When you have created a new order you will be brought to the order overview page for this order, from here you can add an appointment type!
To do this select 'Add appointment' > a pop up will then appear where you can add the appointment to your order. Or you can add via the calendar by selecting on a blank space > Add appointment.
Step 1 - Choose appointment type
Here is where you can choose the appointment type you would like to add to the order. Choose the appointment from the list shown or search for a specific appointment!
Step 2 - Choose guests
Next you will have to select the guests that you want to add this appointment for. If you have already entered the guest into the 'Client details' section of the order then this guest will appear as an option. You can then also add other guests by selecting 'Add guest'
Enter guest name > Add OR
Search for the client via their name or email in the 'Customer search' > Search > this will bring up all guests that are associated with this name/ email > select the client from the list
If the appointment you have chosen has 'Couples appointment' enable then you will have to select 2 guests in order to proceed as it will state "This appointment is for 2 guests. Please choose them here before continuing."
If you are adding an appointment that does NOT have 'Couples appointment' enable then the system will let you know that "One booking will be created for each guest selected. Choose multiple guests to add this appointment for more than one guest at the same time." Therefore, you can add multiple guests that require this appointment and this will make the process of adding the appointments to the order much quicker!
When creating the order, you will have the ability to 'Skip' Step 2 'Choose a guest' and add the guest name at the end of the order.
> Next
Step 3 - Choose the date
Here you can select the date that you want to book in this appointment. Use the arrows on the calendar to scroll to different months.
> Next
Step 4 - Choose slot
Here you can choose the slot you wish to book the guest in for. If you are booking for more than one guest at a time then it will indicate which guest you are booking for as it will say 'Choosing for (name)'. Once the slot is selected the appointment is added to the order. If you want to add a slot that isn't an 'available' slot then you can toggle on 'Show (number) unavailable slots', once toggled on 'unavailable slots' will appear. Or if you want to customise the slot completely you can select 'Add custom slot'. Here you can then manually enter in the time/ practitioner/ room.
To make changes to an appointment that has been added to an order you can select the three dots next to the appointment > Edit > Here you can then choose another available slot, you can 'Edit custom slot' to make manual changes to room/practitioner, edit the guests and the appointment type.
TOP TIP: With the new appointment flow when you'll need to edit an appointment, the changes will be categorised by steps as shown above (step 1, step 2 etc). From here, you will be able to directly click on the step you want to edit instead of having to go through step by step to make the change you would like to make.