In this article, you’ll find a complete breakdown of what you see on the appointment slideout that appears when you click on an appointment on the schedule.
Element | Description |
Appointment summary | Information about the booked appointment is shown at the top of the menu. The following information is displayed:
|
Start virtual session | Click Start virtual session to begin the virtual session. This option is available if the appointment is set up as a virtual service. |
Attendance status | Information about the client’s attendance status. The following attendance statuses may apply to the booking:
After updating the client’s attendance status to Late Cancel, Early Cancel, or No-Show, you can add a reason for cancellation and notify the clients via email, SMS, or push notifications. You can also view all information about the canceled appointments, including the reasons for cancellation in the Appointment Cancellation Report. |
Check-in button | If the client hasn’t checked in yet, click this button |
Reschedule button | Click Reschedule to reschedule the appointment. |
Virtual service link | This option only appears if the appointment is set up as a virtual service. Click the Copy button |
Non-integrated virtual service link | This option only appears if the appointment is set up as a non-integrated virtual service. Click the Edit button to enter a valid URL link for the non-integrated virtual service related to the appointment. This link must begin with HTTP, HTTPS, or SSH and will automatically apply to all sessions of a recurring appointment. To use a different link for each session, you must manually change the virtual service link for each individual session.
Note: If the virtual service link is missing for an appointment, the virtual service icon |
Client information | Information about the client who is booked into the appointment. To learn more about what each icon represents, see Viewing an attendance list. |
Paid with | The payment status of the appointment. To pay for an unpaid appointment booking, click Pay now. You’ll be directed to the store to complete the purchase. For more information, see Reconciling unpaid visits. |
Profile/Flagged notes | The notes associated with the client. Click the heading to expand this section and view the associated notes. |
Add-ons | The number of add-ons associated with the appointment. You can purchase add-ons for the appointment and manage the purchased add-ons. |
Forms | The forms associated with the appointment. Staff members with the Complete forms permission can add forms to the appointment and manage the linked forms.
Incomplete forms are indicated by the red Forms heading and the red status indicator
If there’s only one form associated with the appointment, you can view the completed form that includes the client’s responses directly in the slideout. |
Questions | The client’s answers to any questions asked during the appointment booking, or any SOAP or QUICK notes made about the appointment. Click the heading to expand this section and view the associated information. |
Previous appointment booking | Information about the client’s last appointment at your business. Click the heading to expand this section and view the associated information.
Click View all previous appointments to view the client’s attendance history on their client profile. |
Upcoming appointment booking | Information about the client’s next appointment at your business. Click the heading to expand this section and view the associated information.
Click View all upcoming appointments to view the client’s upcoming schedule on their client profile. |
Go to store | Click Go to store to access the store to add a tip or add-on product to the appointment, to pay for the appointment, or to sell a Purchase Option for the appointment. |
Pay now | Click Pay now to access the store to pay for an unpaid appointment. For more information, see Making a sale. |
to check them in.
to copy the URL for this appointment type, which you can then send to clients. For more information, see 
will appear in red on the schedule.
next to the form title.