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Creating Appointments

This guide will walk you through the process of creating appointments on behalf of your customers. You can create appointments directly from the calendar view, which provides a visual interface for managing your schedule.

Accessing the Calendar

Section titled “Accessing the Calendar”

The calendar page provides a comprehensive view of all your appointments and allows you to create new bookings easily.

Calendar Page

Calendar Layout

Section titled “Calendar Layout”

The calendar page is divided into two main sections:

Left Side:

  • Filters: Filter appointments by staff member or status
  • Today’s Bookings: List of all appointments scheduled for today
  • All Appointments: Complete list of all appointments

Right Side:

  • Full Calendar View: Visual calendar with all bookings displayed
  • Color-Coded Status:
    • Green indicates confirmed appointments
    • Yellow indicates pending appointments

Calendar Views

Section titled “Calendar Views”

You can switch between different calendar views to suit your needs:

Month View: See the entire month at a glance Month View

Week View: Focus on a single week Week View

Day View: Detailed view of a single day with available time slots Day View

Creating a New Appointment

Section titled “Creating a New Appointment”

Step 1: Select a Date

Section titled “Step 1: Select a Date”

Click on any date in the calendar to open the appointment creation modal. You can also click on a specific time slot in the day view to create an appointment for that time.

Step 2: Select or Create a Customer

Section titled “Step 2: Select or Create a Customer”

New Booking Modal

In the appointment modal, you have two options:

Option A: Select Existing Customer

  • Use the search field to find an existing customer
  • Type the customer’s name or email to filter the list
  • Click on the customer to select them

Option B: Create New Customer

  • If the customer doesn’t exist, click to create a new customer
  • Fill in the customer’s information:
    • Name
    • Email address
    • Phone number (optional)
    • Any other relevant details

Step 3: Select a Service

Section titled “Step 3: Select a Service”

Select Service

  1. Click on the service dropdown menu
  2. Select the service the customer wants to book
  3. The price will automatically populate based on the service
  4. You can modify the price if needed (for discounts, special pricing, etc.)

Step 4: Select Date and Time

Section titled “Step 4: Select Date and Time”

Select Date and Time

  1. Choose the appointment date (if not already selected)
  2. After selecting the date, the system will display all available time slots for that day
  3. Click on your preferred time slot
  4. The system will automatically check availability and prevent double-booking

Step 5: Add Notes or Special Requests

Section titled “Step 5: Add Notes or Special Requests”

Add Notes

Optionally add any notes or special requests for this appointment:

  • Customer preferences
  • Special instructions
  • Equipment or materials needed
  • Any other relevant information

These notes will be visible to staff members and can help ensure the appointment runs smoothly.

Step 6: Save the Appointment

Section titled “Step 6: Save the Appointment”

Save Appointment

  1. Review all the appointment details
  2. Click “Save” or “Confirm” to create the appointment
  3. The customer will automatically receive a confirmation email with all appointment details

Email Confirmation

Once saved, the customer will receive an email confirmation with:

  • Appointment date and time
  • Service details
  • Booking confirmation code
  • Any special instructions or notes

Tips for Creating Appointments

Section titled “Tips for Creating Appointments”
  • Check Availability First: Always verify that the time slot is available before confirming
  • Double-Check Customer Information: Ensure email addresses are correct so customers receive confirmations
  • Add Detailed Notes: Include any special requirements or preferences to help staff prepare
  • Use Day View for Precision: Switch to day view when you need to see exact time slot availability
  • Verify Service Pricing: Confirm the service price is correct, especially if you’ve modified it

Next Steps

Section titled “Next Steps”

After creating an appointment:

Section titled “Related Guides”