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Calendar & Agenda

Calendar & Agenda

Out of Box
Configuration
Updated:
April 16, 2024

Overview

Create appointments and manage schedules directly on a personal or team calendar.

  1. Appointment Status see past, future, and current appointments
  2. Off-Times create calendar blocks for staff members who shouldn't be booked at a certain time for various reasons
  3. Check-In Appointments when a customer arrives for their appointment, check them into our system
  4. Edit or Cancel Appointments does a customer prefer a different time or date? cancel or edit the appointment
  5. View Customers who are coming to the store get a upcoming view of the customers coming to your store that day, open their client profiles directly from the calendar and view questionnaires or any other relevant information before they arrive.

Store Manager

Ability to manage all Staff Members in your store, or department.

Store Associate

A personal calendar for floor staff to create and maintain their own agenda with customers

Create Appointment

When creating an appointment, staff have the opportunity to add all types of details:

  1. Customer
  2. Notes
  3. Service
  4. Duration
  5. Date & Time
  6. Assign a staff member
  7. Attach a questionnaire
  8. and more
Hosted
Headless
Hybrid
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Highlights

Configuration