Overview

Used by receptionists or anyone taking appointments. Very helpful is client is unsure of times available.

Required Permissions

• Professional Services Admin

Booking Search

The booking search can be used by receptionists or anyone taking appointments. The search is useful if the member or guest is not quite sure what they're looking for. While viewing the Dashboard, Booking Search is available on the right hand side. Use the following options to search for an open appointment.

• Date - Select the day to search for an open appointment

• Search Range - If you need to search a range of dates, check Search Range and an additional date field will become available.

• Time Slider - Use the slider to narrow down the search in between two specific times.

• Select who the booking is for:

  • Member - These are member accounts on the website. Select the radio button next to member. Then, use the dropdown to choose which member the booking is being made for.

  • Guest - Select Guest and then use the dropdown to choose an existing guest (non-member) to book for.

  • New Guest - If booking for a guest who is not in the system already, use the New Guest option. After selecting the radio button, four fields will appear:

    • First Name (Required)

    • Last Name (Required)

    • Email (could be required based on system settings)

    • Phone (could be required based on system settings)

  • TBD - This option can be used if it is unknown who the booking is being made for or if you would like to wait to add the Client Details until later in the process. 

• Service - Select the service that is being inquired about. The full list of services will appear. 

  • Add Another Service – After selecting the initial service, the Add Another Service option will be enabled to add a second service to the reservation. If requested, select the second service from the dropdown.

• Specialist - Once a service has been selected, only specialists who provide that service will be displayed. The Female and Male checkboxes can be used to narrow down the list of specialists to a specific gender if requested.

• Duration - Select the duration of the service. If there are multiple durations available for the chosen service, use the dropdown to select.

• Add-ons - If the service selected has an add-on available, there will be checkboxes to select desired add-ons.

Click Search Availability. Available time slots will be displayed for the specialist and times selected. During this time any of the booking details previously selected can be updated. Select an open time slot and it will turn green. Next, select Continue. This will open the appointment details screen which will temporarily hold that time slot based on the hold settings. Enter any pertinent notes and information if needed. You can also click MAKE RECURRING to set up a recurring booking by entering the frequency, day of the  week, and end date. Once all the details of the booking are ready, select Complete Booking to complete.

Best Practices

FAQs