How do I add new appointments?
Created by Jessica Hoi, Modified on Wed, 28 Aug at 1:26 PM by Jessica Hoi
Add an appointment
- Click on the Calendar icon on the side menu
- Select the date using the calendar picker
- Select a Team Member using the filter
- On the Calendar, hover over the time slot on the day you want to book
- Click the time slot and search for a client
Note: If this booking is for a new client, you can add a new client by selecting Add New Pet, or by taking their details in the client list first.
- Select the client and click Continue
- Select the service
Note: - You can add as many services as you like in this slot. - If the service isn't appearing, make sure the Team Member is assigned to the service and update them if needed. - If this isn't the problem and the service doesn't exist, add your service and then update your existing Team Members
- Click Save
You'll now see the appointment on the calendar!
Please note
If you have multiple workplaces, you'll need to select the correct workplace using the dropdown filter first, before selecting a team member.
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