Managing Appointments

Create a New Appointment

  1. Click the Appointments tab on the Check-In Management screen. 
  2. Select New Appointment.
  3. Enter the Customer name or click Continue.
  4. Enter the appointment detail, including Date, Time, Location, Queue, Service, etc.
  5. Click Submit.

Modify an Appointment

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

Cancel an Appointment

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