Find a client and book them
You've opened the client's profile, or started a booking with their details filled in.
Before you start
Anyone in the business can do this.
Start here
Operations Center › the search box next to the title
N3EOperations Center
0722 145
AP Ana Popescu +40 722 145 903Book
AP Ana Pop +40 722 145 911Archived
Add new client
Steps
- 1
Type at least two characters of a name, phone number or email.
Up to eight clients appear: active ones first, then archived ones, marked Archived.
- 2
To book a client you already have, point at their row and click Book, or press Shift+Enter.
Create Appointment opens with their details filled in.
- 3
To book someone new, choose Add and book appointment at the bottom of the list.
Create Appointment opens with what you typed as the new client's details.
- 4
Choose the provider, services, date and time, then click Save.
What happens next
- With Add and book appointment, the new client is saved together with the appointment, not before.
If something goes wrong
- An archived client has no Book
- Restore them from their profile first.
Good to know
- Click a result to open the profile. Back to calendar returns to exactly the view you left.
- Add new client only adds the client; once saved, choose Book appointment to book them too.
- “0722 314 556”, “722314556” and “+40722314556” all find the same client. Keys: ↑ ↓ to move, Enter to open, Shift+Enter to book, Esc to close.
- A client who often misses visits shows a warning on their row; point at it to read it.
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