How do I make an appointment?

This article will show you how you can book an appointment in Phorest.

Click an empty slot in the calendar and click Add appointment, or directly double-click an empty slot.

To find an existing client, search by First name, Last name, Phone number, or Email. If it's their first time in the salon, click the New Client button, enter their details, and save.

 

You can enter the main details of a new client directly into the search fields, then select the New Client button. The details are carried over to the Add new client screen.

 

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Once the client is selected, click the Add service button. Then, Select a service category from the list and select a service or package if available. Each service is booked immediately after you select it.

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The new appointment appears in the calendar.

See Also

How do I edit an appointment?

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