Overiew
š In This Article
š„ Video Walkthrough
āCustomer FAQs regarding the upgrade
āDoes the new upgrade require any software changes/updates
No updates necessary. Appointments is a Cloud software.
Is there an option to have the monthly Calander showing all the time how it is now?
Yes, you can use the menu at the top to toggle between staff schedules-use day/week/month view.
Will my current settings reset?
All custom settings made to your account will stay.
When this goes live will all preexisting appointments cross over?
Yes, no changes will be made to your appointments booked.
How can we print the schedules?
This can be done by running a report in the Reports section, there is an option to print the report at the bottom of the screen.
Is the appointment calendar compatible with Outlook calendar or Outlook booking system?
Yes, you can sync your Outlook calendar to Appointments.
š Dashboard & Navigation Updates
Click here to view Dashboard and Navigation changes
Click here to view Dashboard and Navigation changes
New Dashboard Layout
Cleaner, more modern look
Top Menu: Menu options consolidated under a new "More" dropdown
Calendar Navigation: Redesigned for faster access
New Calendar Date Picker
Now centered at the top-middle of the page
Easier to spot and adjust working dates
Previous User Interface:
New User Interface:
š§ Filter & Calendar Enhancements
Click here to view Filter and Calendar changes
Click here to view Filter and Calendar changes
Relocated Staff/Room Filters
New Location: Moved from left navigation to above the appointment grid
Always Visible: Sticky placement helps keep filters accessible
Previous User Interface:
Current User Interface:
š Appointment Grid & Zoom Modes
Click here to view Appointment Grid and Zoom Mode changes
Click here to view Appointment Grid and Zoom Mode changes
Full-Page Appointment Grid View
Expand the grid using the expand icon for a distraction-free view
No Pagination: Scroll horizontally to view all selected resources
Sticky Labels: Filters, resource names, and time labels stay in place during scroll
Calendar Zoom Levels
Adjust the view depending on your workload:
Small Mode (9 resources): Status bar + customer name
Medium Mode (7 resources): Adds icons, service name, PO number
Large Mode (5 resources): Up to 3 lines of appointment info
How to Adjust Zoom:
Go to Appointments homepage
Hover over the Zoom icon for tooltip
Click and select your preferred zoom level in the slider modal
š Booking with the Make an Appointment Window (MAW)
Click here to view the new Make an Appointment Window
Click here to view the new Make an Appointment Window
Faster Booking
MAW now slides out instead of opening in a pop-up
Minimizable Panel for multitasking
Quick "Reserve Time" option with recurrence toggle
Enhanced Design
Modern layout for readability and accessibility
Works seamlessly across desktop, tablet, and mobile
Better User Feedback
Real-time validation catches missing/invalid fields
Clear status (Paid/Unpaid) with a "Pay Now" button
Grouped notes with visual counters
šØāš©āš§āš¦ Adding a Child with the Make an Appointment Window (MAW)
Click here to view how to add a child with the Make and Appointment Window
Click here to view how to add a child with the Make and Appointment Window
Child Selection and Display
When a customer with children is selected:
A dropdown menu allows staff to select one or more children.
On the customer card:
Selected child names appear with a āChildrenā tag.
Multiple child names are shown as a comma-separated list.
Parent/guardian details remain visible below the childrenās section for context.
Child Avatar Behavior:
Single Child Selected:
Displays a circular avatar (photo or initials).
Multiple Children Selected:
Avatar is hidden to prioritize name visibility.
Card content is left-aligned for consistency.
Child Profile Access
Each childās name on the customer card is clickable.
Clicking opens the Edit Child slide-out, preloaded with the childās details for quick access and edits.
Appointment Creation and Workflow
Upon saving a child-level appointment:
The Create Appointment slide-out automatically closes.
The Details slide-out opens, showing selected children.
Each child receives an individual appointment record (one per child).
Details Slide-Out Enhancements
The customer card reflects:
The same list of selected children with āChildrenā tags.
Clickable child names, linking directly to their Edit Child slide-out.
Profile Image Preview (With Picture Upload Plug-In Enabled)
Clickable avatars now open a full-size image modal preview.
If no image is available (initials shown), the avatar is not clickable.
For child appointments:
Only the childās avatar is shown.
Parent avatars are hidden to reduce visual clutter.
