Having pre-scheduled times for you to perform a specific task for your customers helps you organize your team's time, ensures all necessary tools are available, and rooms are prepared. Let's learn how to view and manage these appointments within the system!
Viewing Service Appointments
Navigate to the Calendar section and select Services from the view dropdown menu.
This will show you the appointments booked from your Service Calendars. To view the details of an appointment, simply click on it.
Managing Service Appointments
Once you've clicked on your desired appointment, the details will open up on the right side. In the appointment's detail module, you can reschedule (1), duplicate (2), or delete (3) the appointment.
Additionally, you'll find the following information for the appointment:
- Appointment Time: View the day, date, time, and time zone of the appointment.
- Contact Information: This includes the information of the main Contact who booked the appointment. Clicking on a contact's name will redirect you to their contact card.
- Location: This will display the selected location for the service. If you have a single location, it will say Default.
- Booked By: This will show who booked the appointment, if the contact, a team member, automation, etc.
- Source: This will be where the appointment was booked, for example, the calendar link.
- Service Details: This section contains the service name, duration, selected staff member, resources, and add-ons.
Rescheduling An Appointment
Clicking the reschedule option will open a module so you can select a new day and time for the appointment as needed.
Additionally, you can view and add internal notes to your appointment if needed.
Once you've made the necessary changes, click Save at the bottom.
Duplicating An Appointment
Clicking the Duplicate option opens a booking module where the appointment details are prefilled with the information from the selected appointment.
To change the contact who will be receiving the service, click the x icon next to their name, then select a new contact from the dropdown menu.
Click + Add Service to add other services from the same category.
To include add-ons not previously selected, click the pencil icon.
If you want to change the staff member performing the service, click the downwards pointing arrow and select your desired provider from the dropdown menu.
Set a date and time for your appointment.
Lastly, click Book Appointment to save it in the system.
Creating New Appointments
To manually book an appointment, click the + New button at the top right corner.
An appointment modal will open for you to schedule the services. First, select a contact from the dropdown menu to receive the appointment.
Click Add Service and select the services you wish to include.
Click the pencil icon next to the service to include any related add-ons.
Select a date and time for your appointment, then click Book Appointment to save it in the system.
Managing your appointments inside the system makes it easier to ensure customer satisfaction, manage your team, and integrate automation into your process for improved efficiency. We know this will help you grow your business and provide excellent service to your customers. We hope you enjoy using it!