Appointments on the schedule

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.


ElementDescription
Appointment informationInformation about the booked Appointment is shown at the top of the menu. The following information is displayed:
  • The Appointment type (e.g., 45 mins drum class).
  • The name of the staff member hosting the Appointment.
  • The Appointment start and end time.
  • The date of the Appointment.
  • The location of the Appointment.
Reschedule buttonA button used to reschedule the Appointment. For more information, see Rescheduling an Appointment.
Rebook buttonIf the Appointment has been canceled, this button is displayed below the Reschedule button. Click this button to book the Appointment at another time.
Cancellation buttonsButtons used to indicate that the Appointment was canceled, and the reason given. Your choices are:
  • Early cancel - Select this option to indicate that the client canceled the Appointment before the allowed cancellation time. If you select this option, you can select a reason for the cancellation, either Early Cancellation, Other, or Staff No Show. For more information, see Canceling an Appointment.
  • Late cancel - Select this option to indicate that the client canceled the Appointment after the allowed cancellation time.
  • No show - Select this option to indicate that the client did not show up to the Appointment.

If the Appointment has already been canceled, the type of cancellation is listed here.
Client informationInformation about the client who is booked into the Appointment. The following information is displayed if it is available on the client’s profile:
  • The client’s name.
  • Icons that represent relevant details about the client, such as pass status, contract status, and number of unpaid visits. You can hover over an icon to learn more about the relevant details. For more information about these icons, see Viewing an attendance list.
  • The client’s account balance.
  • The client’s email address, which you can copy by clicking the Copy to clipboard button .
  • The client’s phone number.
Contact buttonsButtons 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.
AlertsThis 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 statusThe payment status of the Appointment. Payment can also be completed from here.
NotesThis 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 productsThe number of add-on products that have been purchased with the Appointment shown in a purple circle. Click the Edit button to edit purchased add-on products or to add new add-on products.
QUICK or SOAP notesQUICK 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 to add new QUICK or SOAP notes to the Appointment.
Previous AppointmentInformation 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 AppointmentInformation 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 buttonA 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 buttonA 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 buttonA 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.

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