How To Book an Appointment (Click'n Drag Method)
Step 1. Enter the "Staff Day Planner" Section
After selecting the "Planners" tab in the Work Area, select the "Staff Day Planner" tab.
Step 2. Highlight the Appointment Box in the Calendar
In the drop down menus next to the daily schedule, select the location where you would like to book
your appointment. Please note that you may skip this step if you have only one location.
Step 3. Select a Date for the Appointment
In the interactive calendar, select the date of the appointment. The selected day will be highlighted
in blue and the day's schedule will appear to the left. You may also scroll through the dates using the
arrows located above the daily schedule.
Step 4. Highlight the Appointment Block in the Daily Schedule
In the column corresponding to the staff member with whom you would like to book a service, left-click
on the time you want the appointment to begin. Without releasing the button, drag the cursor to the
end time of the appointment and release the button.
Step 4. Set the Appointment Details
In the appointment details window that appears:
- Select the type of service using the drop down menu.;
- Confirm the duration and cost of the appointment using the preset parameters or by setting a custom duration and cost.;
- Select the room where your service will take place;
- Select the client you want to book the appointment for. You may select the client by entering his or her name, e-mail,
phone number, or group in the text field; you may also find your client in the list below. If the client does not yet exist
in the database, you may add him or her by clicking on the "Express Form" link in the top right corner of the window, or by
clicking on the "Create New Client" in the appointment details window.
Don't forget to click on the save button to confirm the appointment. Should there be any conflicts (such as room or time
conflict), an error message will appear.
NOTES:
a) Once a time slot is booked, it no longer appears as available in the customer portal: customers will not be
able to book another appointment during that time slot.
b) Appointments may be internally booked outside the available times displayed in the schedule (shown in beige).
c) A grey time slot in the schedule indicates that the time slot is only available for booking through the online
portal. This occurs when you have set a different schedule for your online portal.
d) All appoinments with an "Attended" status are archived in the system or future reference. The status may be
changed manually in the appointment details window, or may be set to "Attended" automatically by selecting this
option under "Advanced Settings". All "Attended" appointments are archived at 12AM every day.
e) This feature is not available in Internet Explorer version 7. Upgrade to version 8 or switch
to Mozilla Firefox or Apple Safari browser.
