Printed from https://zeropos.shop/help/book-an-appointment
Book an appointment
Book a customer into the treatment calendar. Free gaps are drawn inside the day, so you can answer “what have you got on Thursday?” while they are on the phone.
Owners can change what each role may do.
The calendar is at BACKOFFICE › Treatments › Calendar. The week strip moves you between days; on a computer the month sits beside the day.
Before you start
- At least one treatment marked Can be booked as an appointment: Turn on treatments.
Steps
- Step 1
- Step 2
Pick one shop at the top. Free times only show for a single shop, never for All shops.
- Step 3
Go to the day, then tap Book on a free gap. The form opens at that time.
- No gap at the time you need? Tap New appointment and type the time yourself.
- Step 4
Fill in the Customer: search by name, phone or email, or just type a name.
- With Book and gift to a named customer switched on, pick them from the list or add them.
- Step 5
Choose the Treatment. Its length decides how much of the day it takes.
- Step 6
Check the Date and the time, already filled in from the gap you tapped.
- Step 7
Leave Assigned staff (optional) on — Anyone — or pick a person, and add Notes if needed.
- Step 8
Tap Book appointment.
What happens next
- The appointment appears in the day, marked In-store, and in the Appointments list.
- On the day it also shows at the till under Booked in today, for whoever is serving.
- Nothing is charged when you book. The customer pays at the till when they come: Treatments at the till: today's bookings and treatment gifts.
- To change who does it, mark it done or a no-show, cancel it or move it, see Look after appointments: find, mark done or no-show, cancel.
Questions
Why does a day show no free times?
Do online bookings land here too?
The customer has a gift voucher. Do I enter it here?
If you see this…
On screen
That time slot is already booked.
What to do
Every treatment room at this shop is taken for part of that time (Treatment rooms and who does each treatment). Pick another time or another day.
On screen
Ana already has another appointment at that time.
What to do
The person under Assigned staff (optional) is doing another treatment then, at this shop or another. Pick someone else, — Anyone —, or another time.
On screen
Pick the customer from the list, or add them, before booking.
What to do
Your shop books to named customers only. Search for the customer and pick them, or add them if they are new.
On screen
Pick a single shop above to see which times are still free.
What to do
Choose one shop instead of All shops at the top of the calendar.
On screen
Nothing booked, and no opening hours set.
What to do
With All shops selected, pick one shop first. Otherwise this shop has no opening hours for that weekday: set them under Opening hours in MANAGE › Locations, or book with Add an appointment and type the time.