Step by step
- Open Spa & Salon Management > Appointment Calendar, or press Appointments on Today.
- Choose the day with the arrow buttons (or the Left and Right keys), the date box or Today. The bar shows each staff with the number of bookings, and the number and value of the bookings of the day.
- To book, click an empty time in the column of a staff, or press New Booking (N).
- In the window type the Client: two letters of a name or phone show the listed customers to pick, or type a new name and Phone. Set the Date and a Note.
- In each row choose the Service, Staff, Start, Min (minutes) and Price; the Service button adds the next service right after the last one. Tick Confirmed if the client has confirmed, and press Book.
- Drag a booked service to another time or another staff to move it.
- Click a booking to see it. Check In opens the bill; Confirm, Change, Send SMS, No-show and Cancel Booking update it; Book Again brings back a cancelled or no-show booking; Profile opens the client.
- Tick Show cancelled to see the cancelled bookings too.
Good to know
- When the staff is already booked at that time the software lists the clash and asks Book anyway?.
- Only Booked and Confirmed appointments can be changed or moved. Checked in and Completed are set by Check In and by the bill.
- Only the services set up in Setup can be booked. The opening hours, the time slot and the default service time come from Setup.
- Send SMS sends the reminder now from your SMS balance; the automatic reminder is turned on in Setup.
- The page needs the Appointment Calendar / Book / Change permission; Check In also needs the Today Board / Visits / Add Services permission.
- With no staff yet, first add staff (HRM employees) and services in Setup.