Booking an appointment for a client

Wo du es findest

So funktioniert es

1. Tap the time in the calendar, or Add → Appointment.
2. The team member is preselected if you tapped in their column or only view their calendar.
3. The team member list only shows who does this treatment; the button below shows the others too.

Gut zu wissen

• Teammitglieder brauchen die Berechtigung „Calendar“. Die Inhaberin oder der Inhaber legt das unter Settings → Team → Roles and permissions fest (die App ist auf Englisch).

Richte zuerst das ein

• Who does this treatmentPer treatment you choose which team members do it. Only they can be booked online for it, and in the booking screen they come first.

Wenn etwas nicht klappt

Passende Anleitungen

• CalendarYour appointments per day, per 3 days, per week or as a list; your choice is remembered. The day view has a column per team member, the week and 3-day views a column per day. Filter by team member at the top.
• Calendar coloursEach appointment is a solid block in one colour, with white or dark text, whichever reads best. The colour comes from the treatment, otherwise its category, otherwise the team member. Completed appointments are faded; a request has a dashed border.
• Blocked time and time offRecord a break, training, meeting or time off so nothing can be booked in it. A whole day off (type Time off, six hours or more) shows as a bar at the top of the day in the team member's colour.