Para parceiros Uma situação real
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.
Gravado em um espaço de trabalho de demonstração. Narrado, com legendas ativadas.
Esta gravação ainda não está disponível no seu idioma, por isso é reproduzida em inglês.
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.
A situação
Coloque em prática.
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.
O que você vai aprender
You can open the appointment and find its schedule, services and client details.
Antes de começar
Use your authorised staff account. What you can see or change depends on your role and the business permissions.
Lembre-se
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.
Tente a decisão
An appointment is marked completed. Does that alone confirm its payment?
Leia o passo a passo completo
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.
Aprofunde-se