Point of Sale Solution Back Office Calendar Customer Appointments
Description
How to view, schedule, and manage appointments
What's in this article?
Software Plan: Growth | Pro
The Customer Appointments view in the calendar allows you to see all appointments that have been booked for employees or resources, manage them, and schedule new appointments. Only staff members can create or update appointments.
To change the calendar view for appointments from employees to resources, or resources to employees, see Calendar Settings.
View customer, employee, and resource appointments
Viewing the calendar assists with knowing when customers are scheduled – as well as the availability of employees and resources for scheduling new appointments.
- In the Point of Sale Solution Back Office, select Calendar > Customer Appointments.
- Click Refresh if you support online appointments.
- Choose to view the calendar by Day, Week, or List. To view by day or week, select a date/date range.
- To view appointments for a specific resource, while in resource view, click + Resources, search on the resource name, and click Done.
To view appointments for a specific employee, while in employee view, click Employee, select the employee name, and click Done.
Schedule a customer appointment
- In the Point of Sale Solution Back Office, select Calendar > Customer Appointments.
- Follow the steps to View customer, employee, and resource appointments to learn the availability of an employee or resource for a customer appointment, if needed.
- To add a customer to the appointment calendar, click + Add.
- Enter the customer's name.
If the customer has already been added to the system, search for their name and click Select next to where they appear in the search results. Once selected, you can edit the customer's profile with any changes, view their note history or add to it, or view their order history. Click Next.
If the customer is new, click + Add new customer, complete a new customer profile, and click Add customer. This will return you back to the New Appointment screen.
- Click in the Appointment start field, select an appointment date from the calendar, then click the clock icon.
- Select an appointment start time using the hour and minute arrows. Click the PM/AM indicator to select the correct timeframe. Click Save.
- Click Add service to search for a service to add to the appointment.
- Click Save.
- To add a staff member to the service, click on the service name, then select the staff member's name from the dropdown list and Save.
- If needed, click Add product to search for a product to add to the appointment and Save.
- If needed, add a note in the Note field.
- Click Save and close out of the appointment window.