How do I make an appointment?

This article outlines how to add clients to the appointments calendar to book them in for services

Video: Schedule A Client Booking

Step-by-step guide

Double click on a free appointment slot (or double-tap with a touchscreen)

 

Enter the Name of the client

 

NOTE: If adding a new client, then you will need to press the Add Client button before proceeding to the next stage

 

Then click the Service button which should be orange

 

Select the Service Category

 

Select the Service

 

NOTE: You can also drag and drop the Service from the list to the appointment screen if you need more visibility on where the available slots are on the screen.

Click Done

 

The appointment will then be added to the appointment calendar as shown below.

 

NOTE: You can manually select a Room during the booking process by clicking here.  

To learn about more areas like this in your Phorest system enroll in our Phorest - Your Day To Day course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.  

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