ServicesAppointments
Booked time with a provider, a room and a service — through to checkout.
Appointments is booked time: a customer, a provider, a service, a room, and a resource — through arrival and the work itself to checkout and the commission it earned.
Read the user guide appointment
What it does
Appointments, in the product’s own words
- Book, confirm, move and cancel appointments
- Check a customer in, start and complete the service
- Checkout with deposits and discounts
- Providers, services, rooms and resources
- Commissions earned and viewed
- Customer notes and exportable reports
Before you start
What has to be in place
- Providers, services, rooms and resources. A booking needs all four to be real, and the commonest setup mistake is defining services without the rooms they need.
- Deposit and discount rules, if checkout will take money.
In the user guide
6 tasks, explained
- 01Book, confirm, move and cancel
- 02Check in, start and complete
- 03Take checkout, deposits and discounts
- 04Manage providers, services, rooms and resources
- 05View commissions earned
- 06Keep customer notes and export reports
Works with
The same records, not a sync
More in Services
All of ServicesProjectsDelivery work with a budget and a record of time spent.TasksThe to-do side of the work, inside a project or standing alone.AMC & ServiceAnnual maintenance contracts, the equipment they cover and the visits they entitle.HelpdeskTickets from customers, and the knowledge base that answers them.