To book an In Office appointment for a Client, navigate to your:
- Business Profile.
- Select Schedule.
- Locate the date and time you want to book.
- Select the calendar to create a new event.
- Select Book Appointment to begin filling in the appointment details.
- Type in Search existing clients to locate and select an existing Client. If the Client doesn't already have a record, choose +Add New instead, fill in their contact information, and select Add Client to create one.
- Adjust the Date & Time if needed.
- Check Repeat and fill in the specifications if booking a recurring appointment. To learn more about recurring appointments, click here.
- Choose the Service Provider from the Select staff dropdown. If you're the only Service Provider, you will be selected by default.
- Choose the Service from the Select service dropdown.
- Choose the duration from the Duration dropdown. If only one duration is offered, it will be selected by default.
- If adding another Service, select + and repeat steps 10 - 11.
- Select More to modify Prep and Recovery Time, add appointment notes, and/or change which notifications send to the Client. Select Apply to save the changes.
- Select Save to book the appointment and to return to the Schedule.