How To Make An Appointment or Time Block

• Click on the diary where you want to make an appointment/time block and select which one your preferred option (You can also use the ‘Add’ button in the top right hand corner).

FOR APPOINTMENTS…

• After selecting ‘Add Appointment’, select the client from your list by typing their name (or select Walk In if needed). If they are a new client then simply click ‘New’ and fill out their information.

• Click ‘Add Service’ and then select the service from the drop down menu that appears (you can type the name to filter the list). Repeat this if you are adding multiple services. You can also add notes to the appointment here should you need to.

• Check all the details and click ‘Save’ to add it to the diary or click ‘Checkout’ to close the appointment straight away.

FOR TIME BLOCKS…

• After selecting ‘Add Time Block’, you can set the Start & End time of the time block (as well as changing date if needed). Use the ‘Notes’ field to make it clear what the Time Block is for (e.g. Lunch Break, Doctors, Picking Up Kids From School). You can also change the colour of the Time Block should you wish to.

• Click ‘Save’ when finished.