Zyntra Appointments in Zyntra OS, step by step

Zyntra Appointments

Updated in 5.20.43

Bookings for any business that sells time: services, staff hours, a booking calendar, a public booking page, the front desk, a waiting list, coupons, packages, reviews and reports. Clients are your Zyntra customers and every payment goes through a Zyntra invoice. Each service is a Zyntra item, and each staff member's HR shift, leave and holidays decide when they are free.

Where

Appointments › Overview · Calendar

Who

Appointments — View, or Appointments — View own for a person who sees only their own day.

Switch it on

The super administrator opens Setup › Modules and presses Switch on on the Appointments row. It is an edition: only one edition can be on, so switch another one off first. (Clinic carries Appointments inside it.)

The product is then called Zyntra Appointments and the Appointments group comes into the side menu.

Add your staff, then your services (see Services, staff and locations). Then you can book.

The overview

Today at a glance, what waits for you, and how the period went. Choose the period: Last 7 days, Last 30 days, Last 90 days or This month.

The figures: Today, Tomorrow, To confirm, Waiting list, Revenue (completed), Collected, No-show rate and New clients. Below them: Today's appointments, By status, Where bookings come from, Appointments per day, the busiest services and staff, and Reviews.

The booking calendar

Each staff member's day: click a free time to book it, drag an appointment to move it. Previous, Today and Next move through the days; Day and Week change the view; narrow it by location, staff and status, and tick Show cancelled to see the cancelled ones.

Book an appointment

Press Book an appointment, or click a free time on the calendar.

Under Client choose A client we know and find them, or A new client and type the name, phone and email.

Under What and when choose the Service (+ Add another service for more in one visit), the Staff member or Anyone free, the Location, the Day and the Time. Only free times are offered: staff hours, leave, breaks and other bookings are checked.

Under More: a Coupon, the Status, Repeat (every week, every two weeks or every month, and how many times), Paid before the visit, the notes the client sees and an internal note.

Press Book.

Who may do what

Right	What it lets a person do
Appointments — View · View own	Every appointment, or only their own (a therapist sees their day). Flowrica answers the same way.
Appointments — Create	Book, the front desk, the waiting list, selling a package.
Appointments — Edit	Confirm, check in, complete, cancel, move, bill and take payment.
Appointment Services, Appointment Staff and Hours	The services and categories; the staff and their groups.
Appointment Coupons, Packages and Reviews	Coupons, packages, booking-page offers and reviews.
Appointment Reports — View · Appointment Settings — Edit	The reports; the settings and locations.

The top role holds all of them except View own.

Flowrica in Appointments

Who is booked today?, Who is booked tomorrow? and How busy is this week? — each booking with its time, status, client, service and staff, opening its appointment.

Book an appointment: she asks who it is for, the phone, which service, with whom, the day and the time, and fills the booking form. Nothing is booked until you press Book on the form. Her done card has Undo for the next minute and Open the calendar.

A person who sees only their own appointments sees on the overview and the reports only their own figures: their new clients, the waiting list and the reviews of their own appointments. The packages sold are the company's figure, so they are not shown to them.

Next: Appointments, the front desk and the waiting list · Services, staff and locations · Coupons, reviews and reports

Questions

Where is “Zyntra Appointments” in Zyntra OS?

Appointments › Overview · Calendar

Who can use “Zyntra Appointments”?

Appointments — View, or Appointments — View own for a person who sees only their own day.