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How do I schedule an appointment for a new client in the calendar section?

Scheduling an appointment in the Calendar Section

Updated over a week ago

Scheduling an appointment for a new client is quick and easy from the calendar.

Option 1: Clicking directly on the calendar

  1. Click on a date and time directly on the calendar

  2. Select Client appointment

  3. Click New client

  4. Enter the client’s information

  5. Choose the service from the list

  6. Confirm or adjust the selected date and time

  7. Click Confirm appointment

Option 2: Using the Schedule button

  1. Click the Schedule button in the top right corner

  2. Select Client appointment

  3. Click New client

  4. Enter the client’s information (this will also be saved in the Clients section)

  5. Choose the service from the list

  6. Select a date and time

  7. Click Confirm appointment

Once scheduled, the client will receive a confirmation email with all appointment details.

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