How to Make an Appointment using the Smart Calendar

Appointment can be made directly by a client through your online shop or you can manually schedule an appointment to your calendar. To do this follow these steps:

Step 1: Access the Calendar

• Click on Calendar > on the top left hand side select the "+" sign 
• Or select the Time slot where you would like to make the appointment

Step 2: Creating the appointment

• Select New Appointment > Client Name > Date & Time > add Service 
• Select > Additional Services to add to the booking if the client would like multiple services to their booking
• Press > Submit 

Step 3: Appointment Info

• The Appointment Info card will hold all the information about this clients booking.
• Use the tabs to enter:

Notes - add notes about the client and the appointment > Add Images

Consultation Forms - see the status of the forms sent to the client 

Payment - details of the service and staff member

Activity - view WhatsApp and Email notifications sent to the client 

Step 4: Checkout

• Click on > Checkout > ensure all the details are correct and any discounts have been applied
• Select the preferred > Payment Method > click Confirm 

If you are using a pre-authorised card please ensure the client is aware of the charges and total payment before proceeding.