Editing Appointments
Clicking and holding the mouse button
down on an appointment will show the basic information about the
appointment in a small window. Double clicking on the appointment
will being up a window which will allow access to all client information
including histories, allow re-scheduling, editing of the services to be
performed and access to alerts and a printout of a client summary report
for the staff.
Appointment
Information Screen
Client Alerts: The alerts are
shown behind the client name in the first row of the appointment by
the addition of the symbols *§*. When a client with the
alert set has an appointment bringing up the above client
appointment/ticket information screen will show the alert icon with
a button below marked Alert ?. Clicking on the button will
bring up the alert information from the client profile. The alert
information will also print out on the client summary sheet which can
be printed for each individual appointment.
Alert Icon
E-mail reminders to the client
with only two click of the mouse. Click on the E-mail Reminder button
and click send on the resulting e-mail which is filled in for
you. You may add additional text to the e-mail or leave it as it
is.
Appointment Reminder E-mail
Tools are available to re-schedule the appointment,
adjust services, staff and duration and to create a ticket for
transfer to the sales screen.
Appointment Reschedule Tool
The reschedule tool allows you to
change the service entries for the appointment, the staff attending to
the services if applicable and the duration of the
appointment. As with the other tools selecting the services will
set duration for the appointment based upon the duration settings in
inventory. You may override the automatic settings using the
duration pull down tool in the upper right corner of the screen.
When the work has been completed clicking on
the Create Ticket button will set up the transfer of the information to the sales
screen to complete the sale for
you. The transfer will only work for the current day, past or future
appointments cannot be transferred.
Appointment Ticket
Sorting, Editing and Deleting Appointments
Note that sorting appointments is not
necessary however the speed of the displays will be improved if you
frequently sort them. Note that each time you shut down Salon & Spa
the appointments will be sorted for you.
Appointment histories will be retained by
the system for 5 calendar days. Appointments older than 5 days and
deleted appointments will be removed from the files automatically during
shutdown or you may manually do it by clicking of the trash icon on the
tool bar.
Click
on the delete button to delete the appointment. Note that the
appointment may not be restored following deletion.
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