This article details the options available within the Front Desk tab. Both the calendar date range and the display of specific schedules can be customized. Clicking a staff photo provides quick viewing and editing options.

Similar to the Calendar view, you can use the calendar date picker on the left, or the day-by-day selects on the right to choose the exact day to see in the Front Desk view.

Each column title in the Front Desk view represents the current state of the appointment under it. To change the status of an appointment:

Moving any appointment into the Completed column automatically opens the checkout window.

It’s easier than ever to track whether your clients have their forms completed.

Accessible from either the Front Desk or Calendar views on the Dashboard, staff can pull up a list of any day’s appointments and filter by date and/or forms status. This makes it easy to audit and reach out to customers who still need to confirm their appointment or complete their forms.

Businesses have the option to include a separate appointment status called Active. An Active appointment is currently happening; the client has already arrived and is now being seen by the professional. To enable or disable this option, head to the location Manage settings and either check or uncheck the box next to Enable Appointment Active State.

In the Professional App, you can access the Front Desk view by selecting the Calendar dropdown menu and then choosing “Front desk.”

Adjust the date and staff filters to your desired view (if you perform services, it defaults just your calendar, so it’s often helpful to add the calendars of other staff members if you have access to view them). Scroll to the right or left to switch between columns.

To move a client from one column to another, long press their card and select which column you’d like to move it to. Selecting “Checkout” automatically launches the checkout experience.