1. Home
  2. Docs
  3. Basics
  4. Appointments

Appointments

In the Admin panel, you can see a list of all appointments in the Appointments menu. Using convenient search and filters, you can easily find any appointment you want. You can order the list with ASC and DESC mark-up for all columns. You can edit or delete any Appointment here. To do this, simply click on the options in front of the appointment and click the Edit or Delete button according to the drop-down page.

You can also select and delete appointments in bulk. Also, when you click on the icon in the list PAYMENT column, you will see the detailed Payment Info. You can change Payment, Price, or Payment status as needed.

You can create a new Appointment from the Backend. Click on the ADD APPOINTMENT button to do this.

appointment overview

In the pop-up window, select Location first.
After selecting the service categories, select the final service and select Staff. Then the date and time the Appointment will begin.

Date and time options are available according to Timesheet, holidays, and special days. If you set Sunday as a holiday, there will be no timeslot for this day. You will only not see an empty timeslot here.

If more customers have booked at timeslot on 10th of June at 11:00 pm, you will not be able to create 2nd appointment on this timeslot. If your Service capacity is a Group then you need to find, edit, and add a new client there. Also, your other customers can book the same timeslot if the service capacity is Group.

After setting the date and time, click on Customers.

Booking approval

If it is possible to add an appointment as a Group, then you can add a number of Customers to suit your capacity. You can set the number of the Customers in the settings of the Appointment. If the customer is not alone and several people come with him, you can mention that number in the selection. These numbers will be collected for capacity.

If you have extras related to the Service and you want to select it, you can do so from the Extras tab.

If “Send email notifications” is not set on the checkbox, then notifications will not go if you made manual changes on the appointment. If you want to send notifications that are set up in Notifications, it is important that you put a mark on this checkbox.

Monthly recurring appointments:

Monthly recurring appointments

If the service you choose is a Monthly recurring service, then different options will be opened to you. On: There are 6 options in this selection:

  • Specific day
  • First
  • Second
  • Third
  • Fourth
  • Last

If you select the Specific day option, you can specify the specific days you want from 1 to 31 in the upcoming selection. For example, you want to repeat this appointment 5, 10, and 15 each month. Then you will select options 5, 10, and 15 in the upcoming selection.

In Time, you decide how many hours each day will start this appointment. You will mark the start date and end date. Once you have completed the details, you will see in the Times entry how many times your appointment will be repeated according to your preferences. For example, you did not take a 3-month interval and chose the 5th, 10th, and 15th of each month. In this case, you have selected 9 appointments. The 3-month interval, 3 appointments each month, the final number is 9. You can also control End Data by saying Times input. For example, you don’t want to calculate the last date, but you know that the appointment must be repeated 10 times. Then type 10 in Times and let the program calculate the End date itself.

If you select one of the First, Second, Third, Fourth, Last options you will be able to choose any day of the week in the upcoming select. For example, you can choose the First Monday. This means that the appointment will be repeated on the first Monday of each month. Another Start date, end date, and times options will remain the same as in the above selection.

If the Fixed full period is set at the time the service is added, you cannot set the End date. When you select the start date, the end date will be automatically calculated according to the service settings.

Weekly recurring appointments:

Weekly recurring appointments

In this case, you will be able to choose the days of the week. After choosing the days of the week, you can set the start time in front of each one. Finally, you select a Start date and End date. The start date, end date, and Times will be as we mentioned above.

Daily recurring appointments:

Daily recurring appointments

When adding a daily recurring appointment, you must first determine how many days your appointment will be repeated. If you choose every 1 day, it means that your appointments will be repeated every day after day. If you choose to do it every 2 days, it will repeat every 2 days. Time, Start date, End date, and Times are the same as the others.

Was this article helpful to you? Yes No