- Click on "APPOINTMENT MANAGER" to start creating appointments for "Walk-In/Call-In" clients.
- The screen will show an overview of the stylists and their appointment throughout the day.
- You can change the date at the bottom of the screen, in between "NEW APPOINTMENT" and "APPOINTMENT SEARCH" to filter out your search
- Click " NEW APPOINTMENT " to start creating a new appointment.
- Select the stylist from the drop down list at the top of the screen.
- Enter the member(client) by clicking "SELECT MEMBERS"
- Enter the "NAME/PHONE NUMBER” in the text field to begin searching for the correct member(client).
- Ensure the member(client) is correct after searching.
- After search is done, proceed to click "OK".
- Proceed to enter the services that the member(client) will be doing by clicking "SELECT SERVICES".
- Enter the name of the service in the text field to start the search.
- After search is done, make sure to tick the check box to confirm the selection.
- Click " OK " once search and selection is done.
- Take note of the duration of the appointment. If there is a need, user can turn on duration minutes with the buttons. The duration of the appointment will be adjusted accordingly
- Click " OK " once everything is accounted for.
- Created appointments will be reflected under the staff who is in charge of the appointment.
- User can close the screen and proceed to use other functions.
- In "APPOINTMENT MANAGER", user can double click on the appointment assigned to them to create an invoice to complete the appointment.
- After double clicking the appointment, look for a button called "CREATE INVOICE" at the bottom left. and click it to open up the SALES INVOICE screen with the member(client) and services input in the appointment.
- User can proceed to Sales Invoice and carry on to Tender.
Appointment Print
Modified on: Sun, 6 Jun, 2021 at 8:21 AM
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