Working with appointments

Appointment Calendar is a digital calendar where you can work with schedules, appointments, and events. All other modules, from loyalty program to finance and inventory, operate using clients' appointment data.

After you set a schedule for employees, data about them will appear in the Appointment Calendar. You will also be able to make appointments for employees with a schedule. 

To create a new appointment, click the date needed in the calendar on the left and the schedule for that day will open. Select the staff member and the time you want to make an appointment for. Click the New Appointment button, which appears when you hover your cursor over free time in the calendar. Specify the type of appointment: booking or event

When you create a new appointment, a booking card is automatically created.

The visit window includes two sections: Visit and Client.

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In the visit section you can view:

  1. Appointment Details
  2. Status
  3. Checkout(appears in the visit with Client onsite and Client confirmed status)
  4. Notifications(removed in visits with No Show status)
  5. Change log
  6. Consumables used

The content of the Client section is the same as the information in the client’s card in the Clients - Client Database section. Read about this in detail in Information in the client's card article.

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