How do I make an appointment?

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

Navigate to the date you want to create an appointment, then click an empty slot in the calendar under a staff member's column and select Add appointment, or double-click an empty slot.

Next, search for the client you wish to create an appointment for, or select + New Client if it's a new client to your business.

Next, select Add service to add a service, or select Appointment history if you wish to rebook a service from the client's appointment history.

When you add services, you can click on the Service name to book it right away, or use the checkboxes to pick several services if you want.


Creating a Booking with Multiple Staff

If your appointment needs multiple staff members for different services, you can use the Selected Staff dropdown menu that shows up when you pick a service to easily book services with different staff members.

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