Appointments
Every appointment in one list, to find, open, change and mark visits. The front desk also handles requests here.
- Where
- Sidebar › Appointments
- Who
- Everyone. Staff change only their own appointments. The front desk also sees the Appointment Requests and Call Requests tabs.
About this feature
The list is a table of date, client, provider, services, status and total, and it updates by itself when anyone changes an appointment. Every booking, wherever it starts, opens the same Create Appointment window.
An appointment has one client, one provider and 1 to 5 services; its price and length add up from the services. Appointments are never deleted: a cancelled one stays in the client's history.
N3EJobs you can do here 4 pages
Find an appointment
You've found the appointment and opened it, or its client.
Change or move an appointment
The appointment has its new time, provider or services, and the client gets a new confirmation if the time changed.
Change an appointment's status
The visit is marked In progress, Completed, No-show or Cancelled.
Cancel an appointment
The time is free, the appointment stays in the client's history, and you've told the client.
Reference
The Create Appointment window, section by section
Every booking opens this window. What changes is how much is already filled in.
When Kigumo recognises a client
Kigumo keeps one profile per person by matching the phone and email you type. A name on its own never counts.
Appointment statuses
Every appointment has one status. Here's what each means and what it can change to.