Premier | Appointment Booking

Premier | Appointment Booking

πŸ” Summary

The Appointment Book allows staff to view, book, and manage client appointments. It provides features for scheduling, searching, billing, and managing availability, along with a comprehensive screen layout for daily operations.

❓ Likely Scenario

 You would contact support if:

  • The Appointment Book does not load correctly in Reception.

  • Appointments cannot be booked, moved, or deleted.

  • Filters (e.g., staff, rooms, facilities) do not display correctly.

  • Clipboard functionality is not transferring appointments.

  • Billing or β€œArrivals/Departures” actions fail from the diary view.
​
​

πŸ› οΈ Process Overview


From the Reception β†’ Appointment Booking screen, users can manage client appointments, view staff availability, and navigate through days and weeks. The interface includes menus, calendars, filters, and appointment details to streamline booking and client management.

βœ… Step-by-Step Instructions

Access Appointment Book

  1. In Reception, click Appointment Booking.

Appointment Book Screen Layout
  • Icon Menu

    • Arrivals – arrive a client from the diary view.

    • Membership Arrivals – arrive a member from the diary view.

    • Bill / Depart – bill and depart a client for treatments/retail.

    • Client / Member Sale – add items to a client’s bill.

    • Till Sale – charge clients without linking to a specific client.

    • Treatment Waiting List – access the waiting list for fully booked times.

    • Appointment Search – open the appointment search.

    • Clients – open the client card.

    • Reservations – direct access to reservations search.

  • Calendar

    • Appointment Book Date – select a date to change the day.

    • Appointment Book Month – use arrows (< >) to navigate months.

    • Today – click to return to the current day.

  • Clipboard

    • Clipboard – transfer appointments between days or staff columns.

    • Clipboard Items – shows original booking details (type, staff, facility, room, time, date).

  • Navigation Bar

    • Print – print the diary page.

    • Refresh – refresh the screen.

    • Previous Week / Previous Day – move back in the diary.

    • Today – return to today’s date.

    • Next Day / Next Week – move forward in the diary.

  • Show Not Available

    • Yes – show all columns (including closed/unavailable).

    • No – show only active columns.

  • Filter Options

    • Region – filter by region.

    • Site – select a different site.

    • Selection – choose different appointment views:

      • All – all columns available.

      • Staff Only – only staff columns.

      • Room Only – only rooms.

      • Facilities Only – only facility columns.

      • Pre-Selections – use predefined views.

      • Selection – combine custom options.

Appointment Summary Screen

  • Summary Row (top reference boxes):

    • Date, Time, Staff Member, Appointment, Room/Facility, Length.

  • Appointment Tab:

    • Categories – filter appointment list.

    • Length – adjust duration of appointment.

    • Appointment List – view bookable appointment types for selected staff.

    • Rooms – shows available rooms.

    • Notes – add notes to the booking.

    • Description – full appointment description.

    • Cannot Book Reasons – reasons blocking bookings.

    • Medical Conditions – warnings or denials for contraindications.

🧠 Important Note


Notes
The Appointment Book is highly dependent on correct staff, room, and facility setup. If required resources are missing or inactive, bookings may fail. Always check filters and availability settings before troubleshooting booking issues.
​

πŸ”— Related Articles

    • Related Articles

    • 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 ...

    • EMS | Appointment Progress Types

      Description The guest journey is visually displayed by its progress status and associated colour. At each stage of the guests journey the appointment will change colour so users can clearly see the progress of the booking. The progress stages are ...

    • EMS | Appointment Categories

      Description Appointment Categories provides the ability to group appointments under a common heading providing the ability to search by category when booking, and to provide summary static reports. Resolution Creating Appointment Categories In ...

    • EMS | Appointment Search

      Description The appointment search facility is an alternative to the “Diary View” as a method of booking an appointment into the diary. Instead of manually looking through the diary you specify the booking details and the system will search through ...

    • EMS | Appointment Pre-Selections

      Description The Appointment view pre-selection setup allows viewing your diary differently: for example you may have a fitness team and a spa team and instead of looking at a diary view of all staff you are able to look at just the fitness team or ...