After the client has been selected the system will automatically redirect you to the booking page from which you can book an appointment as the client normally does through the online booking website.
The appointment will also contain a reference to the staff that performed the operation.
Mobile view of the booking page:
When booking an appointment there are 4 steps:
- Step 1: Choose Services
In this step we add the services / courses to the cart and select the staff that will perform the services.
- Step 2: Pick Preferred Time
In this step we select the date and choose a time slot from the list of available time slots.
- Step 3: Pay Deposit (last step that requires user action).
In this step we finalize the booking by paying a deposit or in full for the selected services / courses.
When logged in as staff no payment is required, the “Pay at salon” option will be activated.
- Step 4: Confirmation
In this step we display the booking confirmation message, left to pay at salon and social media share buttons. The confirmation is also sent to the client by email.
STEP1: CHOOSE SERVICES
The booking page from Step 1 is divided into:
- Appointments History (“My Booking History” button)
- Services section and their categories from which we add new services to the cart
- Courses section
- Client existing courses from which we can book their remaining course sessions or minutes (“My Courses” button)
- Book new course section from which we add a new course to the cart
The “My Booking History” history will open the client “my account” / appointments page.
From this page we can cancel, rebook (add same services/courses to the cart) and reschedule the selected client’s appointments.
Adding a service to the cart
To add a service to the cart we must first select the services category from the main booking page (Step1).
Mobile view of the services list inside the selected category:
From the services list, select the staff that will perform the service and then press the “Add” button.
If you leave the default “Any Therapist” selected the system will automatically select the first available staff able to perform the service.
After the service has been added, it will appear in the cart.
To remove the service from the cart, press the “Remove” button of the service.
To add a service from a different category press the “Back” button from the top section of the page to return to the services categories list page.
You can also use the bread crumbs navigation to go back to the services categories page (Step1, main booking page).
Booking remaining client course sessions
To add an existing client course session to the cart we first select the “My Courses” option under the “Courses” section of the main booking page (Step 1, scroll down to the bottom of the page).
This option will only appear if a client is selected.
Mobile view of the selected client courses page:
There are 2 types of courses in the system:
- Sessions based courses
- Minutes Based courses
For sessions based courses only the courses with remaining sessions (sessions that are not booked) will be listed under the “Active Courses (sessions based)” section of the page.
To add a session from an active course to the cart we first select the course form the list.
Next we select which session of the selected course we wish to book.
When adding a course session to the cart we can select which therapist we wish to book the session with and if an instalment payment will also be performed.
If “No Payment” is selected (default option) the instalment will be paid at the salon / clinic after the session has been performed.
If payment of an instalment is selected then it will be marked at paid and a receipt issued in the system only if full payment is selected at “Step 3” of the booking process otherwise the value selected here will be used to calculate the required deposit at “Step 3”.
Booking remaining client course minutes
For minutes based courses we book the remaining minutes of the courses listed under the “Active Courses (minutes based)” under the main “My Courses” page.
Minutes based courses are booked directly from the “My Courses” page.
Select the number of minutes to book from the selected course, the therapist and the payment plan (pay x instalments or no payment / pay at salon) and then press the “Add” button.
Booking new sessions based courses
To book a new sessions based course, from the main booking page, select the “Book New Course” option (scroll down to bottom of the page).
Mobile view of the courses page (“Book New Course” option):
Select the course directory under the “Courses (sessions based)” section of the page:
Next select the number of sessions from the modules section.
Next select the category of the course.
If the courses are not categorised they will be displayed directly on this page.
Finally, select the course and the therapist that will be performing the first session of the course and press the “Add” button.
After the course has been added to the cart you can go back to the previous page by using the “Back” button from the top section of the page or by using the breadcrumb navigation.
Booking new minutes based courses
To book a new minutes based course, from the main booking page, select the “Book New Course” option (scroll down to bottom of the page).
Next, select the course directory from the “Courses (minutes based)” section of the page.
If the course is categorised we also need to select the category and then the course otherwise the courses will be directly listed in this page.
Select how many minutes of the course you wish to book and the therapist and then press the “Add” button of the course.
STEP 2: PICK PREFERRED TIME
To proceed to the next step in the booking procedure, press the “Book now” button from the services cart.
The cart is displayed on every page of the booking section if there are items present in it (services, courses).
Next we need to select the day we wish to book the appointment from the left column of the page.
To list the dates of every day of the current week and a calendar that can be opened by pressing the “More Dates…” button.
After we select the date, the available time slots will load in the right column (and below the date selection for the mobile view).
Pick the time slot by clicking on its right chevron green button; this will open the “Step 3 Pay Deposit” page with the selected time slot.
Mobile view of “Step 2: Pick Preferred Time” page:
STEP 3: PAY DEPOSIT
This is the last step of the booking procedure in which the client pays the deposit to place the online appointment in the system.
While logged in as staff we activate the “Pay at salon” option which will place the online appointment directly.
You can also add appointment notes by filling in the “Notes” field before pressing the “Pay at salon” button.
Mobile view the “Step 3: Pay Deposit” page:
STEP 4: CONFIRMATION
After the online appointment has been placed by pressing the “Pay at salon” button, the booking confirmation page is displayed.
This page displays the booking confirmation message with details on time of visit and therapist, left to pay at the salon / clinic and social media share buttons. The confirmation is also sent to the client by email.
Mobile view of “Step 4: Confirmation” page: