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Book appointments using unified booking interface

Note

This feature is available only if your organization has enabled the unified booking interface and the redesigned Appointment Book. Contact your Zenoti Customer Success Manager (CSM) to enable the unified booking interface.

The unified booking interface allows front desk staff to book appointments using a guided, modern, and intuitive experience without switching between booking panels and booking wizard.

Launch points:

  • Book button on redesigned Appointment Book

  • Rebook button from the New Guest Profile

  • Empty calendar slots with pre-filled time/provider

To book an appointment using the unified booking interface, follow these steps:

  1. In the redesigned Appointment Book, right-click a time slot and choose New appointment.

  2. From the Solo appointment window, use the Search guest field to find an existing guest by name, phone number, or email.

  3. Select either a service or a provider.

    Note

    If you select  a provider first, you can quickly check their availability. If you start with a service, you can narrow down the best provider to match for that service.

  4. Click the date shown on the right panel to open the calendar view.

  5. Modify the appointment date as required.

  6. Under Services, search for and select one or more services for the appointment.

    After a service is selected, on the Add-ons screen you can include:

    1. Add-ons with additional time

    2. Add-ons with extra charges

  7. Select a suitable provider based on availability.  

    The time slots on the right panel get updated based on provider availability and duration of services.

  8. Click View providers and select a suitable provider.  

    The time slots on the right panel get updated based on provider availability and duration of services.

  9. Click Proceed.  

    An editable summary showing all selected services, time slots, and assigned providers appears.

  10. Click the edit icon to:

    1. Reassign services to different providers

    2. Change time slots

    3. Add or remove services or add-ons

  11. Click Done editing.

  12. Click Review. 

    A countdown timer will appear to complete the booking.

  13. Click Book to confirm your booking.

Note

Appointments created using the Unified Booking interface are fully compatible with the bottom panel and the booking wizard; this means they can be viewed and edited through existing booking interfaces as well.

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