Book a client who calls or walks in
The visit is on the calendar, and the client gets a confirmation text if texts are switched on.
Before you start
Anyone in the business can do this.
- The provider offers the services you'll book. Staff can only book themselves.
Start here
Operations Center › an empty spot in the provider's column
N3EOperations Center
You ▾DayWeekMonth‹ Thu 16 Oct ›Today
09:00
Vlad Georgescu Follow-up
10:00
+
11:00
12:00
Ana Popescu Initial assessment
Steps
- 1
Click an empty spot in the provider's column, at the time you want.
Create Appointment opens on that day and time, with that provider chosen.
- 2
In Services, choose the services and click Confirm.
- 3
In Date and start time, check the time and click Confirm.
- 4
In Personal Details, find the client or add a new one, then click Confirm.
- 5
Click Save.
The appointment appears on the calendar.
What happens next
- If confirmations are switched on, the client gets a text within about a minute, and a reminder before the visit.
If something goes wrong
- The services don't fit at that time
- Kigumo suggests up to three free times nearby. Pick one.
- The client is already booked with someone else then
- A client can't be in two appointments at once. Choose another time.
Good to know
- No time in mind? Click New Appointment in the toolbar instead: the window opens empty, and you choose the provider and time yourself.
- A waiting online request doesn't hold its time. You can book over it, but the request then can't be booked as it stands.
- Business hours never block a booking made in the app; a time outside them is saved with a warning. Month never creates appointments: click the day to open it.
Can't find what you need?
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