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 |
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Appointment information | Information about the booked Appointment is shown at the top of the menu. The following information is displayed:
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Reschedule button | A button used to reschedule the Appointment. For more information, see Rescheduling an Appointment. |
Rebook button | If the Appointment has been canceled, this button is displayed below the Reschedule button. Click this button to book the Appointment at another time. |
Cancellation buttons | Buttons used to indicate that the Appointment was canceled, and the reason given. Your choices are:
If the Appointment has already been canceled, the type of cancellation is listed here. |
Client information | Information about the client who is booked into the Appointment. The following information is displayed if it is available on the client’s profile:
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Contact buttons | Buttons used to contact the client. Click Email to compose and send an email message to the client’s email address. Click SMS to compose and send a text message to the client’s phone number. You can choose from existing templates when sending an email or text message. |
Alerts | This section appears when there are alerts on the client’s profile. The number of alerts on the client profile shown in a red circle. Click the heading to expand this section and view the client alerts. For more information, see Adding an alert or flag to a client profile. |
Payment status | The payment status of the Appointment. Payment can also be completed from here. |
Notes | This section appears when there are notes on the client’s profile. The number of notes on the client profile shown in a purple circle. Click the heading to expand this section and view the associated notes. |
Add-on products | The number of add-on products that have been purchased with the Appointment shown in a purple circle. Click the Edit button |
QUICK or SOAP notes | QUICK or SOAP notes about the Appointment. Click the heading to expand this section and view the QUICK or SOAP notes. Click the Add QUICK notes or Add SOAP notes button |
Previous Appointment | Information about the client’s last Appointment at your business. Click the heading to expand this section and view the associated information. Click View All Appointments to view the client’s attendance history on their client profile |
Next Appointment | Information about the client’s next Appointment at your business. Click the heading to expand this section and view the associated information. Click View All Appointments to view the client’s upcoming schedule on their client profile. |
Confirmed button | A button to indicate whether the client has confirmed the Appointment. This button is selected automatically when the client confirms their Appointment via a link in their Appointment Confirmation email notification. A staff member can also select this button manually from the schedule. If the button is white, the Appointment has not been confirmed. If the button is purple, the Appointment has been confirmed. When the Appointment has been confirmed, it will be highlighted in purple in the Calendar view of the schedule. |
Checked-In button | A button to indicate whether the client has checked in to the Appointment. The button is selected automatically when the client checks in to the Appointment using a check-in method. A staff member can also select this button manually from the schedule. If the button is white, the client has not checked in and the Appointment appears on the client’s upcoming schedule. If the button is blue, the client has checked in and the Appointment appears on the client’s attendance history. When the client has checked in, the Appointment will be highlighted in blue in the Calendar view of the schedule. |
Store button | A button that allows you to access the Store to add a tip or add-on product to the Appointment, to pay for the Appointment, or to sell a Purchase Option for the Appointment. |