Managing Appointments

Creating 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.

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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