EMS | Appointment Booking - Create New
Description
Appointments can be booked via the Appointment Book, this section covers the booking options available
Resolution
In “Reception” click onto “Appointment Booking”
Create a Staff Booking
- Select a time in the required staff members column
- Use the Category dropdown to filter the list of appointments
- Select the required appointment type
- If the appointment requires a room
- Select a room form the available list
- Click onto the "Green Tick" or Select the "Client" Tab to enter the name of the client
- Enter a surname to search for the client
- Select the client form the list or create new
- Click onto the "Green Tick" to complete the booking
To review a booking
- Select the booked appointment
- Client Tab - to view information about the client or change the client
- Company tab - to view information about the company, if this booking is for a client that is associated with a company.
- Appointment Review Tab - information about this booking including reminder/confirmation and pricing
- Price - ability to select a Promotional Code to change a price
- Notes - ability to add notes to the booking
Managing Appointments
To create new or amend the appointment rules - see Appointments Code Setup
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