2. The first step is to identify and find the appointment. You can find an appointment by the following means:
• Appointment list - All upcoming appointments for the branch that the user is logged in to are listed here.
If the appointment you want to arrive is not in the list, press the Edit icon to select a new time interval. Select a start time and an end time, and press Apply.
To refresh the list of appointments, press the Refresh button. After refreshing, the button is disabled for 30 seconds.
• Booking ID - Find the appointment by entering the external Appointment ID. Enter the full Appointment ID, then press Fetch.
• Customer - Find the appointment, by entering a first name, last name, email, or phone number in the search field.
For phone numbers, a minimum of 5 characters must be entered before the search commences.
• Scan QR - Find the appointment by scanning a QR code.
a) If you select this option on a tablet, a camera view window will be opened, so that the QR code can be scanned.
b) If you select this option in desktop mode, you will be asked to point the installed scanner towards the QR code.
3. If you use Booking ID or Scan QR,you will get an exact match. If you use the time filter or search for a customer, you will see a list with all matching appointments. Select the appointment you want to arrive.
4. The Confirm step will be opened, where you can see the details of the appointment.
5. Select a notification method.
You may also have the option to select a VIPlevel for the appointment here. It may be called something different in your system. It is a feature that can be used for segmentation of customers into different categories, and may be used for customers with special needs, etc.
The option Ticketlesscreates a visit, without printing a ticket or sending an SMS. If Print ticket and/or By SMS is selected, Ticketless cannot also be selected and vice versa.
6. Optionally, before confirming the arrival of the appointment, you can open Edit services and edit the service(s) that are connected to the appointment.
7. 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. Enter a phone number and press Finish The phone number will be saved to the customer record.
The appointment will be placed in a queue and thus get a visit ID assigned to it.
If the appointment you want to arrive is not in the list, press the Edit icon to select a new time interval. Select a start time and an end time, and press Apply.
To refresh the list of appointments, press the Refresh button. After refreshing, the button is disabled for 30 seconds.
For phone numbers, a minimum of 5 characters must be entered before the search commences.
