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What can we help you with?

Getting Started

  • Quick Start Guide
  • How to get booking link
  • How to promote your booking link
  • How to view Report
  • Briefing to staffs

Settings

  • General Setting
  • How to Set Company Details
  • How to Set Company’s Availability
  • How to Change Appearance – Front end color style
  • How to Change Booking Steps – Front End Panel
  • How to Change Labels or Language – Front End Panel
  • How to Create Custom Apppointment Status
  • How to collect additional customer information – custom form
  • Payment Setting
  • How to set email sender name

Locations

  • How to Add New Locations
  • How to Edit Location
  • How to Delete Location

Staffs

  • How to Add New Staff
  • How to Edit Staff Information
  • How to Set Staff’s availability – Weekly Schedule
  • How to Set Staff’s Availability – Special Day
  • How to Set Staff’s availability – Holiday
  • How to connect Google Calendar
  • How to connect to Zoom

Services

  • How to Add New Services
  • How to Edit Services
  • How to Delete Services
  • How to Add Tax
  • How to set recurring appointment

Workflow

  • What is Workflow
  • How to Set Up Workflow
  • [Template] New booking email notification
  • [Template] Booking rescheduled email notification
  • [Template] Booking starts Reminder email notification
  • [Template] Booking ends Reminder email notification
  • [Template] Booking status changed email notification
  • How to delete workflow

Appointments

  • How to View Booked Appointment
  • How to Create New Appointment Booking from backend
  • How to Edit A Booked Appointment
  • How to Reschedule an Appointment
  • How to Create Custom Apppointment Status
  • How to create coupon
  • How to use Payment Module
  • How to cancel appointment

Subscription

  • How to subscript to AutoAppointment Plan
  • How to cancel & refund subscription
  • How to get invoice and receipt
  • How to upgrade subscription plan
  • Home
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  • Appointments

How to Create New Appointment Booking from backend

In case some customers directly walk-in to your office or if customer do not want to book in your front end booking panel, you can add appointment booking at backend using Admin or Staff login

Add via Appointment Menu #

Log in to dashboard > Appointment > Add appointment > key in all information correctly > Save

Add via Calendar Menu #

Log in to dashboard > Calendar > + > key in all information correctly > Save

Insert Information #

  1. Location – Select Location.
  2. Category – Select category of the service
  3. Service – Select service
  4. Staff – Select staff for the appointment
  5. Date – Select date for the appointment
  6. Time – Select time for the appointment
  7. Customer – you can change, add or remove the customer who will attend the appointment.
    • Customer : If the customer is not in the “Select List”, you can press the “+” button to add the customer.
    • Status : select the appointment booking status. Recomended : Approve
    • Headcount : if the customer bring more person, you can add the total headcount here. Please that that this max headcount capacity is based on what you set in the service capacity
  8. If the customer is not in the “Select List”, you can press the “+” button to add the customer.
  9. Note – add note of the appointment (if any)
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Updated on 25/04/2022
How to View Booked AppointmentHow to Edit A Booked Appointment
Table of Contents
  • Add via Appointment Menu
  • Add via Calendar Menu
  • Insert Information
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