Schedule Client - In Calendar View

Created by Shannon Valley, Modified on Fri, 22 Sep, 2023 at 7:05 AM by Shannon Valley

Make Client Appointments - Calendar View 


1). Tap on the Calendar icon. 


2). Tap on the square that reflects the day and time you would like to schedule your appointment. 


3). A small yellow box will appear.


4). Tap on the yellow appointment box. 


5). A Schedule screen will appear. 


6). Tap on New Appointment. 


7). Tap on Select Client to bring up a list on your current clients. 


8). Tap on the client you wish to schedule an appointment with. 


9). A green check mark will appear next to their name when they have been selected (screenshot of green check mark). 


10). Tap on Select Client.


11) The client’s information will be at the top of the screen. 


12).  Tap on the blue Add Services button. 


13). Tap on the services you wish to include in the appointment. 


14). Tap the blue Add Services button. 


15). Fill in the Status, Date,  Time, Notes & Make Recurring  sections. 


16). Tap the yellow Create Appointment button. 

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