Using the Appointment Builder

The Appointment Builder allows you to create an optimal schedule for a client requesting multiple services, or to search for availability in large Salons, taking into account all employees’ schedules and the availability of resources, without having to view each employee’s schedule individually and estimate timing.

1

Open Appointment Builder

On the left of the Schedule screen, click the Appointment Builder button.

(If you do not see the Appointment Builder button, make sure it is turned on in your Business Settings.)

2

Select or create a client

Enter the existing client’s name or phone number, or click New Client to enter a new guest.

3

Continue

Click Continue.

If your Cancellation Policy settings require a credit card on file in the Manager App, you will see this pop-up. Enter the credit card information, then click Save, or click Skip if you do not wish to enter a credit card.

credit card required

search calendar

4

Select services

Select the services in the order they are to be received. Select the service provider for each, if requested.

5

Search the calendar

Click Search Calendar.

6

Set time restraints

If the client has time restraints, use the Select Time Range adjuster at the top.

7

Select a date

Select a date.

Available dates will be bold, while unavailable dates will be grayed out.

8

Choose an available time

Choose from any available time combination by clicking Book Now.

If no specific Service Provider is requested, some services have the possibility of being scheduled with different providers.

book now

9

Adjust services

From the preview mode, make any adjustments necessary by clicking and holding the service(s) and dragging each to a new position.

10

Schedule the appointment

Click Schedule.

book schedule