Creating an appointment

Once the flow has been launched, you will see a top bar showing the current step, as well as the available steps in the flow. If you want to go back to the start screen, press cancel.

2. By default, the step Select branch is bypassed, and your default branch is automatically selected.

If you want to select another branch, go to Select branch:

Select a branch from the list or search for it in the search field. When a branch is selected, the flow will continue automatically. It is only possible to select one branch at a time.

If you always want the Select Branch step to be expanded when creating an appointment, uncheck the Skip this step check box.

3. In the Select service step, a list of services will be shown.

Select the wanted service(s) from the list or search for services in the search field. To be able to add more than one service, check the Enable multiservice check box.

Once you have selected a service, the list of services under All Available Services list will only contain the services that can be booked in combination with the first selected service.

When you have added all the wanted services (max. five), press Done.

4. The next step is to pick a date and time for the appointment.

• Select the wanted number of customers. This can be used if the appointment is booked for e.g. a family. Updating the number of customers will update the list of available time slots.

• Select a date for the appointment. The current date is marked with green. If a date in the calendar is not available for booking, it is not clickable.

• Select a time for the appointment. Available timeslots are displayed in a scrollable list which is filtered into different time intervals. The interval for the current time is displayed by default.

• As soon as you select a timeslot, a widget counting down will be displayed. This shows how long you have to finish the reservation.

If you have selected a time slot and then change the number of customers, you need to select a new start time and the reservation time will be restarted.

5. Add a customer to the appointment. You can either link an existing customer or add a new customer.

Link customer

If you want to link an existing customer, enter the first name, last name, email or phone number of the customer in the search field.

For phone numbers, a minimum of 5 characters must be entered before the search commences.

Edit customer

When you search for a customer in the Link customer step, you have the option to edit the customer record. Press the edit icon to open the Edit selected customer window. Press Save & Add to save the customer record and add the customer to the appointment.

Create new customer

You can also create a new customer in the Add customer step. In the Add new customer section, enter the following information:

• Phone number - optional. Should only contain numbers 0-9, no plus signs, dashes, slashes, or other characters.

Press Save & Add to create a new customer.

6. The Confirm step will be opened, where you can see the details for the appointment.

If you want, you can add notes to the appointment.

8. When done, press Confirm. If you have selected e.g. SMS as notification method, and the customer doesn’t have a phone number attached, you will be asked to add a phone number. The phone number will be saved to the customer record.

The customer will then receive an SMS or email with the appointment details.