You can view numerous pieces of information about each appointment. Customer name and services are already clearly visible directly in the calendar. By clicking on an appointment, you can learn many more details.
To have an overview of the details of booked appointments, click on the desired appointment. A window will open that shows the date, customer, services, planned price, appointment notes, duration and employee at a glance.
Information in the appointment detail
- Copy appointment to another day: Creates an identical appointment at the same time on the day you can select after clicking on this function.
- Show appointment versions: Shows the appointment history, from which you can see when and by whom an appointment was created or changed.
- Schedule follow-up appointment: Opens the appointment assistant with pre-filled customer data.
- Resend confirmation email: If the customer's email address has changed or the customer has lost their confirmation email, you can resend it.
- Resend employee notification: If the employee's email address has changed or the employee has lost their employee notification, you can resend it.
Appointment options:
Example of the print view of a single appointment:
- Move: Opens a monthly overview in which you can select the desired day to which your appointment should be moved.
- Edit: Activates edit mode, with which you can change the duration of the appointment steps or move the entire appointment within the current day.
- Delete: Removes the appointment from the calendar.
Tip: In the protocol and in the customer file you can also view deleted appointments.
Example of appointment history:
Tip: In each customer file you can view all customer messages in the submenu item "Messages".
Example of icon on a new customer appointment:
Example of an appointment note directly in the appointment:
Example of appointment with moveable appointment steps:
Short video on moveable appointment steps
Appointment detail when opening an appointment
