Overview
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.
Date Range
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.
Understanding the Columns
Each column title in the Front Desk view represents the current state of the appointment under it. To change the status of an appointment:
Single-click the appointment, then click the blue button at the bottom right of the preview window.
Click and hold to drag and drop the appointment into another column.
Moving any appointment into the Completed column automatically opens the checkout window.
Schedule View
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.
'Active' Appointment State
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.