Add Appointment from Client Page

Add Appointment from Client Page

Purpose: Quickly create a new appointment directly from an individual client’s profile page.

1. Go to the Clients Page
   From the dashboard, navigate to the Clients page.

2. Locate the Client
   Find the client you want to book for, then click the three-dot menu on their row.

   • or You can also find this option from the client details view

3. Select “Add Appointment”
   Choose “Add Appointment” from the dropdown menu.

4. Fill in Appointment Details
   The Appointment Creation Panel will appear on the right. Enter:

   • Venue
   • Date and Time
   • Services
   • Assigned Staff
   • Status (New, Confirmed, etc.)

5. Create the Appointment
   Click “Create Appointment” once all details are completed.

6. Confirmation
   A success message will appear, and the client’s appointment count will be updated.

Tip for Staff:
This method is especially useful when handling a client query over phone or chat and booking in real time.

More questions about this

Q1. Can I edit the appointment after creating it?
Yes, go to the Calendar or Appointments section to edit any appointment.

Q2. What if I don’t see the “Add Appointment” option?
Make sure the client exists in the system and you have the correct permissions.