Salons and services: appointments
Services with a length, the team who offers them, the day's schedule, booking, editing and canceling, and checking out an appointment at the register.
Open this page in your dashboardMake a product a service
Open the product from Products, enter how long it takes under Service length (minutes) (5 to 600), and save. Services don't track stock. Once you have a service, Appointments shows in the POS menu (reload the page if it doesn't).
Services and team
In Appointments, click Services & team.
- Change any service's length right there, or add a service by searching for a product.
- Add team members: a name, a color for the schedule, and the services they offer (leave them all unchecked if they offer every service).
- To pause someone, click Edit and uncheck Taking bookings.
Adding services needs the Products permission, and adding team members needs Settings. Cashiers can book and check out only.
The day's schedule and booking
The schedule has a column for each team member, and each appointment shows at its time, as long as it lasts. An outline means the customer has checked in.
- Click New booking, or click a free slot in someone's column.
- Enter the customer's name and phone, pick the services (their lengths add up), the team member, the date and the time.
- Save. If that person already has an appointment then, you'll see when — pick another time or someone else.
Use the arrows, Today or the date to move between days.
Appointment details and checkout
Click an appointment to see its details.
- Check in: the appointment gets an outline so the team knows the customer is here.
- Check out at the register: opens Point of sale with the services and the customer in the cart. Add anything else and take any payment. Once paid, the appointment closes and is linked to the receipt and the team member.
- Edit appointment, No-show, Cancel appointment (canceling frees the slot).
A paid appointment can't be edited or canceled. For a refund, use Return at Point of sale.