1. Open the Appointment Info panel
In the Appointment Book, use one of the following methods to open the Appointment Info panel:
- Option 1: Click an open time slot of a service provider, and then select New Appointment.
- Option 2: If the appointment is for an existing guest, enter the guest's name, email, phone, or code in the Search box, and then click Book against the relevant record.
The Appointment Info panel opens.
2. Specify guest details
Learn how to add a new guest or select an existing guest
Note: When you book an appointment or check-in a guest with a suspended membership, an alert appears displaying the details of the suspended membership.
3. Add services
4. [Optional] View services in an appointment.
Right-click an appointment that has more than one service and select Show Services in Visit.
5. Other options
6. Save the appointment or collect payment
Click Save to complete the booking, or click Take Payment if you want to proceed to the payment directly.