Pre-scheduling time for specific tasks keeps your team organised, makes sure the right tools are available, and ensures rooms are prepared in advance. Here's how to view and manage these appointments in the CRM.
Viewing Service Appointments
Navigate to the Calendar section and select Services from the view dropdown menu.
This will show you the appointments booked from your Service Calendars. To view the details of an appointment, simply click on it.
Managing Service Appointments
Once you've clicked on an appointment, the details will open on the right side. In the appointment's detail module, you can edit (1), reschedule (2), duplicate (3), or delete (4) the appointment.
You'll also find the following information for the appointment:
- Appointment Time: View the day, date, time, and time zone of the appointment.
- Contact Information: This includes the information of the main Contact who booked the appointment. Clicking on a contact's name will redirect you to their contact card.
- Location: This will display the selected location for the service. If you have a single location, it will say Default.
- Booked By: This will show who booked the appointment, whether that's the contact, a team member, an automation, etc.
- Source: This will be where the appointment was booked, for example, the calendar link.
- Service Details: This section contains the service name, duration, selected staff member, resources, and add-ons.
Editing An Appointment
Clicking the editing option will open a module where you can add or remove services and add-ons, and change the staff, service variant, location, appointment title, appointment date/time, timezone, or coupon codes.
Rescheduling An Appointment
Clicking the reschedule option will open a module so you can select a new day and time for the appointment as needed.
You can also view and add internal notes to your appointment if needed.
Once you've made the necessary changes, click Save at the bottom.
Duplicating An Appointment
Clicking the Duplicate option opens a booking module where the appointment details are pre-filled with the information from the selected appointment.
To change the contact who will be receiving the service, click the x icon next to their name, then select a new contact from the dropdown menu.
Click + Add Service to add other services from the same category.
To include add-ons not previously selected, click the pencil icon.
If you want to change the staff member performing the service, click the downwards pointing arrow and select your desired provider from the dropdown menu.
Set a date and time for your appointment.
Lastly, click Book Appointment to save it in the system.
Creating New Appointments
To manually book an appointment, click the + New button at the top right corner.
An appointment modal will open for you to schedule the services. First, select a contact from the dropdown menu to receive the appointment.
Click Add Service and select the services you wish to include.
Click the pencil icon next to the service to include any related add-ons.
Select a date and time for your appointment, then click Book Appointment to save it in the system.
Managing your appointments in the CRM makes it easier to keep customers happy, coordinate your team, and bring automation into your process for better efficiency.