Appointment details tab features

Using this tab you can:

  1. Edit information about the client: name, phone number, email.
  2. Edit services. To change the service click the downward arrow button next to the name of the service.
  • To add services click either the Add a service or Select from the list buttons.
  • To delete services click the bin icon kuka.png.

     3. Edit comment, color and category of the booking.

     4. Edit additional settings: date and time, staff member, resource and duration.

     5. Enter information into additional fields. Read about them in this article.

     6. Perform payment. Payment options will appear in appointments with the Arrived and Confirmed status.

  • Save and proceed to Checkout button will open the Checkout tab where you’ll be able to select a cash register for payment.
  • Save and pay in cash or Save and pay by credit card buttons allow you to pay with a single click. In this case the total amount will be deposited into the default cash register for this type of payment. You can select the default cash register in the Finance — Settings — Checkout section.

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     7. Change status of the booking.

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Don’t forget to click the Save button to save the changes.

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