Appointment Reminders
Available on: Desktop · Web · Phone
While Setup Appointments is open, it keeps an eye on today's appointments and pops up the Appointment Reminder window when clients are due — so nobody is forgotten at the front desk.
When an appointment shows
Only today's appointments are reminded:
an Unconfirmed appointment from 20 minutes before its start time,
a Confirmed appointment from its start time.
An appointment stays on the list for the rest of the day until it is sent to the Lobby, checked in, completed or cancelled. If you confirm an appointment before it starts, it leaves the list and comes back at its start time. When Use For Current Branch Only is ticked in Configuration, only your branch's appointments are shown.
On the desktop the check runs when Setup Appointments opens and then every 15 minutes.
The Appointment Reminder window
Appointments due lists each client with their Name and Time. The client's line is green until the start time and purple from then on.
The first client is selected when the window opens. Click a client to see their details:
Customer Details — Name (or the mobile number if there is no name), Phone and E-mail.
Appointment Details — From and To (in red once the start time has passed, green before), Service and Stylist.
To act on several clients at once, select them all — on the desktop hold Ctrl or Shift — then click a button.
The buttons
Confirm
Sets the selected appointments to Confirmed after you answer Yes to "Are you sure you want to update status"
Lobby
Sets them to Lobby — the client has arrived — after the same question
Cancel
Asks for the cancellation reason, then "Are you sure you want to cancel this Appointment". Answer Yes to cancel them
Close
Closes the window. On the desktop it opens again at the next check if appointments are still due
When the list is empty, the window closes by itself.
Example — a busy morning. At 10:40 AM the reminder pops up with two names: Neha at 11:00 (green — Unconfirmed, starting in 20 minutes) and Arjun at 10:30 (purple — Confirmed, already started). You phone Neha and she is on her way: select her, click Confirm and answer Yes. Arjun has just walked in: select him, click Lobby and answer Yes. Both drop off the list and the window closes. Neha comes back on the list, in purple, from 11:00 — send her to the Lobby when she arrives.
On the web
The check runs when the page opens and then every 5 minutes.
When appointments are due, a Reminders button with the number due appears at the top of the page — tap it to open the reminder.
The window opens by itself only when new appointments become due, so it does not keep interrupting you. If another window is open, it waits until you close that one.
To act on several clients, tick their boxes; tap a client to see their details. The time and a coloured bar on the left of each card show green or purple.
After Close, open the reminder again with the Reminders button.
On a phone the reminder opens full screen.