The Appointment Calendar is a digital calendar that enables you to manage schedules, appointments, and events. It serves as a centralized hub for all other modules, from the loyalty program to finance and inventory, which operate using clients' appointment data.
Once you have set up a schedule for your employees, their data will appear in the Appointment Calendar. You can then create appointments for them based on their schedule.
To create a new appointment in the Appointment Calendar, follow these steps:
1. Click on the date you want to create the appointment for in the calendar located on the left side of the screen. The schedule for that day will appear.
2. Select the staff member and the time slot you want to create the appointment for. Click on the "New Appointment" button, which appears when you hover your cursor over a free time slot in the calendar. Specify the type of appointment as either a "Booking" or an "Event".
3. When you create a new appointment, a booking card in the visit window is automatically generated.
The visit window in the Appointment Calendar consists of two sections: "Visit" and "Client".
The visit section in the Appointment Calendar includes the following sections:
1. Appointment Details
2. Status
3. Checkout (appears in visits with the "Arrived" and "Confirmed" statuses)
4. Notifications (not visible for visits with No-Show status)
5. Change log
6. Consumables used
The client section in the booking card contains the same information as the client's card in the "Clients - Client Database" section. You can find more detailed information about the client's card in the "Information in the client's card" article.
Chat with Client on WhatsApp:
By clicking the CHAT ON WHATSAPP button on the right, the browser detects the WhatsApp link and initiates a transfer to WhatsApp Web.
A chat with the client's number opens for communication.
On the right, you can also view chain activity data information, such as the client's name, number of visits, number of visits to the chain, discount amount, time of the last visit, client status, etc.
In the appointment details, you can see the time it was created, the visit status, whether a reminder was sent before the visit, whether feedback was requested after the visit, etc.
Comments