š Waitlist Enhancements
Click here to view Waitlist Enchancement changes
Click here to view Waitlist Enchancement changes
Updated Drop-Down Menu
Clear visibility of waitlisted customers
Priority tags (High / Medium / Low)
CTA button launches intuitive slide-out form
Slide-Out Entry Panel
Input: Customer, Service, Add-ons, Staff, Room, Group Size, Priority, Notes
Real-time search by customer name
Success toast confirmation
Edit & Delete Workflows
Edit: Opens slide-out form (Customer Name is read-only)
Delete: Confirmation modal prevents accidental removal
Priority: Editable anytime, default is Low (via Customer View)
List Table Enhancements
Pagination & adjustable rows per page
Column sorting
Mobile-responsive layout
š Overlapping Appointments (MAPTS)
Click here view Multiple Appointments Per Time Slot enhancements
Click here view Multiple Appointments Per Time Slot enhancements
View overlap as empty space to the right of the appointment card (not '+')
Click to open MAW in slide-out mode
If space is insufficient:
"X" indicator shows appointment count
Clicking it opens slide-out list of all appointments in the time slot
Group Appointment Visibility
New icon displays number of participants
š Recurring Appointment Maintenance
Click here to view Recurring Appointment Maintenance enhancements
Click here to view Recurring Appointment Maintenance enhancements
Conflict Identification
Conflict Icon: Visible on card
Clicking opens slide-out:
Conflicts Tab: Dates & reasons
Details Tab: Edit and save options
Maintenance Page Redesign
Modern UI with per-page record control
Customer search & Active/Inactive filter
Sort by name, service, staff, start/end dates, etc.
Columns include:
Conflict, Status, Actions, Customer Name & Email, Staff Name
Editing & Deletion
Edit Icon: Opens off-canvas panel with recurrence options
Delete Icon: Opens confirmation modal before deletion
š§® Services Management
Click here to view Services Management enhancements
Click here to view Services Management enhancements
Services List Page
The Services List has received a significant overhaul with a streamlined UI and better data controls.
Modern List Table UI - View all services and add-ons with a cleaner, more readable layout.
Use radio buttons to switch between:
Services
Add-On Services
Sort & Reorder Services:
Drag and drop to reorder items directly in the list view.
Click the āUpdateā button to save changes.
Column sorting is available for Title, Cost, and Duration.
Pagination & Display Control:
Navigate through large lists with pagination controls.
Customize the view using the āRecords per pageā selector (e.g., 10, 25, 50 records per page).
Previous User Interface:
New User Interface:
Add Service or Add-On
A streamlined "Create" experience makes adding new services and add-ons more efficient.
Slide-Out Panel:
Clicking Create opens a right-hand slide-out.
Enter details like Title, Cost, Duration, and Description.
Post-Creation Flow:
The form closes upon submission.
A success toast confirms creation.
User is redirected to the new Service or Add-On details page for review and configuration.
Key Improvements in Create Flow:
Add-Ons Selection:
Old: Checkbox-based add-on selections.
New: Clean multi-select dropdown improves speed and reduces clutter.
Service Times:
Old: Configured during service creation.
New: Moved to a dedicated Service Times tab post-creation. This improves initial creation speed and reduces cognitive load.
Previous User Interface:
New User Interface:
Daily Service Limits
Managing service availability is easier with inline editing and contextual modals.
Daily Limits:
Click on a specific day (e.g., Monday) to edit directly inline.
The Update button becomes active when changes are made, allowing quick saves.
Exception Limits:
Moved to a modal window for clearer usability.
Select specific dates and set limits with improved layout and flow.
ā ļø Note: Some tabs within the Service Details page (For example: Service Exceptions, Areas) are preference-enabled and have only received UI alignment updates. Their functionality remains unchanged and is not included in this release's documentation.
Previous User Interface:
ā
Current User Interface:
š„ Redesigned Pages
Click here to view redesigned pages: Customers, Reports, Settings
Click here to view redesigned pages: Customers, Reports, Settings
Customer Page
Search is now horizontal (no more alphabetical filter)
View creation date and account status
Export contacts to Microsoft Outlook
Reports Page
Cleaner layout
New report: Reservation Audit Trail Report added to left nav
Settings Page
Now located in top navigation (was top-right previously)
Refreshed layout for improved usability
Previous User Interface:
New User Interface:
š Tips & Notes
š Tip: Use the zoom levels to tailor your daily workflow view
ā ļø Note: Customer name is read-only in waitlist edits
š” Tip: Use priority flags to triage customer requests quickly