Creating an Appointment
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At any time during the Appointment booking, you can click
Clear all to clear everything that has been entered so far and start afresh. You will be asked to confirm:
After the Customer has been found and added, follow these steps:
1. Search for, or select, one or several (if your system is configured so that multi-services are possible) Services in the Services list:
2. Select the wanted number of Customers:
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Your system may be configured so that 1 Customer is selected, by default. In that case, this step is skipped.
3. Search for, or select the wanted Branch from the Branch list:
The address of the selected Branch is shown below the list (if it has been saved in your system).
4. Select the wanted Date:
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The names of the days in the
Date column are automatically translated based on the locale set on the User.
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Depending on how your system is configured, the resource may be shown beneath the list, once a
Time has been selected, in the next step.
5. Select the wanted Time:
You can skip to a specific part of the day, by clicking on 08 / 12 / 16 / 20, or AM / PM, depending on how your system is set up.
If you select a time slot that is no longer available, you will be notified about that:
As soon as you select a time slot, a timer will start to count down until the reservation has expired:
When the reservation is about to expire, you will be notified:
6. Select the wanted notification method:
If you select SMS, Email, or SMS and Email, and there is no Phone number or Email address entered for the customer, a popup window will be shown:
Here, you have the possibility to add a Phone number and/or Email address, which either can be used temporally, or be saved to the customer object
7. Optionally, enter a Title and a Note for the Appointment:
8. If you want to print a customer copy, select the following check box:
The following Print Preview will be displayed, after you have clicked Confirm, in the next step:
Here, you can click Close to return to the Appointment booking application, or Print to print the confirmation.
9. Once all applicable Appointment details have been filled in, click Confirm.