SimpleSpa Documentation
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    • What is Medi-Spa Scheduling Software
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  • Guides
    • General
    • Adding your first Service/Staff
    • Creating your first Appointment
    • Creating your first Transaction/Checking out a Client
  • Fundamentals
    • Dashboard
      • Overview
      • Viewing Appointments
      • Viewing Transactions
      • Making a Sale
      • Birthdays
      • Cash Reconciliation
    • Appointments
      • Calendar
      • Creating an Appointment
      • Appointment Status
      • Appointment Notes
      • Appointment Checkout
      • Creating a Block
      • Cloning a Block
    • POS
      • Recording a Sale
      • Balances & Deposits
      • Multiple Payment Methods
      • Processing Credit Cards
      • PCI Compliance
      • Common Checkouts & Tutorial Walkthroughs
        • Accepting Multiple Payments
        • Using Gift Certificates in Checkout
        • Accepting Appointment Deposits
        • Adding a Balance to a client
        • Assigning Staff during Checkout
        • Prompting and Collecting Tips
        • Applying Discounts during Checkout
        • Applying Notes & Change Calculator
    • Hardware
      • Receipt Printing
      • Thermal Receipt
      • Receipt Printer Setup
      • Cash drawer / Till
      • POS Terminal
    • Staff
      • Managing Staff
      • Fields and Settings
      • Calendar
      • Commissions Tab
      • Weekly Schedule Tab
      • Block Hours on Calendar
      • Breaks Tab
      • Clock In/Out Tab
      • How to Clock In/Out
      • Assigning Specialties
      • Staff Login
    • Clients
      • Managing Clients
      • Files
      • Images
      • Notes
      • Appointments
      • Transactions
      • Packages
      • Forms
    • Services
      • Managing Services
      • Fields and Service Settings
      • Adding Form(s) to Services
      • Assigning Resources to a Service
    • Products
      • Managing Products
      • Fields and Products Settings
      • Assign Tax Rate to all Products
      • Inventory
      • Orders
      • Vendors
    • Gift Cards
      • Gift Cards & Gift Certificates
      • Selling Gift Cards/Certificates
      • Sending Gift Cards/Certificates
      • Using Gift Cards/Certificates
      • Reloading Gift Cards/Certificates
      • Viewing Balance Gift Cards/Certificates
      • Viewing History Gift Cards/Certificates
      • Apple Wallet
    • Packages
      • Managing Packages
      • Selling Packages
      • Redeeming Packages
      • Manually Adjusting Clients Package Balance
      • Memberships
    • Forms
      • Managing Forms
      • Additional Settings
      • Additional Questions (Form Editor)
      • Assigning to a Service
      • Sending a Form
    • Users
      • Manage Users
      • User Roles
      • User Password
    • Discounts
      • Managing Discounts
      • Applying Discounts
    • Expenses
      • Managing Expenses
    • Online Booking
      • Your Custom Booking URL
      • Multiple Bookings
      • Accepting Deposits for Bookings
      • Linking & Embedding Online Booking
      • Adding a Holiday
      • Waitlist
    • Notifications
      • Email Notifications
      • SMS/Text Notifications
    • Marketing
      • Campaigns
      • Creating a New Campaign
      • Image Campaign
      • AI Campaign Generator
    • Mobile Device Support
      • iOS (iPhone & iPad)
      • Android
    • Browser Support
  • Extras
    • Video Walkthroughs
      • Creating your first appointment
      • Using the POS & completing an appointment
      • Making a sale without an appointment
      • Demo Walkthrough
    • FAQ
      • Is there anything to install?
      • Can I import my existing data to SimpleSpa?
      • How much does SimpleSpa cost?
      • Where can I get a SimpleSpa perpetual license?
      • How do I convert my SimpleSpa free trial to a paid subscription?
      • What kind of computer do I need?
      • What countries do you support?
      • How can I view the timestamp an appointment was created?
      • Do I need to download updates to my computer?
      • Does SimpleSpa have online booking?
      • Is online booking in my language?
      • How does SimpleSpa handle double booking for online appointments?
      • Does SimpleSpa send appointment reminders?
      • Does SimpleSpa send SMS/Text reminders?
      • How much does SMS/Text Notifications cost?
      • How can I add SMS/Text Notifications to my account?
      • Are the SimpleSpa Marketing Tools included in my plan?
      • I am already paying for SMS Notifications is SMS Marketing included in my package?
      • What businesses can use SimpleSpa?
      • Can I brand SimpleSpa with my logo?
      • Can I process Credit Cards with SimpleSpa?
      • What type of Credit Card Integration does SimpleSpa Support?
      • How can I disable Credit Card Auto-fill in Chrome?
      • Do plans have a minimum contract?
      • Can I downgrade my plan?
      • I am trying to login but it is redirecting to SimpleSpa.com
      • Does SimpleSpa Support Parallel Bookings
      • Does SimpleSpa support multiple business locations?
      • My online booking hours show different availability than what I have set in the staff page
      • I am a third party processor/reseller, can I work with SimpleSpa?
      • My staff will work on a different schedule on a specific date, can SimpleSpa handle this?
      • My online booking is not showing availability although I am available in my calendar
      • SimpleSpa HIPAA
      • How does SimpleSpa transmit data securely?
      • How is the data on the SimpleSpa network protected?
      • Can you provide me with more information about your data centers?
      • SimpleSpa iOS
  • API
    • SimpleSpa Enterprise API
      • Appointment Endpoint
      • Client Endpoint
      • Service Endpoint
      • Staff Endpoint
      • Ideas & Inspiration
      • Integrations
        • Zapier
        • Make.com
        • OpenAI
        • OpenAI & Cron Jobs
        • Ideas: Marketing Campaigns with Zapier, Make.com, Integrately
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  1. Fundamentals
  2. Appointments

Creating an Appointment

PreviousCalendarNextAppointment Status

Last updated 11 months ago

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

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.

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 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
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
The Multi-Appointment Booking prompt