Appointments

Scheduling New Appointments

• Scheduling an Appointment for a New Client
• Scheduling an Appointment for an Existing Client
• Scheduling a Standing Appointment
• Scheduling an Appointment for a Package
• Scheduling Appointments for a Group
• Double-Booking an Appointment

Updating Appointments

• Editing an Appointment
• Entering an Appointment Note
• Rescheduling an Appointment
• Rescheduling Multiple Appointments
• Cancelling an Appointment
• Cancelling Multiple Appointments
• Cancelling a Standing Appointment
• Deleting an Appointment

Confirmations & Reminders

• Confirming Appointments
• Sending an Appointment Reminder

Appointment Day Procedures

• Printing a Work Ticket
• Marking a Client as Arrived
• Marking a Client as Running Late
• Marking a Client as a No-Show
• Checking In a Client
• Checking Out a Client

Waiting Lists

• Placing Clients on Standby
• Filling an Opening with a Client on Standby

Tracking Missed Opportunities

• Recording a Missed Opportunity

Blocking Time Off

• Blocking Time for Employee Breaks/Meetings
• Blocking Time for Resource Maintenance

Research & Analysis

• Analyzing Appointments in a Date Range
• Estimating Revenue from Scheduled Appointments
• Viewing Service Prices & Times

• Viewing Appointments Cancelled Via SMS

• Viewing Appointments Cancelled Via TeleVox

Call Center Booking Interface

The Call Center Booking interface allows you to schedule appointments at multiple locations from a single location, saving the need for clients to make multiple calls to book appointments at different locations.

Note:  You must license the Call Center Booking interface separately.  Contact Business Solutions for more information.

The following guides explain how to use the Call Center Booking interface.

• Switching Between Locations
• Viewing Appointments Across All Locations