As an associate, this article will detail how to create a new appointment with Date, Time, Customer Name, and Email from your admin page.
From the Associate login page, select "New Appointment".
Next, if there are multiple appointment types available at your store, select the appropriate Appointment Type.
The data and questions for that appointment type will generate in the window below.
The following appointment data is usually required:
- Select A Date
- Select A Time
- First Name / Last Name or Customer Name
- Customer Email
Custom Appointment Questions, if set up by an Admin, will also display here.
When complete, select "Create Appointment".
A new appointment will be created. The customer will receive an email confirming their appointment to the email address that was input.
If the appointment is assigned to your associate profile, you can view it by going back to the "Appointments" section.
For additional questions, please reach out to firstname.lastname@example.org.