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Documentation

Appointments

List Appointment:

On this page, you will be able to see all the necessary information about scheduled appointments. To set the number of records to be displayed on the page, select the required number in the “Default items per page” in the General Settings. With the search bar, you can filter appointments by customer’s name, or service’s name.

You can also filter appointments by setting the date range you require, selecting customer name and service name from the dropdown available at the top of the page. You can also filter the appointments by selecting the Staff Members. You can also filter the appointments based on the status.

You can change the individual appointments’ status by selecting the appropriate status from the dropdown displayed for each appointment.

You can also view the details about the Appointment by just clicking on the specific appointment.

appointments_option

Add Appointment :

To schedule a new appointment from the back-end, click on the “Add New” button from the top right corner of the page and it will open a modal with all the necessary details for the appointment. Please select “Customer” from the dropdown for which you want to book an appointment and then select the “Service” for the appointment, from here you can also select an extra service (if any).

After selecting the service, the “Appointment Date” and “Appointment Time” dropdown will be filled with appropriate details. Now it’s time to select the available date and time to schedule a new appointment. You can select the relevant status for the appointment and put some notes if you want to add them.

Multiple Quantity (Formerly known as “Bring Guest With You”):

Multiple Quantity Addon

The module “Multiple Quantity” will help to add multiple members for a single service at a time. When this module is activated, then customers will be able to select the X number of members whom they can bring with them at the time of the appointment and the slots for the guest members will automatically get booked along with the primary booking.

After filling in details, if you want to send a notification to a customer about newly scheduled appointments, you can check the checkbox “Send Notifications” and then hit the “Save” button.

Please be sure that you have enabled the email notifications from the BookingPress -> Notifications page. If those are disabled from there, the system will not send any notifications even if you check the checkbox “Send Notifications” from the add appointment modal.

In this page, you can also view the payment details calculated based on the services with extra services(if any) and number of members(coming with the customer) selected. If you have set any additional tax, then it will also be calculated in the payment. If you are having any coupon, then you can also apply the coupon from here. 

You can also mark the payment details by checking the checkbox “Mark as paid”.

add_appointment

Edit Appointment:

Sometimes it happens that you need to make changes to an existing appointment. Maybe the customer needs to reschedule his appointment or you want to make any edits according to your schedule.

To edit an existing appointment, just hover over any individual appointment’s row and it will display an action bar that has an “Edit” icon. Click on that icon and it will open a page with all details of that appointment.

In the “Edit Appointment” dialog you have options to reschedule the appointment, change appointment booking status, change the service, etc.

If you change the date, you may see that the selected time slot is not available. If this occurs, simply select a different time slot and set the “Send Notifications” checkbox checked. It will notify the customers about the changes in the appointments.

So, once you are done with all the changes, hit the “Save” button to update the details.

edit_appointment

Send Payment Link:

Now, let’s suppose, that an admin has created and booked an appointment for a third person and the payment is pending, then, while creating a new appointment, the admin can send the payment link to the user for whom the appointment is being booked. After all the necessary information is entered, after that under the “Payment Details” section, you will be able to see an option “Send Payment Link”, after selecting this option, click on the checkbox “Through Email”, and after that, clicking on the save button for booking an appointment, an email notification will be sent to the person whose mail address will be entered while creating an appointment. And after that, the customer can tap on the generated link that is sent, and make the payment to finalize the appointment.

appointment_send_payment_link

Important: Payment link option will not be available while editing or updating an appointment and hence the option will not be dispalyed.

Delete Appointment:

To delete a specific appointment, hover over that appointment and it will open an action bar that has a “Delete” icon. Click on that icon and it will ask for the confirmation to delete. Click on the “Delete” button from the confirmation box and it will delete that appointment right away.

delete_appointment

You can delete multiple appointments by checking the appointments you want to delete. The dialog box with the options will display at the footer when you check at least one appointment which you want to delete.

Once you are sure you want to delete the appointments, hit the “Go” button and it will delete the selected appointments.

bulk_delete_appointments

Share URL:

BookingPress provides a feature called Share URL. Now, suppose, you want to share an URL of your form, in which the main fields for the booking are pre-selected like “Service, Staff Member, etc…” Then as an admin you can use this feature.

To start sharing a link with the prefilled data, select the page by the “Select Page” option where you have added the shortcode of the booking form. Then select the service which you want to show as “Pre-selected” and after the service is selected, you will also be able to select the “Staff Members” assigned for the service.

Now, if the modules like “Service Extra” and “Multiple Quantity” are active, then after selecting the service, you will also be able to select and add an Extra Service, and also, you can select the number of guests who can come with the clients for the service at a time.

Also, if you want to allow the users to change the service according to them, then you can select the option “Customer can modify option” and after that, the users can modify the appointment according to their requirements.

Now the question is, all the process to share an URL is completed, but how can we share it? Well, you can share the URL with the pre-filled data of the Appointment via Email. Under the “Share With” section, select the Email as the gateway to share the URL. Enter the Email address to whom you want to share the mail, and if you want to share the link with multiple emails, then simply just add as many emails as you want with a comma(,) separator. And click on the share button or you can copy the link and share it privately with your relatives or friends according to your requirement.

share_url

Export:

You can also be able to export all the data of the appointment by clicking on the Export button from the top right corner.