How to Create an Appointment
This tutorial covers:
The steps to adding an Appointment.
The necessary setup needed before adding Appointments.
5 Steps to Create an Appointment
Your new DaySmart Appointments account is preloaded with everything you need to create a test appointment. Here's how you would do that:
1. Open the Appointment Grid
Access the Appointment Grid by clicking Appointments in your account’s navigation bar, located at the top of your screen. Once you are up and running, this is the area of the system where you and your employees will see existing Appointments and open time slots in a Day, Week, or Month view.
2. Select a Time Slot
The first step to creating a new Appointment is to select an open time from the Appointment Grid. You can do so by clicking either the + icon or the empty white space in an open time slot.
3. Create or Select a Customer
After clicking an open time slot, you may either select an existing Customer from the drop-down list or create a new Customer by completing the required fields within the Make Appointment pop-up window. Click Next to continue to the Appointment details screen.
4. Add Appointment Details
Most Appointment details (Location, Staff Member, date, and time) will be filled in automatically based on the time slot you select in the Appointment Grid. After selecting a Service from the drop-down menu, other fields will display the appropriate duration and cost information. Optionally, you can add Appointment notes or enter other required or optional info prior to finalizing the Appointment.
5. Review and Finalize
Click Next to review all the details of the Appointment. On this screen, you can confirm or go back to fix errors or make further adjustments to the Appointment. When all information is accurate, click Finalize Appointment to schedule this Appointment on the calendar. If you entered information for a new Customer, the profile will be created along with scheduling the Appointment.
And that's it!
Appointment Settings
If you've completed your onboarding session, your account should be fully configured to manage your Appointments. If you need to review your account setup, click Settings and then visit the Appointments page. This page will list out the various configuration preferences that can impact when and how Appointments are created by both your Customers or your employees.
At any time, if you have questions about your configuration or are interested in making changes, we invite you to reach out to our Service and Support team. Simply start by submitting a ticket with our Support team and they will be in touch.