Daily Schedule

The Day Schedule is made up of several sections you will want to become familiar with:

A: This horizontal menu bar contains options and features for customizing appointments, access customer notes, and finding or rescheduling appointments. Click on a menu item and a horizontal menu will slide out.

B: This vertical section is your appointment times. The > character will appear next to the current time block.

C: This pull down item controls the current Date of the day schedule. To change dates, click this item and a pull down calendar will show, and just change the date. The schedule will automatically refresh.

C: This section will show you a brief summary of the current appointment or cell your on. To view an appointment, single click a cell, and you will see notes and summary appear in this section.

E: At the top, in this section, you will see a few menu buttons. These are common features you will use every day, and are more easily accessed at the top, rather than the menu in section A. The buttons in this section are customizable.

F: At the top of each employee column is a header button. Click this header button to bring up details about the employee, such as clock in/out status, adjust schedule, and view service sheets and reports.

Creating an Appointment

Creating an appointment is easy. First, find a open time slot. Open slot are green, booked or unavailable blocks are blue or red. Double click on a green square and you will first see the Lookup Customer dialog,

A: This section is used for looking up the customer.

B: This section will show you existing customer records that start to match your lookup criteria. As you start typing in a name, for example, Jon, it will show you all customer records starting with Jon or John. The system will phonetically match names.

C: This section creates new customer records, either from the full customer information you entered in section A, or you can create a Walk in record.

This dialog lets you lookup existing customers, or create new customers. Its very important to keep you customer database accurate. Each customer record is unique and tracks their appointments, notes, and sales history. For example, a customer named John Friedline is different than Jon Friedline, so spelling is important.

See the section below on duplicate customers.

When looking up customers, you have the choice of looking up by phone number or name. If you first type a number, the cursor will stay in the phone number field and you can start typing the number. As matches appear, they will be listed below in section B.. If you want to start looking up customers by name, just start typing a character. The focus will automatically switch to the first name field.

If you find an existing customer, just double click on the customer record in section B. If you are creating a new customer, finish entering the customer information, and click either Create New Customer, or click Walk In if you don't want to keep a customer record.

Note, if you can't find your customer, you can select the Show All button on the right to scroll through your customer database.

Once you select or create your customer, you will return to the Create Appointment dialog.

A: This section shows you the current customer. You can select Find if you need to change it.

B: This section shows you the employee specific services. For each employee, you can customize services, with their own prices and rates.

C: This section shows your house services.

E: This section lets you save the appointment. If you need to create standing or re-occurring appointments, select Standing Appt.

Note, if you create employee specific services, you should always select services from section B in order to charge the customer the correct rates.

For more information on Standing Appointments, view Standing Appointments.

This dialog is used to create your appointment. Select services from section B or C by double clicking the item to move the item over to section D. If you need to remove the item from section D, just double click it. Once you start building up the appointment, you will see the total time for the appointment in section D2. If you appointment is overbooked, you will see a red notice below the total time.

Once you have created the appointment and what to save it, click Create Appointment in section E.

Tool Bar Menu Picks

Notes and Services serve 2 purposes that are really nice for salons that have a lot of stylists. The Notes button will take you directly to a quick view of the customer’s notes and history screen so you don’t have to leave the daily schedule. Stylists will often come to the front desk and ask the receptionist to lookup a customer to find what they did last time for color, and causes congestion at the front. Notes solves this issue and gets the stylist more involved in the process.

Services allow the stylist to alter just the services for the ticket. This saves time, because the stylist doesn’t have to go up to the front desk each time they add or change something on the ticket. Also, you don’t have to leave the daily schedule.