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Tag: Terminassistent

Appointment Assistant

The appointment assistant makes it easier for you to find available appointments. This is especially suitable for large teams, fully booked businesses, and companies with complex services.

Creating an appointment with the appointment assistant

You can open the appointment assistant using the "+ Appointment" button in the top right of the calendar.

Enter the customer data.
If this is a new customer or if you select the "Services" tab, you can enter the desired services.

If this is a regular customer, the assistant will first show you the history with the customer's previous appointments and the services booked for each. By clicking Book again, the services and desired employee are taken over and you go directly to time selection.

Here you have an overview of all available appointments and can select a suggested time.

Create a regular customer appointment with the appointment assistant

Create a new customer appointment with the appointment assistant

In the calendar settings, you can specify which colors are used for the appointment rating. You can also set whether customer data or the time should be requested first.

Calendar settings: Appointment entry – Appointment evaluation

In the appointment assistant, you can quickly and easily find the next available appointment, even if you have a very full calendar.

In "Number of days" you can specify how many days the assistant should display in one view.

In some companies, appointments and service packages consist of several steps, which are sometimes performed by different employees.

Example of a multi-step service package: Colorist dyes, apprentice washes, stylist styles.

If you want to see at a glance in the appointment assistant how many employees would be involved in the appointment at the suggested time, mark the number in different colors:

Example of the appointment assistant with 3 columns and different rating colors: