There are three ways an appointment ends up in your calendar: you add it from the calendar yourself, you start from the client's file, or your client books it online.
How do I add an appointment straight into the calendar?
Click the time you want in the calendar. That time is carried into the appointment, so you don't have to fill in the date and time again.To start without a time, use the Create appointment button at the top right of the calendar.
Find your client in the search field.If she isn't in your client list yet, click Add new customer below the search field.First and last name are required;email address and mobile number can wait.A client profile is created for her automatically.
Then choose the service. Each service in the list shows its price next to the name, so you can see what a colour or a cut and finish comes to.For more than one treatment in the same appointment, click Add another service.You can drag the services into the order you'll work through them.
Next, choose the employee. That field is required whenever it's on screen.If you work on your own you won't see it at all — the only employee is selected for you.
Save the appointment with the button at the bottom of the panel on the right.
How do I add an appointment from a client's file?
Open the client and, on the Overview tab, click Create appointment in the list of actions.The same button sits on the Appointments tab.
You land back in the calendar with this client already attached to the appointment, and a message at the top telling you to click a time.So you don't have to look her up again.
What else can I set on an appointment?
A few things in the appointment form are easy to miss:
Find availabilities — let the app work out when this treatment still fits, instead of scrolling through the week yourself.
Repeat appointment — for a client who comes back every six weeks for her regrowth, book the whole run in one go.
Note — your client doesn't see this note, so it's the place for the colour formula you used.
A Send email notifications tick box next to the save button. Turn it off and your client gets no confirmation for this appointment.
The appointment total, in the panel on the right beside the date.
If you work from more than one location, you pick the location at the top too.
Can my clients book their own appointments?
Yes, through the online booking widget. You set it up under Settings > Calendar > Online bookings.From the calendar you can also reach it through the settings menu at the top.
You'll find more about those settings in this article.