Customers may choose to schedule an appointment with you directly by calling in or in-house instead of booking online.
Prerequisites: Available to all businesses; requires at least one service to be set up in your service menu.
To schedule an appointment for a customer in-house:
-
At the bottom of the screen, select Calendar.
-
In the top-right the top-right corner of the screen, select the Menu
button, select the Search button
, and then select Search for New Appointment.
-
Select the Customer (or add a new customer) and the Service to schedule.
-
Optionally, search for an appointment that is performed by a selected Employee and/or on a specific Date,
-
Scroll down through the search results and select one of the dates and times available below the service provider's picture.
-
Review and confirm the appointment's details:
-
Price: How much the customer is charged for this service.
-
Duration: Amount of time blocked off on the calendar to perform the service.
-
Deposit Due: How much the customer must pay before the appointment can be booked.
-
Resource: Any space or equipment limitations required to perform the service.
-
Service Location: (for mobile services only) Where the service is to be performed.
-
Appointment Note: Enter any notes about the customer or the appointment that the service provider should know. To attach any files,
-
Repeat: How often this appointment repeats. Select the frequency, the day(s) of the week, start date, and end date as required.
-
-
Select Book. The calendar displays the customer's appointment on the calendar for the service provider on the selected date and time.
To schedule an appointment for a customer in-house:
-
Go to the Calendar.
-
On the Web: At the top of the screen, select Calendar, then in the top-right corner of the screen, select the Search button
-
On a Tablet or Pay Desk: At the bottom of the screen, select Calendar, then select the Menu button in the top-right corner of the screen and select the Search button
-
-
Select the Customer and the Service the customer wants to schedule.
-
Optionally, search for an appointment that is performed by a selected Employee and/or on a specific Date.
-
Below the service provider's picture, select one of the available appointments.
-
Review and confirm the appointment's details:
-
Price: How much the customer is charged for this service.
-
Duration: Amount of time blocked off on the calendar to perform the service.
-
Deposit Due: How much the customer must pay before the appointment can be booked.
-
Resource: Any space or equipment limitations required to perform the service.
-
Service Location: (for mobile services only) Where the service is to be performed.
-
Appointment Note: Enter any notes about the customer or the appointment that the service provider should know. To attach any files,
-
Repeat: How often this appointment repeats. Select the frequency, the day(s) of the week, start date, and end date as required.
-
-
Select Book. The customer's appointment displays on the calendar for the service provider on the selected date and time.
Comments
0 comments
Please sign in to leave a comment.