Book the appointment

Transcript

Select a time to play the video from that moment.

1. 0:01

   In the last video you added your client. With opening hours, a service and a client in place, you can now book their first appointment.

2. 0:10

   First, sign in with your username and password.

3. 0:25

   Open Customers, Appointment, Booking Appointments. This list shows your upcoming bookings. Click Add Modify Appointment to start a new one.

4. 0:37

   Click Contact Name, search for your client, and choose them. Only people saved as contacts can be found here.

5. 0:47

   Pick a day in the next few days when you are open, then choose the Haircut service. We leave Packages empty, since this is a single service.

6. 0:58

   The free times appear as buttons, and AM and PM switch between morning and afternoon. Pick a morning time: the start, the forty five minute duration and the end fill in by themselves. Once you have staff, you can also choose who does it; otherwise it is assigned for you.

7. 1:17

   Click Reserve. The booking now appears in the Schedule for that day, and under the client's upcoming appointments. From here, Process Order turns it into a sale, and the bin removes a booking made by mistake.

8. 1:32

   Your client now has their first appointment. To check your day and open any booking, the next video is See your bookings on the calendar.