The Calendar is the core element to the Scheduler, allowing users to create appointments and tasks to assign to both staff and/or clients.
To create an appointment there are 2 main methods.
Method 1:
Click the create button at the bottom right hand side of the screen.
Method 2:
Highlight (click and drag) over the time slot you wish to set the appointment.
Once you have selected your method, the appointment dialog will open.
Main Options
The first section, Appointment Types, will automatically open. Select an appointment type to prefill the majority of appointment details
Next, go to the Clients section.
If the client hasn't been created yet you can do so here. Please also see the How to create a client article if required.
Next, go to the Staff section.
You can assign a staff member to attend the appointment.
By this point, the majority of appointment details are filled out.
Confirm the selected Time & Location details
TIP: If you need to refine the appointment timeslot, click the "Peek to Calendar" button at the top of the dialog.
This will collapse the window to the bottom of the screen and allow you to refine and confirm the new timeslot against your other appointments.
Click "Save" to add your new appointment to the calendar.
Keep reading for details about other more advanced features when creating appointments.
Staff Availability
The "Staff" section gives you more granular details for editing the staff of this appointment.
The blue "Check Staff Availability" button will let you check the availability of all your staff members in this timeslot.
The "Suggestions" section will let you add any of the available staff to this new appointment.
Recurring Rule
Recurring rules are useful for weekly, monthly or annual tasks that require a recurring appointment. By default there is a recurring appointment rule set for each different type of appointment. You can change this by clicking the Update Rule button.
Once you have set your rule you can click save to apply it to the appointment.
Future appointments that fall into this appointment's recurring rule will show up in the Unscheduled appointments panel on the right hand side of the calendar.
Once the appointment is on the calendar, you can right click on the appointment (on PC/laptop) to perform some quick actions on the appointment.
