Your appointment page has a sleek new design that seamlessly aligns with your Timetable. We've also introduced several enhancements, including:
A streamlined layout that organises appointment details into easily accessible sections
A 'Book Again' feature for quickly scheduling your client's next appointment
An intuitive checkout interface with support for recording split payments
Optimisation for viewing on desktop, tablet, and mobile devices
We hope you enjoy the improved experience! If you have any questions or feedback, please don’t hesitate to get in touch. There are many more enhancements on the way.
#1 Appointment status
At the top is the appointment time and status:
COLOUR | STATUS |
Blue (or your configured service group colour) | Balance to pay |
Green | Balance settled |
Orange | Missing prepayment |
Yellow | Refund required |
Grey | Cancelled |
Red | Missed |
If you do not take payments on the system, the following statuses will not be applicable to your appointments:
Balance to pay
Balance settled
Missing prepayment
Refund required
#2 Client details
If a client record is linked, you can tap the arrow button to open their page:
If no record is linked:
Tap to enter their details manually (without linking to a client record), or choose to link an existing or new client record:
#3 Section tabs
Appointment details are split into four tabs:
Info: Services, products
Files (conditional): Consultation form, patch test, client notes
Payment: Payment items, transactions
Details: Audit, reminders
#4 Footer buttons
At the bottom of the appointment:
Cancel (bin icon): Cancel the appointment (or selected services/products)
Checkout: Opens the checkout flow to record payments and settle the balance
Menu (three-dots icon): Opens a list of options (e.g. reschedule, book again, add service/product)