Product Reservations

Turning on Product Reservations

Before products can be reserved for clients that are scheduled to come in, you will need to turn on the Product Reservation function in your Business Settings.

1

Navigate to Business Settings

Proceed to Manage > Basic Settings > Business Settings > Settings.

2

Enable Product Reservations

Toggle Product Reservations (located under Other Settings) to YES.

3

Save

Click Save.

Reserving products in the salon

You can reserve a product for a client before they come in for their service.

1

Navigate to the appointment

Navigate to the client's appointment on the Schedule page by clicking on the calendar date.

2

Open the Appointment window

Click on the appointment to open the Appointment window.

3

Add a reserved product

Click on the green symbol next to “Products Reserved”.

Product Reserved

4

Select the product

Search for and select the product the client would like to reserve.

5

Add items

Choose the quantity and click Add items.

6

Add the product to the ticket

When the client shows up for their appointment, you will be prompted to add the product to their ticket upon checking them in.

reserved product ticket add

Online Product Reservations

To allow your customers to reserve products when scheduling online, you will first need to have Online Client Scheduling set up in your software.

We also recommend you have Promotions set up, so that it is easier for your clients to reserve products recommended based off the service they are receiving.

How a client will reserve a product online for an existing appointment (Without Promotions set up in your software)

1

Log in

Client will need to log into their Online Client Scheduling account (or create one if they have not already done so).

2

View future appointments

The client will go to the "Appointments" tab, then select My Future Appointments.

futre appointments

3

Select the appointment

Client should click on the appointment for the product reservation.

Product Reservation

4

Reserve products

Client will click "Reserve Products for this Appointment."

reserve products for appointment

5

Choose a product

Client will click "choose any Product and reserve it for this Appointment".

Choose any product

6

Add the product

The client will search and select the product they would like to reserve, adjust the quantity (if need be), then click Add Items.

add product reservation

How a client will reserve a product online for an existing appointment (With Promotions set up in your software)

1

Log in

Client will need to log into their Online Client Scheduling account (or create one if they have not already done so).

2

View future appointments

The client will go to the "Appointments" tab, then select My Future Appointments.

futre appointments

3

Select the appointment

Client should click on the appointment for the product reservation.

Product Reservation

4

Reserve products

Client will click "Reserve Products for this Appointment."

reserve products for appointment

5

Select suggested or other products

Client can click the green button next to any suggested product (promotion) they would like to reserve, or click "choose any other Products and reserve them for this Appointment", proceed to search and select, then click Done.

suggested product

If a client is reserving a product upon scheduling a new appointment online, they will see the option to do so immediately after scheduling their appointment.

Clients can see any products they've reserved for an appointment online

see reserved products