Watch the following video to learn the different options that we have when we book an appointment directly from our 10to8 calendar and how to make sure that we don’t get double bookings.
There are 3 different ways you can use to book an appointment:
- From the three dots on the top right corner
- By clicking on the + icon on the bottom right corner
- Double clicking directly on the calendar. If you double click on the day and time where you want to book the appointment, that would save you a bit of time.
Once you choose one of those three options, you will get a window where you have to add all the appointment details using the drop down menu:
- Add the service
- Add the customer
You can type the name and select it from the list of customers, but if the customer is not on your data base, you can also add it from there.
Click on "Add customer" and then add their email and phone number. This is important if you want them to get notifications from you.
You have now the possibility to edit the email or SMS that will be sent as part of the confirmation email. And of course, you can also eliminate one of these 2 options in case you don’t want to send an email or SMS for this particular appointment.
- Add the day and time
- Add the location and room, if necessary
- Add the staff member
When the staff or the location is not available, the system warns you to make sure that you don’t get double booked.
Once you see that everything is ready, click "BOOK" and that’s it!