To see more information or make changes to a booking, simply click or tap once on the appointment card in the calendar to surface the modal:

If there are multiple services attached to the booking, you will see all of these listed on the modal and highlighted in the calendar:

From the Modal, you have a number of actions available to you according to the buttons shown on the card. From the Modal Menu, you can:

  • View Client Profile - edit contact details, view/add colour notes, switch text reminders or marketing preferences on/off, add patch test, add client tags, view booking and purchase history, view text reminder history

  • Edit Booking - add/remove services, add notes, reschedule to a different date

  • Pin Stylist - set your client's stylist preference for a particular service┬áby clicking the heart next to the appropriate service.

  • Delete a Booking - this will delete all services attached to that booking. If you only want to remove one service, use Edit Booking

  • Confirm a Booking - manually confirm a booking (note: bookings are automatically confirmed if a client replies "Y" to their text reminder)

  • Send a Text - you can text a client directly about their booking (or anything else!) by clicking the SMS button. It will be sent only to them. Please note, text costs may apply!

From the Modal, you can also 'check-in' a client or mark them as a no-show by clicking the buttons highlighted below.

The card in the calendar will then update to show this change. On the left below you have a booking marked "arrived" and on the right is a booking marked as a "no-show".

To close the modal, simply click anywhere outside of the modal on the calendar, or hit the 'X' in the top right corner of the modal.

To learn more about different booking 'statuses' indicated by the Modal Illustrations, click here

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