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Appointments

Appointments, the front desk and the waiting list

Updated in 5.20.43

Every appointment with its status, payment and source; one appointment's page; the day at the desk; and the clients waiting for a time.

Where

Appointments › Appointments · Front desk · Waiting list

Who

Appointments — View; acting on an appointment needs Edit; the desk and waiting list need Create.

The list

The chips: All, Today, To come and Past, with tabs for each status and its count. Narrow by source, payment, staff, service, location, in person or online, and dates; the filters stay in the address. The columns: Number, When, Client, Service, Staff, Status, Payment and Total. Change several confirms, checks in, completes, cancels or marks a no-show on many at once.

The appointments list

The statuses: To confirm, Confirmed, Checked in, Completed, Cancelled and No-show. The payment: Paid, Deposit paid, Partly paid, Unpaid or Not billed yet.

One appointment

The page shows What to do next, The visit, When, the online meeting, Money (price, invoice, what is due and the pay link), the series it belongs to, the client's review, the messages sent to the client, and the History.

ButtonWhat it does
Confirm, Check in, CompleteMove it on as the visit happens.
Cancel appointment, No-showCancel it with a reason, or mark that the client did not come. Book again brings it back.
MoveAnother day, time or staff member — only free times are offered.
Send a reminderReminds the client.
Issue the invoice, Take paymentBill the visit; take a payment (empty amount = what is due), how it was paid and a reference.
One appointment's page

The front desk

Today at the desk: who is coming, who is in, who is done — and walk-ins, paid on the spot. The columns are Coming, In now, Done and Still owe.

1
Press New walk-in, choose the client and the service.
2
Add any Products sold with it, choose how it is Paid by or tick Pay later.
3
Press Check in.
The front desk

The waiting list

Clients waiting for a time. When a time frees, the first one is offered it by a message; book them here in one step.

1
Press Add to the waiting list: the client, the service, the staff member if they want one, the days and hours that suit them, and a note.
2
On a row press Book when a time suits, or Take off. The statuses: Waiting, Offered a time, Booked, Taken off.
The waiting list

A visit the clinic raised is billed and paid from its clinic visit. On the desk, billing it or taking its payment says «This visit is billed from its clinic visit.», and cancelling the appointment never cancels the clinic's invoice.

Before: Zyntra Appointments · Next: Services, staff and locations

Questions

Where is “Appointments, the front desk and the waiting list” in Zyntra OS?

Appointments › Appointments · Front desk · Waiting list

Who can use “Appointments, the front desk and the waiting list”?

Appointments — View; acting on an appointment needs Edit; the desk and waiting list need Create.