The Create Appointment window, section by section Reference
Every booking opens this window. What changes is how much is already filled in.
N3EWhere it opens from
Create Appointment on the Appointments page, an empty spot or New Appointment in the Operations Center, the client search, a client's profile, a call request, or an online request you accept.
1. Services
Choose the provider, then up to five of their services, and click Confirm. Staff always book themselves, so they skip the provider. A provider with no services can't be chosen until they add some.
2. Date and start time
Click a free start time, or drag the block in the day strip above the hours; then click Confirm. Next free, beside the date, has its own Confirm that books the earliest free time in one step. Start times go in 5-minute steps; times outside business hours are muted but can be picked, with a warning.
3. Personal Details
Find the client by name, phone or email, or add a new one. Add a note if you need to, then click Confirm. When booking from a request or a call, what the client wrote sits at the top; it's kept only if you copy it into your note.
Saving
Click Save under the total. Kigumo checks once more that the time is still free. The note goes on the client's profile, linked to this appointment.
Good to know
- A provider can't be in two appointments at once, and neither can a client.
- An appointment can be up to a year in the past or future, last up to 24 hours and must end by midnight. One booked on a past date is saved as Completed.
- A new client needs a Romanian phone number (+40). There's no field for a custom price or a discount.
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