Scheduling

How to Schedule/Edit an Appointment

Schedule one service provider (If multiple employees are involved, we recommend you use the Appointment Builder-link for appointment builder article) 1. On the Schedule screen, in the calendar at the top ...

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How to Schedule and Cancel Time Off

If an employee will be absent during regular working hours, it must be entered on the appointment schedule so appointments cannot be scheduled for them during those times. Proceed to: Schedule For a few hours...

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Pre-book Appointments

Many clients like to book their next appointment before leaving, especially in very busy salons or during holiday periods to insure they’ll get the date and time they want. If you use automated confirmation ema...

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What is the Appointment Builder

Appointment Builder allows you to create an optimal schedule for a client requesting multiple services on the same day, taking into account all employees’ schedules and the availability of resources without hav...

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Confirm Appointments Manually

If you don’t use automated email confirmations or for those cases where a client needs to be called for their reminder, confirm their appointments manually as follows. Proceed to: Schedule 1. Click the appoint...

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How to Create Standing Appointments

Remaining Standing Appointments Notification Receive a notification when a standing appointment is running low. Manage>Basic Settings>Business Settings>Detailed Settings>Remaining Standing Appoin...

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Client Wait List

When a client requests an appointment slot/day that is unavailable, they can be added to a waiting list. This list will pop up when a time slot becomes available due to a cancellation. 1. On the left side o...

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How to Cancel an Appointment

If the client is unsure of the date, enter their name or phone number in the “Search Box” at the top right of the screen. Select the correct name from the drop-down and click the search icon. The client’s “Futu...

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What is a Custom View?

A temporary on-demand view of your selected Service Providers to be scheduled. Go to: Schedule Click on Custom View 2. By checking the boxes it will select the service providers f...

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Print Schedule

Proceed to: Schedule>Print Schedule Date:Choose the data range for the schedule to display within Run For: Choose to run the schedule for your full staff or an individual employee by selecting one fro...

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