Appointment flags are used to ensure that you never miss a detail again. Flags alert you to details about the client's appointment which could otherwise go unnoticed.
When you use the appointment flags, at a glance you'll see if the client has Arrived, is No Show, has Confirmed, has Requested that operator, if it's their First Visit, a VIP client, or even if a Note has been made on the appointment.
The N Flag.
To kick us off, you may have already noticed the N flag, which has mysteriously displayed itself on some appointments. The flag 'N' represents 'Notes' which are comments written against the appointment. The flag appears automatically whenever there are comments on any appointment.
Flagging client's appointments
Simply go to your Appointments page and locate the appointment you wish to flag. Click the clients name on their appointment.
Click Flag As...
A list of flag options will appear for you to choose from:
- Arrived (appointment will change to bright green)
- No Show (appointment will change to red)
- First Visit ( a red F will appear in the clients appointment)
- Requested ( a red R will appear in the clients appointment)
- Confirmed (a red C will appear in the clients appointment)
- VIP (a red will V will appear in the clients appointment)
Select the flag you require, a tick will appear, and you can then Close the box.
Your chosen flag will be applied to the client's appointment.
You can go back and change these flags at any time.
Note: Requested can be used if the client has requested a particular operator and does not wish to be seen by anyone else.
Also, if you're using Simple Salon for the first time, all clients will be recognised by the system as a First Visit client when you book their first appointment in your Simple Salon account. The F will automatically appear on their appointment. In this case, you can manually go in and un-tick the First Visit flag or just be aware that this occurs initially when you begin using the program.
Want to see flags in action? Check it out.