Appointments
Creating, approving, rescheduling and cancelling appointments.
Calendar: views, filters and calendar settings
Use the calendar in staff, resource, weekly, monthly or agenda view; choose which records and staff are shown and set the calendar hours and column width to suit you.
Changing an appointment's time on the calendar and conflict warnings
Drag an appointment to change its time or its staff member; decide whether the customer is notified and handle the conflict, package expiry, cancellation-right and multi-service warnings.
Appointments list: search, filters and columns
See every appointment in a single list; reach the session you are looking for quickly with the time, status, source, approval, package and type filters.
Creating a new appointment (4-step wizard)
Create an appointment through the customer, staff and service, date-time and detail steps; set the available time, price and VAT, the online meeting, the recurrence and the SMS notifications.
Appointment (Class) Planning: bulk class planning with package credit
Plan a single class or weekly recurring classes for one or more participants in one flow. Each class uses 1 session credit from the participant's package; the classes are created without a sales card and written to the calendar.
Approving an appointment, changing its status and cancelling it
Use the appointment detail window: approve or reject appointments waiting for approval; move between the arrived, completed, no-show and cancelled statuses, learn the package credit refund rules, undo a status and delete an appointment.
Creating and managing recurring appointments
Set up appointments that repeat weekly, monthly or on a custom pattern; learn the rules of the ready-made options and the custom repeat, the one-year limit and the scope of the changes you make to a series.