How to book an appointment

Who uses this: receptionist, manager or owner.

Before you start

• The professional must have a weekly schedule set up.
• The client and service must already exist in the system.

Step by step

1. Menu Agenda.
2. Choose the date and unit (if you have more than one).
3. Calendar or List tab — click an available time slot or click New booking.
4. Select the professional, client and service.
5. Choose an available time (green slots).
6. Confirm.

Complete or cancel

• In the list or the detail panel on the right (calendar), use Complete appointment or Cancel.
• When you complete an appointment, the system opens or updates the client's service order.

Deposit via PIX

If the service requires a deposit:

1. After saving, a modal with a PIX QR Code appears.
2. Send the QR code or the copy-and-paste code to the client.
3. Once payment is confirmed, the status changes to confirmed.

Waiting list

If no time slot is available, use Waiting list at the top of the agenda to record the client's interest.

Tips

• Use the client search at the top of the panel to find a record quickly.
• Filter by professional in the calendar to see only one person's schedule.