The
Appointment Book found in
ADVANTAGE Salon Software
and Spa Software
is an electronic calendar of events for the employees.
It is useful for stylists and others to keep track of their appointments.
You will notice two navigation buttons for
appointments, the DAY VIEW and the WEEK VIEW. The
DAY VIEW will let you look at all appointments for a specific day. The WEEK VIEW allows you to see the schedule for
one stylist or technician for a whole week at a time.
DAY VIEW
The DAY VIEW allows you to see and modify the
schedules of all the employees in the scheduler for a certain day.
You should notice
the colors and activities on the bottom of the screen.
Use the Page up and
Page down buttons to view different time frames. These
buttons are found above the column that indicates time on the screen.
Notice the date in
the middle of the screen. You can click on
the date to get a calendar to change the date
or use the Next Day, Previous Day, Next Week and Previous Week buttons that will let you
navigate between different days and weeks. These
buttons are to the right and left of the date field.
SHORTCUT
NOTE: By Right-clicking in the appointment book, you get the following options – New, Edit,
Copy, Move, Check In, POS, Touch POS, Print, Make Standing, View/Edit Client, Delete.
ADDING AN
APPOINTMENT IN THE DAY VIEW:
n To
add an appointment click on the time frame that you want the appointment to be started. Make sure it is in the column for the Employee you
want to schedule.
n You
will see a window that shows the appointments scheduled for that employee at that time. To add an appointment, select the New
button.
n You
will then need to find a client (by ID, Phone, First Name or Last Name).
n Now
select the service to be done during that appointment.
You have the option to modify the length of time for the appointment (remember 1
block = 15 minutes).
n If
the service must be performed in a specific room (messages, facials, etc), then you should
select a Resource.
n Time
length is the total time a service will take to perform in the appointment book, while
initial time is the amount of time you want to
block out for the initial part of an appointment that you want to setup a gap to be able
to schedule another appointment within this appointments, while the interval time is the time you want to unblock
out for another service to be performed for the service.
For instance, a color type service is 1 hour 45 minutes while the initial time is
45 minutes you setup an interval time of 30 minutes.
Then the remaining 30 minutes are blocked out.
n Make
sure to SAVE your changes or click undo to
cancel changes.
YOU CAN PRINT A
WORK TICKET FOR A CLIENT WHEN YOU CLICK ON THE APPOINTMENT AND SELECT THE PRINT BUTTON.
WEEK VIEW
The WEEK VIEW
will let you see and modify the schedule of one employee at a time. Use the Select
an Employee option located on the top of the screen to choose the stylist or
technician who’s weekly schedule you need to view.
You should notice
the colors and services on the bottom of the screen.
Use the Page up and
Page down buttons (top left of the screen) to view different time frames.
Notice the Next
Day, Previous Day, Next Week and Previous Week buttons that will let you navigate between
different days (top right of the screen).
SHORTCUT NOTE: By
Right-clicking in the appointment book, you get the following options – New, Edit, Copy,
Move, Check In, POS, Touch POS, Print, Make Standing, View/Edit Client, Delete.
The Block button
allows you to block off time for a specific employee so that no appointments will be
scheduled at that time.
ADDING AN
APPOINTMENT IN THE WEEK VIEW:
n To
add an appointment click on the time frame that you want the event to be started.
n The
system will pull up a window that shows all the appointments that are scheduled for that
Employee during the time period. To add an
appointment, select the New button.
n You
will be prompted to find a Client.
n Select
a Service, and then you have the option to modify the length of time for the appointment.
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