Appointment Booking UI Video Guide ⭐

How to Use the New Appointment Booking UI

Overview

    The redesigned Appointment Booking interface streamlines scheduling, transforming how you manage daily operations. 

By consolidating essential functions into a single screen, you can seamlessly handle basic service bookings and complex package redemptions directly from the calendar. 

This updated workflow reduces time spent navigating menus, minimizing administrative overhead and freeing staff to focus on the client experience. 

Immediate access to vital customer details-such as past visits and prepaid balances-ensures every interaction remains personalized and efficient. Whether assigning resources, managing payments, or reserving time slots, this new design centralizes your workflow for maximum productivity. 

Watch the Walkthrough: 

Watch this quick video to see the entire new booking process in action.

Placeholder: "How to Use the New Appointment Booking UI" video here

Step-by-Step Overview: 

If you prefer to read, here is a quick overview of the new booking flow shown in the video:

Step 1: Open New Booking

Navigate to the appointment calendar page or click the "+" (New Booking) option to begin.

Step 2: Enter Customer Details

Enter the customer's phone number to instantly pull up their complete profile. This view displays all their vital details, including past visits, unpaid balances, and available prepaid packages.

Step 3: Select Booking Type

Choose what the customer wants to book by clicking on Service, Package, or Purchased Package.

Step 4: Add Items & Details

Add the specific items for the booking. Be sure to update and assign the necessary Staff and Resource details for the appointment.

Step 5: Review Summary

Click the Proceed Appointment button. This will take you to the final Summary page where you can review all the complete details of the appointment to ensure accuracy.

Step 6: Save or Checkout

Finally, choose your next action:

• Click Save to successfully book the appointment on the calendar.

• Click Checkout if the customer is paying now; this will directly convert the appointment into a bill.

Related Support Articles:

Looking for help with a specific action? Explore our detailed guides for the booking process below:

• Service Booking Appointment Guide - A detailed breakdown of the standard booking process.

• Managing Recurring Appointments - Set up appointments that repeat daily, weekly, or monthly.

• Package Service Booking Appointment Guide - How to sell and book a new package straight from the calendar.

• Booking with a Purchased Package - How to redeem a client's package sessions.