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.
Last updated: 3 Ağustos 2026
A new appointment starts from the New Appointment button on the Appointments page, from the + Create area in the top menu, or by clicking an empty slot in the calendar. When you start from the calendar, the date, time and staff member arrive already filled in.
Step by step
- 1Customer
Search for and select the customer; if they are not registered you can create a new customer from the same screen. Once a customer is selected, their past visits, debt, active packages and attendance are shown as a summary.
- 2Staff and Service
Choose the service and the staff member who will deliver it. You can add more than one service and assign a different staff member to each one.
- 3Date and Time
Choose the day from the calendar; the system lists the available times based on the staff member you picked and the duration of the service. The list of available times takes your working hours, existing appointments and leave into account.
- 4Appointment details and saving
In the last step you can edit the staff member, the resource (room/hall), the price and the discount of each service row. You also decide whether the services are delivered back to back or at the same time (service scheduling), pick the online meeting and its platform, set the recurrence, choose the reminder preferences and the note, then save.
Online meeting
When you turn on the Online toggle in the last step you can pick the meeting platform: Google Meet or Zoom. The platform choice appears only if the matching integration is connected through Pi-Store; if it is not, the system warns you. Once the appointment is created the meeting link is generated automatically and a "Join Meet" / "Join Zoom" button appears in the appointment detail.
Notification and reminder
In the "Notification and Reminder Settings" section you choose whether the customer is informed when the appointment is created and whether a reminder is sent before the appointment (by SMS or WhatsApp).
The wizard has no package selection and no collection step. If the customer has a suitable package, the credit is deducted through the sales card; collection is taken from the appointment's sales card as well.
If the same customer already has an open sales card for the same day, the new appointment is added to that sales card; if not, the system opens a new one automatically.
The mobile wizard has 3 steps — there is no separate "Staff and Service" step as on the web; the staff member and the services are chosen in the last step.
- 1Customer
Search for and select the customer, or create a new customer.
- 2Date and time
Choose the day from the calendar, then the time from the list of available slots.
- 3Services and details
Enter the staff and the services, their durations and prices; complete the online meeting, the meeting platform (Google Meet / Zoom), the recurrence and the reminder settings in this step and save.
On mobile the recurring appointment setting is made with a toggle and a pop-up window; the rules are the same as on the web (at most 1 year, an end is required).