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In setting up a One Time Appointment, you'll first want to fill in all the required fields. If you only have 1 staff and 1 location, the staff and location fields will be pre-populated for you, but you can edit and change all the other fields. First, select the service that you are going to be making the appointment for. I recommend selecting the service reason first so that all the recommended dates and time slots (that are based on the availability you have added) show up with the proper start and end times:
Once you've selected the service, you can now look at the calendar drop down to see what dates you have available on your calendar with enough room in your schedule to add an appointment for this service, based on the duration the service is set for:
Select a date from the calendar. You'll see in the "Open Upcoming Appointments" panel on the right hand side any other appointments you have scheduled for that day. You can then either choose a time for the appointment based on the list of available times or you can press "Override Times" to enter in a custom time:
Now that you have the service, date, and time inserted in, you need to enter in which client this appointment is going to be with. If the client alright exists in your account then you can type in the first few letters of his/her name and find them on the client search:
If it is a new client, you can press the "Add New Client" link beneath the client search field to quickly add in the client:
Once you press Add New Client, you'll be prompted to enter in his/her first name, last name, email address, and home phone number, cell number, address, city, state, zip code, and timezone. Once you've entered in these details (the only mandatory one is ones are the first nameand last names) and press "Add Save New Client" the client will be added to your account and to the appointment record:
Now that you've got the client attached to the appointment in the Add New Appointment screen, you are ready to save the One Time Appointment. You have the option of adding in some comments (which are for internal/business use only) and selecting the hours before the appointment you'd like to send the reminders out.
After customizing those last few things, go ahead and press "Save Appointment":
You'll be asked whether you want to send an email to the client and/or to your self about the new appointment. You'll also have room to enter in a new appointment note/message which will be plugged into the email that goes out to your client:
Once you've selected whether you'd like to send an email about the appointment to yourself (the staff) or to the client and entered in any message notes you may want to, you can click "Save Appointment" to commit the appointment and send out the email. The screen will update and show that your appointment is now listed as being in Open status:
You can navigate away from your appointment at this time as it is successfully saved and added to your schedule. You can navigate to it again at any time by either using your calendar or your appointment lists.
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