If you sell a Service through the Cash Register or add a Service at checkout for a previous appointment, it's stored in the Credits section of the Client's record for booking at a later date.
To book a Client's prepaid Service, 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.
- If booking an Outcall, select Office Appointment and choose Outcall Appointment instead.
- Type in Search existing clients to locate and select an existing Client.
- The Client's prepaid Service will automatically populate as the selected Service.
- If the Client has more than one on file, open the Select service dropdown to choose another.
- Complete the remaining appointment details.
- Select Save to book the prepaid Service and to return to the Schedule.