Check or change a request before booking it Front desk

The request is booked with the services, provider, time and client details you settled on.

Before you start

Front desk The front desk can do this: the Administrator and Operators.

Requests panel › expand a request › the pencil, or Resolve

N3E

Operations Center

Illustration: the screen may look slightly different.

1
Open the request's details with the pencil on its card, or with Resolve.
Appointment Request Details opens with the same sections as a booking.
2
Change the services, provider, date and time or the client's name, clicking Confirm in each section you change.
3
Read what the client wrote at the top of Personal Details. To keep it, copy it into your own note with the copy button.
4
Click Accept and book.
The appointment is booked.

Your note is saved on the client's profile, linked to the appointment. What the client wrote is kept only if you copied it.

You can't accept it: It still has a problem: Date passed, Slot unavailable, a provider who has left, a service that was removed or taken offline, or client details that need checking. Fix that section first.

A service you add is charged at today's price. The services the client asked for keep the price they saw.

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