Managing Appointments
Editing an Appointment
Locate the Appointment – Use the search or filter functions.
Click on the Options Icon – Open the menu next to the appointment.
Select “Edit” – Modify details such as service, staff, or time.
Save Changes – After you’ve made your changed, click Save to update the booking.
Export Appointments as CSV
Export to CSV – Export your current appointments to a CSV file easily.
Deleting Appointments
- Single Deletion – Open the menu for an appointment and select Delete.
Bulk Deletion – Select multiple appointments and click the Delete button.
Viewing Payment Information
- Locate the Payment column in the Appointments Menu.
Click the Payment Details icon to view or update transaction information.
✏️ Creating a New Appointment
To manually book an appointment from your dashboard:
- Go to the Appointments menu and click “New Appointment.”
- Fill out the booking details in the Appointment Details tab:
- Category – Choose the category that contains the service you want to book.
- Service – Select the specific service. Both regular and recurring services can be booked from this screen.
- Staff Member – Pick a team member for the appointment. Available options are based on the selected service.
- Date & Time – Choose from available time slots. For recurring bookings, you can define the repeat schedule here.
- Customer – Select an existing customer or create a new one on the spot.
- Status – Set the appointment status (e.g., pending, confirmed, canceled). You can mark it as approved even if the payment hasn’t been completed through the booking form.
- Notes – Add any internal notes specific to this appointment for reference.
Additional Options:
Extras – Include additional services if applicable.
Coupons* – Apply discount codes.
Products* – Add your used/planned products to this appointment.
Enable Notifications:
Activate Run workflows on save to send booking confirmations, or start any other workflow, based on your configuration.
Save Appointment: Click Save to finalize the booking.