[{"data":1,"prerenderedAt":235},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments":3,"help-siblings-en-daily-operations":227},{"id":4,"title":5,"body":6,"category":215,"description":216,"draft":217,"extension":218,"meta":219,"navigation":221,"order":222,"path":223,"seo":224,"stem":225,"__hash__":226},"help_en\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments.md","Managing appointments: book, move, cancel and track status",{"type":7,"value":8,"toc":205},"minimark",[9,13,21,26,72,76,120,124,146,150,165,169,188,192],[10,11,5],"h1",{"id":12},"managing-appointments-book-move-cancel-and-track-status",[14,15,16,20],"p",{},[17,18,19],"strong",{},"Appointments"," in the sidebar is your calendar: book time, move it around, and track every appointment's status from request to no-show.",[22,23,25],"h2",{"id":24},"views-and-navigation","Views and navigation",[14,27,28,29,32,33,36,37,40,41,44,45,48,49,52,53,32,56,32,59,32,62,32,65,32,68,71],{},"Switch between ",[17,30,31],{},"Month",", ",[17,34,35],{},"Week"," and ",[17,38,39],{},"Day"," with the toggle at the top - clicking a day in Month view opens that date in Day view. Day view lays out one column per specialist (page through with the arrows if more specialists exist than fit); ",[17,42,43],{},"Today"," jumps back to the current date. Filter by ",[17,46,47],{},"Specialist"," or ",[17,50,51],{},"Room",", and a color legend explains the calendar's status colors (",[17,54,55],{},"Confirmed",[17,57,58],{},"Pending approval",[17,60,61],{},"Awaiting payment",[17,63,64],{},"Invoice issued",[17,66,67],{},"Paid \u002F closed",[17,69,70],{},"Cancelled",").",[22,73,75],{"id":74},"create-an-appointment","Create an appointment",[14,77,78,79,82,83,48,86,89,90,93,94,97,98,101,102,48,105,108,109,36,112,115,116,119],{},"Click ",[17,80,81],{},"Add Appointment",", or click an empty slot in Week or Day view to prefill its time (and specialist, in Day view). Choose ",[17,84,85],{},"Appointment",[17,87,88],{},"Block time"," (a personal block such as \"Away from workplace\" that closes the slot to online booking). For an appointment, pick a ",[17,91,92],{},"Client"," (search, or add one on the spot with First name \u002F Last name \u002F Phone \u002F Email), an ",[17,95,96],{},"Employee \u002F Doctor",", one or more ",[17,99,100],{},"Services \u002F procedures",", a ",[17,103,104],{},"Cabinet \u002F chair",[17,106,107],{},"Equipment"," if the service needs one, a ",[17,110,111],{},"Start Time",[17,113,114],{},"End Time",", and optional ",[17,117,118],{},"Notes",". Appointments a staff member creates this way are confirmed immediately - no approval step.",[22,121,123],{"id":122},"move-or-resize-an-appointment","Move or resize an appointment",[14,125,126,127,130,131,36,134,137,138,141,142,145],{},"Drag an appointment to a new time (or to another specialist's column in Day view), or drag its edge to change its length. Either action opens an ",[17,128,129],{},"Update appointment?"," confirmation showing the time ",[17,132,133],{},"Before",[17,135,136],{},"After"," - ",[17,139,140],{},"Confirm"," to save, or ",[17,143,144],{},"Cancel"," to revert. A slot that's already taken, or a resize under 15 minutes, is rejected automatically.",[22,147,149],{"id":148},"confirm-reject-or-delete","Confirm, reject or delete",[14,151,152,153,156,157,160,161,164],{},"A booking made online while manual approval is required arrives as ",[17,154,155],{},"Pending",": open it and click ",[17,158,159],{},"Confirm booking",", or ",[17,162,163],{},"Reject"," to decline it and free the slot - the appointment stays on record as cancelled. To remove an appointment that's already confirmed, use the delete (bin) icon and confirm; this permanently deletes it, so no record is left behind.",[22,166,168],{"id":167},"no-shows-invoices-and-the-till","No-shows, invoices and the till",[14,170,171,172,175,176,179,180,183,184,187],{},"Once an appointment isn't pending anymore, mark a client who didn't turn up with ",[17,173,174],{},"No-show"," (or ",[17,177,178],{},"Undo no-show"," to put it back). ",[17,181,182],{},"Issue invoice"," completes the appointment with a billing document, and ",[17,185,186],{},"Send to POS"," takes it straight to the till with the client and services preloaded.",[22,189,191],{"id":190},"good-to-know","Good to know",[193,194,195,199,202],"ul",{},[196,197,198],"li",{},"The calendar updates live for everyone as bookings come in or change - no need to refresh.",[196,200,201],{},"Rejecting a pending booking keeps a cancelled record and frees the slot; deleting removes the appointment completely and can't be undone.",[196,203,204],{},"A room or piece of equipment that's already booked at that time blocks the save automatically.",{"title":206,"searchDepth":207,"depth":207,"links":208},"",2,[209,210,211,212,213,214],{"id":24,"depth":207,"text":25},{"id":74,"depth":207,"text":75},{"id":122,"depth":207,"text":123},{"id":148,"depth":207,"text":149},{"id":167,"depth":207,"text":168},{"id":190,"depth":207,"text":191},"daily-operations","Create and reschedule appointments on the calendar, confirm or reject bookings, mark no-shows, and understand every status a booking can have.",false,"md",{"key":220},"daily-operations\u002Fmanaging-appointments",true,3,"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments",{"title":5,"description":216},"help\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments","lu5H78VnxSkMpdeWiRIS5y4tKtJeKngqbsgv0tawJ0w",[228,231,234],{"path":229,"title":230},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fpoint-of-sale","Point of Sale: sell services, products and take payment",{"path":232,"title":233},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fschedules-and-shifts","Schedules: shifts, days off and vacations for your team",{"path":223,"title":5},1785780589632]