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Scheduling a Single Appointment

In this article, we will walk you through how to book a single appointment.

To schedule a single appointment:

  1. Navigate to the Schedule
  2. Filter by location
  3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule  16444998-b7a1ee4266d9c71c0b5ac09025c01393.png
  4. When the appointment modal opens:
    • You can search for an existing client using the search field or add a new client using the icon on the right-hand side. 16447356-2b084178ba32e86c16fc1175f75ba9a8.png
    • If client “Quick-Add” is enabled then clicking the client icon will populate the option to add the client’s basic information such as name, phone number, and email. unnamed_-_2021-11-09T145744.679.png
    • If the “Quick-Add” option is disabled, then clicking the icon will redirect you to the Clients tab and open the Add a Client page. After you save the client, you must click on the Schedule and create a new appointment. The client can then be found in the client search. unnamed_-_2021-11-09T150939.350.png
    • Once the client is added to the appointment modal, you can proceed to select the staff, service, and time. 
  5. Once you have entered the required fields, select Save.
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