You can modify the purchase rules of an appointment, class, or event to specify how and when clients should pay for your services. To modify the purchase rules of a service: On the Services menu, click Appointments, Classes, or Events. Click on the service that you would like to modify. […]
Appointments
The booking times for an appointment or Book-a-Spot asset are based on their booking intervals and the availability of your staff members and assets. To prevent empty blocks of time on your schedule, booking times begin as soon as the available time for an appointment or asset begins. For example, […]
In this article, you will find a complete breakdown of what you see on the appointment menu that appears when you click an appointment on the schedule. Element Description Appointment information Information about the booked appointment is shown at the top of the menu. The following information is displayed: […]
The Appointment Confirmation email notification is a client notification that is sent to a client after they successfully book an Appointment. When a business has this notification enabled and includes the [ButtonCancel] email variable within the notification, clients can cancel the Appointment directly from the notification. To cancel an Appointment […]
You can create a SOAP or QUICK note for a client when they are booked for, or have attended, a service. When modifying a SOAP/QUICK note, you can also print, duplicate, and delete the note. To learn how to create or modify a SOAP/QUICK notes for appointments in the Elevate […]
When you make a change to the duration of an appointment type, the duration is permanently changed for all appointments of that type. If you want to increase or decrease the duration of a single appointment, you can do so in 15-minute increments directly from the schedule—this change will apply […]
When a client pays a deposit on an appointment or event, that service will appear as paid on the client’s profile. However, the client still owes the remaining balance for the appointment or event, and payments for the remaining balance must be reconciled manually. For information about reconciling other types […]
You can group your appointments into categories to keep them organized. Appointment categories appear as expandable headings on the Appointments page. You can create, modify, deactivate, and reactivate an appointment category. You can also sort the appointments in each category to determine how they are displayed on the Book Now […]
Processing time can be set to determine how much time is required for individual parts of an appointment type. Unlike padding time, processing time affects the duration of an appointment. For example, an acupuncture appointment can have a 15-minute start time where the acupuncturist sticks needles in the client, a […]
This article describes all the advanced settings that are available when you’re creating or modifying an appointment type. To learn about the general information settings available when creating or modifying an appointment type, see Appointment type general information settings. Setting Description Taxes A setting that allows you to select whether […]