Add an appointment flexibly, customize its date, price, service, assigned staff, and ticket color.

Three ways to create an appointment

🖥️ Desktop:

Selected time - From the calendar

1. Click on the < Appointment > section on the side menu
2. Click on the open slots on the calendar
3. Click < Add > to create a new appointment

Selected client - From the client detail

1. Click on the < Clients & Pets > tab on the side menu
2. Click on a client to enter the client detail page
3. Hit <+ New Booking> button to create a new appointment for the client
4. Fill in appointment details from the side panel

Same as Last time - From Appointment Detail

1. Click on an existing appointment and open an <Appointment detail> popup window
2. Click the <Book again> button on the right side to book the exact same services as the selected appointment

Further reading:
Create repeat appointments
Book again

Edit appointment details

Select a Client

• Search for a client by name
• Add a new client

💡 You can refer to the following information by switching the tabs under the client: Last/next appointment record, Pet detail, Client contact, Payments, and Notes.

Select Pets and Services

• Select a < Pet >
• Select a < Service >
  💡 There will be a Last service mark for your reference
• Select an < Add-on >
• Adjust the < Duration > and < Price > if needed
  💡 You can save the duration and price for the pet
• Select the < Staff > for the service
  💡 You can select different staffs for each pet in one ticket
• Add an additional pet for the multi-pet family by clicking the < + Additional pet > button

Date & time

Adjust the date and start time of the appointment here:

💡 When there are conflicts with the existing appointment, there will be a conflict notice.

💡 If the staff is not scheduled to work at the time, there will be a non-working time notice.

Ticket color

Edit and select your own ticket color here on the appointment detail page.

You can then check your updated color code on your Calendar View:

📱 App:

Three ways to create an appointment and save on the app

Select Time - from the Calendar

1. Select <Appointment> from the side-menu
2. Tap on an available slot on the calendar and select <Add>
3. Select from the available client list or add a new client
4. Select one or more pet(s) and click <Next step>
5. Click <Select service> to choose a service or multiple services and click <Add> for every pet
6. Click <Add> at the top right corner to save the appointment

Select client - From client detail

1. Select <Clients & pets> from the side-menu
2. Search the client and select
3. Tap <+New appointment>
4. Select one or more pet(s) and click <Next step>
5. Click <Select service> to choose a service or multiple services and click <Add> for every pet
6. Click <Add service time> to either < Select date> manually to use <Smart Scheduling> to aid you in finding a suitable time
7. Click <Add> at the top right corner to save the appointment

Book Again - From Appointment Detail

1. Select an existing appointment from the calendar or client's appointment list
2. Click <Book Again> to book the exact same time and service for this client
3. Click <Edit button> to either < Select date> manually to use <Smart Scheduling> to aid you in finding a suitable time
4. Click <Add> at the top right corner to save the appointment

💡 When there are conflicts with the existing appointment, there will be a conflict notice before you save the appointment.

💡 If the staff is not scheduled to work at the time, there will be a non-working time notice before you save the appointment.

Appointment colors

Before saving the appointment, you can add a custom color code to the appointment at the bottom of the select service page.