[{"data":1,"prerenderedAt":260},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments":3,"help-siblings-en-daily-operations":246},{"id":4,"title":5,"body":6,"category":234,"description":235,"draft":236,"extension":237,"meta":238,"navigation":240,"order":241,"path":242,"seo":243,"stem":244,"__hash__":245},"help_en\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments.md","Managing appointments: book, move, cancel and track status",{"type":7,"value":8,"toc":224},"minimark",[9,13,21,26,72,76,120,124,146,150,172,179,183,201,205],[10,11,5],"h1",{"id":12},"managing-appointments-book-move-cancel-and-track-status",[14,15,16,20],"p",{},[17,18,19],"strong",{},"Appointments"," in the sidebar is your calendar: book time, move it around, and track every appointment's status from request to no-show.",[22,23,25],"h2",{"id":24},"views-and-navigation","Views and navigation",[14,27,28,29,32,33,36,37,40,41,44,45,48,49,52,53,32,56,32,59,32,62,32,65,32,68,71],{},"Switch between ",[17,30,31],{},"Month",", ",[17,34,35],{},"Week"," and ",[17,38,39],{},"Day"," with the toggle at the top - clicking a day in Month view opens that date in Day view. Day view lays out one column per specialist (page through with the arrows if more specialists exist than fit); ",[17,42,43],{},"Today"," jumps back to the current date. Filter by ",[17,46,47],{},"Specialist"," or ",[17,50,51],{},"Room",", and a color legend explains the calendar's status colors (",[17,54,55],{},"Confirmed",[17,57,58],{},"Pending approval",[17,60,61],{},"Awaiting payment",[17,63,64],{},"Invoice issued",[17,66,67],{},"Paid \u002F closed",[17,69,70],{},"Cancelled",").",[22,73,75],{"id":74},"create-an-appointment","Create an appointment",[14,77,78,79,82,83,48,86,89,90,93,94,97,98,101,102,48,105,108,109,36,112,115,116,119],{},"Click ",[17,80,81],{},"Add Appointment",", or click an empty slot in Week or Day view to prefill its time (and specialist, in Day view). Choose ",[17,84,85],{},"Appointment",[17,87,88],{},"Block time"," (a personal block such as \"Away from workplace\" that closes the slot to online booking). For an appointment, pick a ",[17,91,92],{},"Client"," (search, or add one on the spot with First name \u002F Last name \u002F Phone \u002F Email), an ",[17,95,96],{},"Employee \u002F Doctor",", one or more ",[17,99,100],{},"Services \u002F procedures",", a ",[17,103,104],{},"Cabinet \u002F chair",[17,106,107],{},"Equipment"," if the service needs one, a ",[17,110,111],{},"Start Time",[17,113,114],{},"End Time",", and optional ",[17,117,118],{},"Notes",". Appointments a staff member creates this way are confirmed immediately - no approval step.",[22,121,123],{"id":122},"move-or-resize-an-appointment","Move or resize an appointment",[14,125,126,127,130,131,36,134,137,138,141,142,145],{},"Drag an appointment to a new time (or to another specialist's column in Day view), or drag its edge to change its length. Either action opens an ",[17,128,129],{},"Update appointment?"," confirmation showing the time ",[17,132,133],{},"Before",[17,135,136],{},"After"," - ",[17,139,140],{},"Confirm"," to save, or ",[17,143,144],{},"Cancel"," to revert. A slot that's already taken, or a resize under 15 minutes, is rejected automatically.",[22,147,149],{"id":148},"confirm-reject-or-cancel","Confirm, reject or cancel",[14,151,152,153,156,157,160,161,164,165,168,169,171],{},"A booking made online while manual approval is required arrives as ",[17,154,155],{},"Pending",": open it and click ",[17,158,159],{},"Confirm booking",", or ",[17,162,163],{},"Reject"," to decline it and free the slot - the appointment stays on record as cancelled. To cancel any other appointment, open it, press ",[17,166,167],{},"Cancel appointment"," and confirm. The appointment remains in the calendar with the ",[17,170,70],{}," status and its slot becomes available. The confirmation lets you choose whether the client gets an email and\u002For an SMS: the boxes start from your notification settings, and both start unticked once the appointment's time has passed.",[14,173,174,175,178],{},"You can also cancel an appointment whose time has already passed, as long as it isn't paid or invoiced. A paid one is refused - mark it as ",[17,176,177],{},"No-show"," instead; for an invoiced one, cancel the invoice first. A prepaid online booking that was never confirmed can't be rejected after its time: confirm it and issue the invoice if the visit took place (the client receives a confirmation), or contact support about a refund.",[22,180,182],{"id":181},"no-shows-invoices-and-the-till","No-shows, invoices and the till",[14,184,185,186,188,189,192,193,196,197,200],{},"Once an appointment isn't pending anymore, mark a client who didn't turn up with ",[17,187,177],{}," (or ",[17,190,191],{},"Undo no-show"," to put it back). ",[17,194,195],{},"Issue invoice"," completes the appointment with a billing document, and ",[17,198,199],{},"Send to POS"," takes it straight to the till with the client and services preloaded.",[22,202,204],{"id":203},"good-to-know","Good to know",[206,207,208,212,221],"ul",{},[209,210,211],"li",{},"The calendar updates live for everyone as bookings come in or change - no need to refresh.",[209,213,214,215,217,218,220],{},"Rejecting or cancelling keeps the appointment history, changes its status to ",[17,216,70],{}," and frees the slot. The client is notified through the channels you tick when cancelling (",[17,219,163],{}," follows your notification settings); for an appointment whose time has passed, nothing is sent unless you tick a channel.",[209,222,223],{},"A room or piece of equipment that's already booked at that time blocks the save automatically.",{"title":225,"searchDepth":226,"depth":226,"links":227},"",2,[228,229,230,231,232,233],{"id":24,"depth":226,"text":25},{"id":74,"depth":226,"text":75},{"id":122,"depth":226,"text":123},{"id":148,"depth":226,"text":149},{"id":181,"depth":226,"text":182},{"id":203,"depth":226,"text":204},"daily-operations","Create and reschedule appointments on the calendar, confirm or reject bookings, mark no-shows, and understand every status a booking can have.",false,"md",{"key":239},"daily-operations\u002Fmanaging-appointments",true,3,"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments",{"title":5,"description":235},"help\u002Fen\u002Fdaily-operations\u002Fmanaging-appointments","-qYGToIk6fB8UbO9G61mWc3Y_fcFESebRXvDWpt99Uo",[247,250,253,254,257],{"path":248,"title":249},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fpoint-of-sale","Point of Sale: sell services, products and take payment",{"path":251,"title":252},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fschedules-and-shifts","Schedules: shifts, days off and vacations for your team",{"path":242,"title":5},{"path":255,"title":256},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fintegrations","Integrations: connect Tervita to the tools you already use",{"path":258,"title":259},"\u002Fhelp\u002Fen\u002Fdaily-operations\u002Fai-assistants","AI assistants in Tervita: what they can do, and what only you can do",1791987022710]