Appointment Preview Window

Details on how to access the appointment preview window.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago

The term "Appointment Preview" applies to the window that pops up when an appointment is single-clicked from the Calendar or Front Desk view. This appointment preview contains valuable information as it applies to the specific appointment including:

  • Client name and phone number

  • Date and time of the appointment

  • Service name and provider

  • Service cost

  • Who booked the appointment and when

  • Appointment notes from the client

  • Appointment notes from the business

  • Scheduling alerts

From this window, you can also:

  • Add a color tag

  • Reschedule

  • Cancel

  • Edit the appointment details

  • Change current status

  • Begin checkout

Example Appointment Preview

apptnotes.jpg
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