Appointments

The Appointments feature is the core of Schedula, allowing you to easily manage all bookings for your services and staff. You can view, create, and edit appointments from a centralized dashboard.

Creating a New Appointment

  Follow these simple steps to add a new appointment manually:

• Navigate: Click on Appointments from the main menu, then select Create New Appointment.
• Fill in the Details: On the ” Create New Appointment” page, select the following information:

1. Customer: Choose an existing customer or add a new one.
2. Service: Pick the service being booked (e.g., “Haircut,” “Consultation”).
3. Staff Member: Assign the appointment to a specific employee.
4. Date & Time: Use the calendar to select the day and a specific time slot.

• Save: Click “Save” to save the booking to your calendar.

Note: The plugin will automatically show you the available time slots based on the staff member’s schedule, making it easy to find an open spot.

Managing Existing Appointments

Once created, you can manage all your appointments in one place.

• View: All appointments are displayed in a clear calendar in the Agenda page of the main menu or a sortable list view in the Appointments Page

• Edit: Click on any appointment to change the customer, service, staff, or time.
• Cancel: Appointments can be easily cancelled with a single click. The plugin will handle updating the schedule and notifying the user.
• Filter & Search: Use the search bar and filter options to quickly find specific appointments by staff member, service type, or a date range.

Conflict Detection

Schedula includes a built-in conflict detection system to prevent scheduling errors.

• No Double Bookings: The system automatically checks a staff member’s availability before allowing a booking. If a time slot is already taken, it will not be available for selection.

Holiday & Time-Off Management: The plugin accounts for any holidays or pre-set staff time-off, so you can be confident that all bookings are for times when your team is available to work.