Creating an Appointment

SimpleSpa allows you to book an appointment with three different ways, and two really simple wizards to book fast and efficiently

Directly from the calendar click on any available 'white' slot in the calendar view for a staff you will get a wizard window, this is our fastest appointment booking wizard with two basic steps, the first step you select the service, and the second step is to add the customer information, you can either search for a customer or add their information if it is a new client. The last step is to confirm and make the booking. Let's break this down in 4 quick steps:

  • Select a time in any available white area in the appointment page

  • The Appointment Wizard Popup will appear, and here you can quickly select a service, as SimpleSpa learns from your bookings, the top 10 services will start populating on the top section

  • The next step is adding the client & appointment notes

    • Clients: You can search for a client by name or mobile number, if the client does not exist pressing the add client will bring up a prompt to add a new client

    • WalkIn: You may need to quickly add a booking without adding the client, you can do so by using the "WalkIn" button which will create a booking for a walkin

    • Notes: These are appointments notes, these are associated to the clients specific appointment and they will appear when a client has booked the same appointment again in the future along with additional notes taken for the same service

  • Finally the last step is to confirm the booking information and review the past booking history

The white slots in the appointment page, clicking here will select a time, i.e. pressing the slot at 10:00am would select an appointment start time of 10:00am
The SimpleSpa appointment wizard, this is the quickest way to schedule an appointment in SimpleSpa
Assigning a client to the selected service & slot
The Client search
Adding a client is quick and easy if the client is not found using the search, there is also a Check Duplicate button that can be pressed to find if there are any duplicates in the system with the entered information
The last step in the appointment wizard is the confirmation tab, here you will make sure that all the booking details are here, and on the right you can quickly view the last 5 appointments along with the last 5 appointment notes if available

Top Left Plus Button this brings another easy wizard where you select the service category, the next step you select a service within that category, and then the staff which specializes in the service offered, the date and time is selected according to availability in the next window, and then you need to search for or enter your clients information. Finally the last step is to confirm and make the booking.

The second wizard starts off a bit different, selecting the service category first & respective services within that category next
The next step is to select the staff/provider (these providers will populate based on the specialties that have been assigned to that staff)
After you will select a date & time and if a slot is not available there is always an option to overbook if needed

Multi Button this was designed as an easy way to create multiple service appointments for the same client from a single window, i.e. a client may want to do both hair and nails, and booking via this window is easier to create that in a single window. * Note if a client is booked for multiple services in the same day your POS/Checkout will automatically detect that and add all the services offered and complete all appointments

The Multi-Appointment Booking prompt
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