To add an appointment using the "Add Appointment" button, simply click the green "Add Appointment" button just above the Calendar:
And choose the type of appointment you'd like to add. Your choices are "One-Time" or "Repeating"
One-time appointments are a single, one-time appointment, whereas a Repeating appointment repeats on a given frequency (every Monday at 12pm for example).
Click here to see the guide for Adding a One-Time Appointment
Click here to see the guide for Adding a Repeating Appointment
After we click "Add One Time Appointment" from the Add Appointment menu, we'll see our appointment form, as shown below:
Let's walk through each selection to see how we complete our form and save our new appointment.
The first step is choosing our location:
Now, as we're only booking for our Studio, this selection is made for you, and there are no other options to choose from.
Next, we'll choose the staff member who will take the appointment:
Then we'll select the type of appointment we want to make from the Reason Group list:
Our selection here determines the services we'll see in the Service & Class list:
Next, we'll select our duration, which also tells us our rate level and price:
Then we'll add our client. We can search for the client, typing at least the first 3 letters of their first or last name. If the client is currently in our client list, their name will show up in the dropdown list. Otherwise, we can click "Add New Client" and a form will appear for adding the client to our client list:
Next we'll use the date picker to select our date, and the dropdown list to select the time:
Finally, click the green Save Appointment button:
After clicking the Save Appointment button, a form will appear with a few more items to complete to finish adding the appointment:
The checkboxes at the top allow us to send an email confirmation of the appointment to the client and/or staff member handling the appointment.
The Notes section gives us a space to add any notes.
The Forms section is where we send the client the Waiver of Liability Agreement. Clicking the link will populate the email template for sending the form. You can edit the template if needed. Otherwise, just press Send:
In the Package section, we can choose to apply this appointment to a customer's purchased package if they have one:
As we can see in the image above, the package status is Open, and the client has used 0 of 7 appointments in the package. Here we could also choose to apply this appointment to a package owned by another client if that client wanted to share one of their remaining appointments.
The bottom section contains Email and Text reminder options for the staff member and client. These settings are set elsewhere on the system, and do not need to be chosen here. You can skip ahead and click Save Appointment:
We should now see the appointment we added on the Calendar at the date and time we selected.
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