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

1. Select a time in the required staff members column
2. Use the Category dropdown to filter the list of appointments
   
3. Select the required appointment type
1. If the appointment requires a room 
   
2. Select a room form the available list 
4. Click onto the "Green Tick" or Select the "Client" Tab to enter the name of the client
   
5. Enter a surname to search for the client 
   
6. Select the client form the list or create new
   
7. Click onto the "Green Tick" to complete the booking
   

To review a booking

1. Select the booked appointment
   
2. Client Tab - to view information about the client or change the client
   
3. Company tab - to view information about the company, if this booking is for a client that is associated with a company.

1. Appointment Review Tab - information about this booking including reminder/confirmation and pricing
   
2. Price - ability to select a Promotional Code to change a price
   

1. Notes - ability to add notes to the booking
   

Managing Appointments

Help on navigation the Appointment book - see Appointment Book

To create new or amend the appointment rules - see Appointments Code Setup

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