To learn how to change a client’s attendance in their upcoming schedule, see Changing a client’s attendance record.
To learn how to view a client’s attendance history, see Viewing a client’s attendance history.
In this article:
To view a client’s upcoming schedule:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the client’s menu, click Attendance.
- On the Attendance menu, click Upcoming Schedule. The list of upcoming services the client has booked are displayed.
Headings in the upcoming schedule
|DATE||The day and time at which the service is scheduled to occur. Recurring bookings are indicated by the Recurring icon . A green Recurring icon indicates the booking has been paid for, while a red icon indicates the booking has not yet been paid for.|
|SERVICE||The name of the service, the location the service was booked at, an icon representing the method used to book the service, and the individual who booked the service. |
If the service is a Class or Event, click the name of the service to view its attendance list.
|STAFF||The photo and name of the staff member who is scheduled to conduct the service.|
|PAID WITH||The payment status for the service. |
Click the Edit button to change the payment method or make a payment. See Reconciling an unpaid visit for more information.
|SPOTS||If the service is a Class or Event, the number of available spots and the total number of spots in the service are displayed.|
|NOTES||Click the Notes button to view, add, edit, print, or delete SOAP or QUICK notes related to the service.|
|ACTION||Click the More button to cancel the booking. If this booking is part of a series of recurring bookings, you can also select to cancel all bookings in the series.|