Managing Appointments

Creating a New Appointment

  1. Click the Appointments tab on the Check-In Management screen. 
  2. Select New Appointment.
  3. Enter theCustomer nameor clickContinue, without entering a name to create a new customer profile.
  4. Enter the appointment detail, including Date, Time, Location, Queue, Service, etc.
  5. Click Submit.

Modifying an Appointment

  1. Go to Search > Appointments in the main menu.
  2. Select the date range and/or customer name, and click Search.
  3. Locate the customer from the list, and click Change/Cancel. 
  4. Make necessary changes, and click Submit.

Cancelling an Appointment

  1. Go to Search > Appointments in the main menu.
  2. Select the date range and/or customer name, and click Search.
  3. Locate the customer from the list, and click Change/Cancel. 
  4. Click Cancel Appointment 
  5. Confirm.

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