For partners A real situation
Your next client is arriving. Get the visit in view.
Move from the calendar to appointment details and back with the time, services and client context in view.
Recorded in a demo workspace. Captioned screen walkthrough, no audio.
Locate the appointment
Choose the date and location, then find the appointment in the provider's column. Point at it for a quick preview of the client, service and price.
The situation
Put it into practice.
You are between clients and need to understand the next visit quickly. Start with its scheduled time and services rather than searching through several modules.
What you will take away
You can open the appointment and find its schedule, services and client details.
Before you start
Use your authorised staff account. What you can see or change depends on your role and the business permissions.
Keep in mind
An appointment status is not proof of payment. Check checkout or payment records when you need to confirm a balance. Keep client information within the authorised business workflow.
Try the decision
An appointment is marked completed. Does that alone confirm its payment?
Read the full walkthrough
1. Locate the appointment
Choose the date and location, then find the appointment in the provider's column. Point at it for a quick preview of the client, service and price.
2. Read the visit details
Open the appointment. Check the date, time and service list, then use the client section for the relevant contact or profile information.
3. Return to the day
Close the panel to see the surrounding appointments. Preview the next visit to see where this one ends and the next one begins.
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