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Table of Contents
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Overview
Used to search and find appointment information about a specific member.
Required Permissions
Spa Admin
Member Directory
While viewing the dashboard, select Member Directory under the Scheduling column
Select a member from the list or use the search bar to find a specific member. Search by first name, last name, or member number.
Click on a member’s name to view details
Notes can be added in the system notes section by clicking Edit. This is a handy spot to include notes about the member that will show anytime they are included as part of an appointment. These will only be visible to staff.
Upcoming, Past and Past Canceled Appointments will be displayed.
Select “Edit Appointment” to view the full booking details
Select Edit Booking to make changes
Select Cancel Booking to cancel
Any changes to the appointment can be seen by selecting “Change Log”
Best Practices
FAQs
