The scheduler is available on the TabPOS or web browser. Great for Salons, or other business that accepts appointments
Where to access on the tablet From the Home Page, press the cloud icon in the upper left of the screen or swipe the screen from the left inward to pull up the menu options Press on the Scheduling Icon to access the Scheduling Feature | |
Schedule An Appointment for a Customer From the Icon on the bottom right, access the Add Appointment Enter Customer Detail Name. Select from existing customers or add new Customer Phone: Optional Information Customer EMail: Optional Information Enter Appointment Detail Appointment Date - Press in the space to pull up the calendar, select date Appointment Time - Select time (5 minute increments) Slot: Enter thew length of the appointment (from 10 min to 5 hours) Service Details: enter details of the services that will be performed Preferred Stylist: select a stylist from current employees Notes: Optional area for additional information | |
Search and display existing appointments for All or by Stylist From the Search bar enter the employee name (or All) and search by the date range dropdown options Appointments can be displayed in list form or calendar grid, as selected from the icons on the right, on the search bar | |
Check In Customers and Update Status Click on the displayed customer appointment and the checkin will display on the right Status can be changed from Check In to one of the following: Complete, Cancel, No Show Show History: Displays past appointments Save - Save any changes | |
Check Out Check Out takes you to the Sales Transaction Cart to complete the transaction. The Customer is attached to the sale, just enter items and services and complete the transaction as usual | |