Appointments and schedule

Appointment planning, calendar work and schedule import.

11 guides

How do I import an appointment schedule from PDF?In Schedule in the browser panel, choose Import schedule from PDF, analyse the file, review appointments that need attention and approve them one by one.5 steps How do I add an appointment to the schedule?Choose a day and stylist, start a new appointment, select a client, time and service, then save the appointment.4 steps How do I use the quick appointment queue?In the Coloring Schedule in the Browser panel, add a client without a time or service, set the order and complete the details later.5 steps How do I set the appointment queue in the mobile app?In the mobile app, arrange the appointments for a day, choose Play for the right appointment and then work with it from Start.5 steps How do I edit or reschedule an appointment?Open appointment details, choose Edit, change the details or date and time, then save the change. You can edit or remove your own started appointment within 24 hours after it starts.4 steps How do I start and finish an appointment?On Start, open the nearest scheduled or highlighted in-progress appointment and select Start appointment. After the service, check its mixes and data, then select Finish appointment — including when the appointment has no mixes.4 steps How do I add services and products and change the final appointment price?Edit the appointment to add services and sold products, enter the final service price and check the summary before saving.5 steps How do I edit an appointment in the Mobile app?Open the appointment details, choose Edit, update the details and select the right service in Services. Then choose Save and check the updated appointment.5 steps Where do I add a note and what is it for?Use a client note for lasting information about a person, an appointment note for one visit and a mix note for context about a prepared formula.5 steps How do I finalize an appointment and record payment in the Browser panel?In the Browser panel, open Appointment details. For a Scheduled or In progress appointment, use the bottom Finalize appointment button; for a Completed appointment without saved finalization, select Finalize appointment in the header, and for one with saved finalization, select Edit payments. Set the date, add payments and save.6 steps How do I finalize an appointment and record payments in the Mobile app?Start a scheduled appointment, open its details, select Finalize appointment, set the date, add payments and select Save.6 steps