Let the Appointment Wizard do the hard work. During a busy day it can be tricky to find a gap that fits every service a client wants, especially if they need more than one operator. Tell the Wizard what the client needs and it finds the first free options for you.
1. Open the Appointment Wizard
On your Appointments page, click the round button at the bottom right of the screen.
2. Enter the client, date, time and services
- Start typing the client's name under Select Client, then pick them from the list. New client? Click + Add "name" to create them on the spot.
- Set the date and the time the client wants under Select Date and Select Time.
- Click Select Services & Operators. Pick each service the client wants from the list on the right. You don't have to choose an operator for each one, leave it as Any and the Wizard will find someone free.
- Returning client? Try the Past Services category to quickly find what they had last time.
3. Find the available times
Click Find Options. The Wizard looks for the first free slot for your chosen date and time, and lists more options along the top.
Quick check. The grid below the time options shows exactly where the appointment will land, with the operator it picked. Click a different start time to see another option before you commit.
4. Lock it in
Happy with the time shown? Click Lock In. The appointment is created straight away and you'll see a confirmation message. Go back to your Appointments page to find it sitting in the diary at the time and with the operator the Wizard chose.
The Wizard fits the appointment in around your other bookings, so there's no double booking, and it only offers times when the operator is rostered on.
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