Summary
The Appointment Schedule provides a calendar view of appointments for a single location as well as the open availability of services at that location. The below details a broad overview of the options available to Associate users. For an overview of the Appointment Schedule as an Admin would see it, please see here.
Getting Started
To view the Schedule, open the "Locations" menu, then navigate to "Appointment Schedule".
From this view you can:
- View appointments by Day or Week
- Filter by Service or Appointment status
- Break out columns by Service (Day View)
- View available timeslots for potential new Appointments
- Create new Appointments
- Confirm an Appointment (if not auto-confirmed)
- Edit and Set Appointment details including -
- Reschedule the Date & Time
- Reassign to a new Associate
- Change the Service
- View and input Transaction Details
- Add Notes
- Check in, mark an Appointment as a No Show, or Cancel
Filters
There are a number of Filters on this page that help you find the content you need to see. You can find these filters on the left side, next to the navigation sidebar. They include the following:
- A Calendar to navigate by date
- The list of Services at this store
- Appointment Status (requested, confirmed, checked in, canceled, occurred, no show)
There are additional Filters located above the main calendar view, and include the following:
- Toggle between viewing one day or one week
- Button that jumps to today's view
- Arrow between days in day view or weeks in week view
