Overview
How to Schedule an Appointment
These instructions will help you successfully schedule a new appointment on the cloud website and from the mobile app.
Website
Click the arrow to learn how to book appointments on the web
Click the arrow to learn how to book appointments on the web
Create a New Appointment
Select +Create > New Appointment, OR
Click any available time slot in the column of the employee who will perform the service.
Enter the Appointment Details:
When? - Select the appointment's date and time. This will auto-fill if you selected an open time slot from the Appointment Book.
Which Employee? - Choose the employee who will perform the service. This will auto-fill if you selected an open time slot from the Appointment Book.
Which Client? - Select an existing client from the list or enter a new one for this appointment.
What Services? - Search a service manually or choose one from the list. Repeat this step for any additional services you'd like to schedule for the client.
Appointment Type? - Mark the appointment to help...
Select "Schedule" to save your appointment.
"Collect Deposit & Schedule" - If an appointment requires a deposit, you'll have to complete the transaction process before saving an appointment.
Mobile App
Click the arrow to learn how to book appointments through the mobile app
Click the arrow to learn how to book appointments through the mobile app
From the Appointment book, double-click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.
Click on Select Existing Client to bring up the Client list. By default the app will not show all clients, so you will most likely want to click in the search bar and type the client's name to search for the specific client. Click on the client when you have located them to add them to the ticket.
To add a service, select Add a Service. Just like with the client look up screen, not all service will appear at once. Instead you may need to use the magnifying glass.
To add a product, select Add a Product.
Set the Referred By field as desired.
Select Book Appointment to finish scheduling the appointment.
How to Create Recurring Appointments
To save time, the DaySmart Salon program allows you to create recurring appointments from both the mobile apps and the website. This article will walk you through the process of creating recurring appointments for your customers.
Website
Click the arrow to learn how to set up recurring appointments on the web.
Click the arrow to learn how to set up recurring appointments on the web.
Create a New Appointment:
Select +Create > New Appointment, OR
Click on the desired time slot on the appointment book for the initial appointment.
Select the client and add the services for the appointment.
Next, click "Appt Details" to proceed.
Check the "Recurring" box under Appointment Details
Select how often the appointment repeats (weekly or monthly)
If you choose weekly, specify the day(s) of the week for the recurring appointment.
Set an end date to determine when the recurring series should stop.
Click "Schedule" in the top right to save the recurring appointment.
Mobile App
Click the arrow to learn how to set up recurring appointments through the mobile app
Click the arrow to learn how to set up recurring appointments through the mobile app
Double-click on the desired time slot on the appointment book for the initial appointment.
Select either Existing Client or Add New Client. Then search for the client or enter the new client's information.
Select Add Services and enter the service for the appointment.
Click on the customer's name to view the Recurring option.
Toggle on the slider for Recurring.
Select the Start Date for the appointments to begin occurring.
Select the End Date for the appointments to stop occurring.
Tab on How Frequently? and select how often the appointment should occur.
Press Back.
Select which day(s) of the week the appointments should take place.
Select Done.
Select Book Appointment.
How to Edit an Appointment
These instructions will help you modify an appointment by updating the appointment details page.
Click the arrow to learn how to make changes to an appointment
Click the arrow to learn how to make changes to an appointment
Click on any existing open ticket.
Select Appt Details.
Click in the Duration field and update the time in minutes.
Select Save in the top right