Use Sidebar LHS to navigate
For global help click here

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 2 Next »

Client calls, emails, sends an SMS or walks in requesting to change a booking by date and/or time.

  • Admin can find the appointment by looking up client details and double clicking on their name to get a drop down view of all bookings past, present and future

Find next appointment for a person using “Bookings Button”

Client calls, emails, sends an SMS or walks in requesting to change a booking by date and/or time.

  • Admin can find the appointment by looking up client details and double clicking on their name to get a drop down view of all bookings past, present and future. right click to select move appt to another date or drag and drop to change within the same day.

  1. (warning) right click to open the session to move / open it from that list

    1. Email update sent by the system

    2. Audit trail of date / time changes ? last emailed date / time ?

  2. Want “past bookings” AND “Future bookings” buttons

Give appointment spot to another person in the family - or another person

Open appointment > Client over-ride ? but need list of other family members ?

Does not currently find family members - like the POS screen does

And the session booking screen does

Note that the attendee may need to pay the balance of the session (question)

Client Duplicate Bookings

If a client online accidentally creates 2 bookings in their name, with 2 separate deposits and we need to update amend the booking by client name

  1. Call the customer

    1. Either delete or move one of these

    2. Move to a different person who will have a seperate POS transaction at end of session

  • No labels