How do I modify calendar appointments to reschedule a customer?
From Calendar View:
- Single click on the appointment.
- Click on the linked word “Appointment” next to “Current Status.
From Bay Scheduler View:
- Single click the appointment on the bay scheduler.
- Drag it to the new time slot if the new time is on the same day.
This will bring you to the appointment on the dashboard
- You can modify the appointment date and time.
- Click “Update” at the bottom when finished.
How do I delete calendar appointments if a customer must cancel?
- Follow the steps above for modifying an appointment.
- When you arrive at the dashboard, change the status of the visit to Close.
- The appointment will be removed from the calendar.
How can I indicate that staff are off / or unavailable?
You can add an event to your calendar to indicate to staff that a staff member is off / unavailable.
Click +Add Events on the calendar.
- Enter a descriptive title.
- Set your start date/time.
- Set your end date/time.
- Check the box for “All Day?” if the staff member is out the whole day.
- Click Add Event to save your new event.
What is the best way to add an appointment to the calendar for drop-off (no specific time for service)
- Use Quick Add to add the appointment.
- Note “Drop-Off”: Clearly mark the appointment as a drop-off.
- Estimate, don’t promise: Inform the customer service will happen when available.
What is the best way to add an appointment to the calendar for waiting customers?
- Use Quick Add to add the appointment.
- Give time estimates: Provide realistic wait times.
- Communicate delays: Update customers on any changes.
- Manage expectations: Explain that times are estimates.
How can I see or add details to an appointment?
- Single click an appointment on the calendar.
- Click the “Appointment” status.
- Alternatively, single click the appointment on the bay scheduler.
- This will bring you to the dashboard.
- You can edit all appointment details.
- You can add comments.
- Click “Update” to save your changes.
