Looking for Desktop help? Click here for our Desktop how-to guide Instructions.
These instructions will help you successfully schedule a new appointment on the cloud website and from the mobile app.
Scheduling an Appointment from the Website
Click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.
In the Which Client? field, enter the client's name, and select the client from the list.
In the What Services? field, enter the service, and select service from the list. Repeat this step for any additional services you wish to schedule for the client
Select Schedule to save your appointment.
Scheduling an Appointment from the Mobile App
From the Appointment book, double-click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.
Click on Select Existing Client to bring up the Client list. By default the app will not show all clients, so you will most likely want to click in the search bar and type the client's name to search for the specific client. Click on the client when you have located them to add them to the ticket.
To add a service, select Add a Service. Just like with the client look-up screen, not all services will appear at once. Instead, you may need to use the magnifying glass.
To add a product, select Add a Product.
Set the Referred By field as desired.
Select Book Appointment to finish scheduling the appointment.
