Appointment Actions

Once either a client has booked an appointment with you or you have added an appointment to your schedule while logged in as a staff person, there are several different actions you can take on it depending on what you want to do. In this section of our documentation, we will go through:

• Editing and rescheduling appointments (and when to do which)
• Checking in appointments
• Marking appointments as completed
• Marking appointments as no show
• Cancelling appointments
• Reopening Appointments
• Creating an invoice for an appointment
• Sending out notes with appointments
• Printing appointment slips
• Resending appointment confirmation emails

Please click on the links above to be directed to the specific documentation page on each item. If after reading those documentation pages you still have questions on how to perform certain actions on appointments, you can always contact our support team to ask us about them. If you feel it woul dbe more beneficial to get on the phone to work through some of your questions, you can always book a general support call with someone from our support staff as well.