Sales–Book A Look

Book A Look Sales

Purpose: See appointments for today, previous days, upcoming days, or pick a custom date range to view past or future bookings.

1. Begin at the Dashboard
   Click on Sales page in the left menu.

2. Select Book A Look
   In the Sales tab section, choose “Book A Look”.

3. View Sales List
   This page lists all the visual or consultation-based bookings.

4. Add a New Sale
   Click on “Add Sale”, choose Book A Look from the available options, fill out required details, and proceed.

5. Edit, Refund or Void a Sale
   Use the three-dot menu on the sale row or click into the Sale ID.

6. Access Client and Sale History
   You can also share invoices, and view client/sale history from this panel.

Tip for First-Time Users:
This is especially helpful when you're reviewing past performance, tracking busy periods, or checking future availability.

More questions about this

Q1. Can I view appointments from last month? Yes, use the date picker to go back and choose any range from the past.

Q2. Does this affect my reports? No, this is only for viewing appointments. Reports are generated separately.