You can view numerous pieces of information about every appointment. Customer name and services are already clearly visible directly in the calendar. By clicking on an appointment, you can find out many more details.
To have an overview of the details of booked appointments, click on the desired appointment. A window opens that shows you 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 modified.
- Schedule follow-up appointment: Opens the appointment assistant with pre-filled customer data.
- Resend confirmation email: If the customer's email address has been changed or the customer has lost their confirmation email, you can resend it.
- Resend staff notification: If the staff member's email address has been changed or the staff member has lost their staff 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 every customer file you can view all customer messages in the submenu item "Messages".
Example of icon for 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
