed.

2. Confirm — when the client confirms, set it to Confirmed. The Appointment Reminders help you not to miss anyone.

3. Arrive — set Lobby while the client waits.

4. Check in — set CheckedIn: a job slip is made and the service starts. Clients without a booking come in through Walk In.

5. Complete and bill — set Completed or use Create Bill in the Job Slip Viewer. See Billing Appointments.

Example. Riya phones on Monday for a haircut on Friday at 5:00 PM — you book it with Anita (Unconfirmed). On Thursday she confirms (Confirmed). On Friday she arrives at 4:55 (Lobby), Anita takes her in (CheckedIn), and after the haircut you bill her (Completed).

In this section

Page	Use it to
Appointment Viewer	See and work in the diary — views, filters, booking, moving
Creating and Changing Appointments	Book services, choose stylists, use packages
Walk In	Serve a client straight away
Grouped Appointments	Book one service for several clients together
Appointment Status and Cancellation	Move an appointment through its statuses, or cancel it
Check-In and Parameter Values	Start the service and record the client's details
Job Slip Viewer	See who is being served, and bill them
Stylist Attendance	See who is in, and move appointments that clash with leave
Appointment Reminders	Be reminded of today's due appointments
Time Slot Finder and Appointment Search	The two windows used to pick a free time or an existing booking

On the web

Everything in this section works on the web and on a phone — see Using Appointments on the Web and Phone.