[{"data":1,"prerenderedAt":305},["ShallowReactive",2],{"help-article-/help/en/getting-started/first-appointment":3,"help-siblings-en-getting-started":292},{"id":4,"title":5,"body":6,"category":281,"description":282,"draft":283,"extension":284,"meta":285,"navigation":286,"order":287,"path":288,"seo":289,"stem":290,"__hash__":291},"help_en/help/en/getting-started/first-appointment.md","Your first appointment: the calendar and creating appointments by hand",{"type":7,"value":8,"toc":272},"minimark",[9,13,17,24,29,37,55,59,119,131,135,157,175,179,192,219,236,243,247],[10,11,5],"h1",{"id":12},"your-first-appointment-the-calendar-and-creating-appointments-by-hand",[14,15,16],"p",{},"The calendar is where every appointment lives - the ones staff create by hand and the ones clients book online.",[14,18,19],{},[20,21],"img",{"alt":22,"src":23},"The appointments calendar in week view","/images/help/en/first-appointment--calendar-2x.webp",[25,26,28],"h2",{"id":27},"open-the-calendar","Open the calendar",[14,30,31,32,36],{},"Click ",[33,34,35],"strong",{},"Appointments"," in the sidebar. Desktop opens in Week view, phones in Day view; switch to Month from the toolbar, or move with the previous/next/today controls. The grid covers 08:00-19:00.",[14,38,39,40,43,44,47,48,43,51,54],{},"Two dropdowns narrow the view: ",[33,41,42],{},"Specialist"," (default ",[33,45,46],{},"All specialists",") and ",[33,49,50],{},"Room",[33,52,53],{},"All rooms",", shown only if your clinic uses rooms). Picking a specialist greys out the times they are not working.",[25,56,58],{"id":57},"add-an-appointment-by-hand","Add an appointment by hand",[60,61,62,70,81,99,114],"ol",{},[63,64,65,66,69],"li",{},"Press ",[33,67,68],{},"Add Appointment"," in the page header, or click and drag an empty slot, which pre-fills the times.",[63,71,72,73,76,77,80],{},"Search for the client under ",[33,74,75],{},"Client",". No match opens a ",[33,78,79],{},"New client"," form inline; a phone or email is required, since the client is created together with the booking.",[63,82,83,84,86,87,90,91,94,95,98],{},"Choose the ",[33,85,42],{},", check ",[33,88,89],{},"Start Time"," / ",[33,92,93],{},"End Time",", and add ",[33,96,97],{},"Notes (Optional)"," if needed.",[63,100,101,102,105,106,109,110,113],{},"Tick what's covered under ",[33,103,104],{},"Services / procedures (one or more)"," - the end time recalculates from the combined duration but stays editable. If a service needs a ",[33,107,108],{},"Cabinet / chair"," or ",[33,111,112],{},"Equipment",", pick one; double-booking a specialist, room or equipment is blocked.",[63,115,65,116,118],{},[33,117,68],{}," to save.",[14,120,121,123,124,126,127,130],{},[33,122,75],{}," and ",[33,125,42],{}," are required, and end time must follow start time. An appointment made this way saves as ",[33,128,129],{},"Confirmed"," right away - staff made it directly, so there is nothing for the client to approve.",[25,132,134],{"id":133},"edit-or-reschedule","Edit or reschedule",[14,136,137,138,141,142,145,146,123,149,152,153,156],{},"Click any appointment to reopen it. Edit mode adds a client header with a ",[33,139,140],{},"Client card"," shortcut, plus ",[33,143,144],{},"Details",", ",[33,147,148],{},"Procedures",[33,150,151],{},"Invoice"," tabs (Invoice only once one is issued). ",[33,154,155],{},"Save Changes"," never alters the status.",[14,158,159,160,163,164,123,167,170,171,174],{},"To reschedule, drag or resize the appointment. An ",[33,161,162],{},"Update appointment?"," dialog shows ",[33,165,166],{},"Before",[33,168,169],{},"After"," - ",[33,172,173],{},"Confirm"," saves it, dismissing keeps the original. Moves outside 08:00-19:00 or under 15 minutes are rejected first.",[25,176,178],{"id":177},"what-the-statuses-mean","What the statuses mean",[14,180,181,182,145,185,109,188,191],{},"The legend shows Confirmed, Pending approval, Invoice issued, Paid / closed and Cancelled; individual appointments can also show ",[33,183,184],{},"Checked in",[33,186,187],{},"Done",[33,189,190],{},"No-show",".",[14,193,194,197,198,201,202,90,205,207,208,211,212,109,215,218],{},[33,195,196],{},"Pending"," applies only to online bookings awaiting approval - a staff-made appointment never carries it. A new one raises a ",[33,199,200],{},"New online booking"," toast (",[33,203,204],{},"View",[33,206,173],{},") on any dashboard page, plus a counter badge next to ",[33,209,210],{},"Daily dashboard"," in the sidebar. Open it for ",[33,213,214],{},"Confirm booking",[33,216,217],{},"Reject"," - rejecting cancels it and frees the slot; there's no separate cancel step.",[14,220,221,222,123,225,228,229,232,233,191],{},"Once confirmed, the drawer instead offers ",[33,223,224],{},"Send to POS",[33,226,227],{},"Issue invoice"," (a second click asks ",[33,230,231],{},"Confirm & issue invoice","); once paid, the calendar shows ",[33,234,235],{},"Paid",[14,237,238,239,242],{},"To remove an appointment, open it, press ",[33,240,241],{},"Delete appointment"," and confirm - this cannot be undone.",[25,244,246],{"id":245},"good-to-know","Good to know",[248,249,250,253,256,259],"ul",{},[63,251,252],{},"Month view shows only time and client name; hover any appointment for the full details.",[63,254,255],{},"Editing time, services or notes never resets an appointment's status.",[63,257,258],{},"The drawer's \"Cancel\" button stays in English regardless of your interface language.",[63,260,261,262,123,267,271],{},"See ",[263,264,266],"a",{"href":265},"/help/en/getting-started/working-hours/","Set your working hours",[263,268,270],{"href":269},"/help/en/getting-started/services-and-catalog/","Services and catalog"," for related setup.",{"title":273,"searchDepth":274,"depth":274,"links":275},"",2,[276,277,278,279,280],{"id":27,"depth":274,"text":28},{"id":57,"depth":274,"text":58},{"id":133,"depth":274,"text":134},{"id":177,"depth":274,"text":178},{"id":245,"depth":274,"text":246},"getting-started","Open the calendar, add an appointment by hand, and understand what each status means.",false,"md",{},true,5,"/help/en/getting-started/first-appointment",{"title":5,"description":282},"help/en/getting-started/first-appointment","rIlsOIsg5N-HvCReVa2uu-7f8qzkeBby4uhAzOByN0k",[293,296,298,301,304],{"path":294,"title":295},"/help/en/getting-started/welcome","Getting started with Tervita",{"path":297,"title":266},"/help/en/getting-started/working-hours",{"path":299,"title":300},"/help/en/getting-started/services-and-catalog","Services and the catalog: add and organize the services clients can book",{"path":302,"title":303},"/help/en/getting-started/team-and-roles","Employees, roles and invitations: get your team into Tervita",{"path":288,"title":5},1783663856060]