Check an appointment without opening it

You see the visit's details, and can open it, open the client or change its status.

Before you start

Anyone in the business can do this.

Operations Center › an appointment card

Ana Popescu Edit Profile+40 722 145 903 · [email protected]

Thu 22 Oct · 10:30–11:1545 minBooked ▾

AboutAllergic to ovalbumin. Prefers morning appointments.More

Initial assessment250 RON

Booked by Ioana Stan

Illustration: the screen may look slightly different.

1
Rest the pointer on the card for a moment, or reach it with the Tab key.
The preview opens beside the card: phone and email, date, time and length, status, the notes for this visit, the services with their total, who booked it and who last changed its status.
2
To change it, click Edit. To open the client, click the profile button.
From the client's profile, Back to calendar returns to exactly the calendar you left.
3
To mark the visit, open the status menu in the preview and choose, for example, Completed or No-show.

The preview names a colleague and shows View only: They're editing the appointment. You can view it; editing comes back once they close it.

On a touch screen there's no preview: a tap opens the appointment.
The preview doesn't name the provider: that's the column the card sits in. Several services show as the first one plus “+N more”.
Staff see colleagues' appointments as View only.

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