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 content is shown and set the working hours 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 an SMS goes to the customer and handle conflict 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.
Appointment (Lesson) Planning: bulk lesson planning with package credit
Plan recurring lessons or sessions for several participants in one flow. Each lesson is deducted from the participant's package credit, and appointments are created on the calendar until the credit runs out.
Creating a new appointment (4-step wizard)
Create an appointment through the customer, staff and service, date-time and detail steps; set up the online meeting, the resource assignment and the reminder options.
Approving an appointment, changing its status and cancelling it
Approve the appointments that are waiting for approval; move between the arrived, completed, no-show and cancelled statuses and learn the package credit refund rules.
Creating and managing recurring appointments
Set up appointments that repeat weekly, monthly or on a custom pattern; learn the end date rule and the scope of the changes you make to a series.