Search for Appointments and Classes - Web Version

Navigate to the Calendar page.

Click the Search icon, then select Search for New Appointment.

Select the customer.

You can select New to create a new customer, Edit to edit a customer profile, or History to see a customer's appointment history.

You can add up to 3 services by clicking the +Add Service button, selecting another service, and employees to search.

Select the service to search for, then use the Employee drop-down menu to select one or more employees to include in the search. Select a date and click Search.

Use checkboxes to select individual employees. Select All, or the default of Any Employee, which looks at all employees who provide the selected service.

The search result shows which employees have available appointments for the selected service on the selected date. Select a time to book by clicking the button with the time on it.

Note

If there are no available appointments on the selected date, a pop-up warning shows you the next date with available appointments.

On the Confirm Appointment pop-up screen, you can add an appointment note and make changes to the appointment.

1. If you have Track Customer Retention turned on in the Calendar Configuration, select an appointment type from the drop-down menu.

   

Click Charge Deposit or Book (if no deposit) to add the appointment.

The appointment displays on the calendar.

Navigate to the Calendar page.

Click the Search icon and select Search for New Class.

Search results default to the current week and show all classes offered by all instructors, both In-House and Live Streaming.

When you find the class and date you want, click Sign Up.

Edit the Book Class screen as needed, click Add Attendee or Add Attendee and Checkout when you're done.