How can I set up different kinds of appointments?

This article describes how all the different appointments can be added in your agenda.

1. Click on _new appointment_ or go to agenda and click on a time box (this will be your ending time)

1. Click on _appointment type_

3. Select the appointment type
4. Select a client
5. Select one of the options
6. Add other clients if needed
7. Price is set based on appointment type settings but can be overruled if needed

8. Click on _paid_ if the client has paid
9. Select a payment method
10. Fill in a payment identifier (automatically filled with online payment)
11. If a client did not pay, do not click on _paid_

13. Check if the date is right
14. Select a starting time
15. Check the ending time, if this is wrong, please click on another timeslot
16. If the appointment is recurrent select the recurrence (daily, weekly, monthly)
17. Select the location of the appointment

18. If it concerns an all-day event, click on _all day event_

19. Add any important details

20. Click on _Save_

21. Select _ group appointment_

22. Select one of the group appointments. All the details will automatically be transferred

23. Check the date
24. Select a starting time
25. Click _all day event_ if it concerns a full day activity
26. If the appointment is recurrent select the recurrence (daily, weekly, monthly)
27. Click on _Save_

 

28. Select _Not available_
29. Fill in the activity title
30. Check the box if you want the activity visible for clients
31. Check the date
32. Select a starting time
33. Select an ending time
34. If it concerns an all-day event, click on _all day event_
35. If the appointment is recurrent select the recurrence (daily, weekly, monthly)
36. Click on _ Save_

37. Select _Break_
38. Fill in the activity title
39. Check the box if you want the activity visible for clients
40. Check the date
41. Select a starting time
42. Select an ending time
43. If it concerns an all-day event, click on _all day event_
44. If the appointment is recurrent select the recurrence (daily, weekly, monthly)
45. Click on _Save_

46. Select _availability_
47. Check the date
48. Select a starting time
49. Select an ending time
50. Click _Save_