Create On on One Appointments
- Tap the calendar icon down the bottom of the screen.
- Tap the + icon in the top right corner
- Tap “Add One on One Appointment”
- Select a client you wish to add by tapping on their profile. Note: If they are not already a client simply tap the + button in the top right corner, then tap their profile once you’ve added them.
- Next, enter the appointment details in the “Add Appointment” screen fields:
Field Name What is it? Appointment Name (optional) Here you can add a name that makes sense to you and that helps you identify what it is. Service Template (optional) This allows you to save time by adding frequently used services with predefined details like price, duration, and location. Refer to How to setup Service Templates for more details Location - Default “No Location Set” (optional) This allows you to add the location or whereabouts of the appointment. These are integrated with mapping services i.e. Google, Apple, Uber making it easy for your clients to find you. Date (required) Date of appointment Start Time (required) Time appointment starts Duration (required) How long the appointment goes for Buffer Time Before (optional) This allows you to block out extra time to prepare or wrap up. This buffer time blocks out time for online bookings. Buffer Time After (optional) This allows you to block out extra time to prepare or wrap up. This buffer time blocks out time for online bookings. Repeat Every (optional) Here you can set up a recurring appointment. For example, if your client comes in every 2 weeks on Friday for 45min for the next 4 months, then this is the place to set that up. Remind Client (optional) Here you can set up or edit the deafault text (SMS) or email reminders that will be sent to your client. If you have already set up default reminders setup and do not need to edit them you can skip this. Remind Me (optional) This allows you to set up email or push notifications to remind yourself about this appointment. If you have already set up default reminders setup and do not need to edit them you can skip this. Price (optional) Price
- Tap the “Book Now” button.