Welcome to the Booking Module! This section will guide you through managing your salon’s appointments. Let’s dive into the features and functionality of the Booking Module.
At the top of the Booking screen, you’ll find summary cards that provide an instant overview of your appointments:
The Booking section offers two distinct views to manage appointments effectively:
List View: Displays all bookings in a detailed, scrollable list, showing essential appointment details, status, and amounts at a glance.
Calendar View: Shows bookings in a visual time grid, allowing easy identification of available slots and scheduled appointments by date and time.
Time Interval Filter: Customize the view with intervals like 5, 10, 15, or 30 minutes, or 1 or 2 hours. The calendar adjusts dynamically based on the interval.
Timeline Options: Switch between daily, weekly, or monthly timelines.
Start a New Booking:
Click the plus button (+) on the Booking screen.
Or, head to New Sale and choose Booking from the options.
Set Time and Date:
Choose the desired date and time for the booking.
Add or Select a Customer:
Select an existing customer or add a new one to the system.
Add Services and Allocate Employees:
Choose the services the customer wants.
Assign an employee to the service.
Confirm the Booking:
If the booking is confirmed, check the Confirmed Booking box near the total. If you unchecked that option go to bookings list view click on three dots to confirm, edit and delete the bookings.
Click Book Now to finalize.
Share the Booking:
Navigate to the Calendar View, find the booking, and click on the three dots menu to select Share.
Alternatively, switch to List View and click Share from the menu.
Choose WhatsApp from Device or WhatsApp API to share the details.
Review the message and hit send. Done!