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Appointment Preview Window

Details on how to access the appointment preview window.

Written by Operations

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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