Scheduling Appointments & Sales Transactions

Scheduling Appointments & Sales Transactions

This instructional video will guide you through the short process of scheduling an appointment as well as performing a sales transaction.

Click on the Appointment Book icon in the toolbar. In the appointment grid each employee’s name is listed across the top of a column and the time of day is listed down the side. Right now the appointment book is showing today’s appointments, but this can be changed by clicking on a different day in the calendar.

To schedule the appointment, simply double-click the time slot in which it should be placed. In this screen, find the client the appointment is being created for. If the client is new you can click ‘Add New Client’ to add them to your database. If this client has been in the business before, use the search filters on this screen to find the client.

Once the client is selected, click ‘OK’. This takes you to the ticket information screen which contains the appointment details. The client, date scheduled, employee, and start time fields are entered automatically. To select which service the client is requesting, double-click the first ID cell in the grid. This brings up the list of services in the software.

Select the service from this list and click the ‘OK’ button. The service will be added to the ticket. The minutes, description, and price of the Service are automatically entered based on the defaults of the service. To change the minutes or price values on this single ticket, you can click into the field you want to change and overwrite the existing value by typing in a new number. If you need to add more services to this ticket, this can be done by double-clicking the next ID cell and repeating this process.

Once everything has been added to the appointment, you can schedule it by clicking the ‘Schedule/Leave Open’ button. This saves the appointment to the database and now it appears on the appointment book.

To transact this sale, double-click on the ticket on the appointment book. The total due for the ticket is displayed in the Totals section of the screen. In the Tender section, enter the client’s payment method into the Type field and the amount paid in the Tender field. If the Tender amount is greater than the amount due, the amount of change owed will be listed back in the Totals section.

Once everything is correct on the ticket, click the ‘Checkout/Close’ button to complete the transaction.