You can access your appointment options by clicking on the circle + green icon of the dashboard menu, at the bottom left of the screen.
This is your float list. This is a shortcut to start a new reservation, a new invoice or a new payment.
To add an appointment click on the “New Appointment” on the floaty list.
When adding an appointment you will be asked first to add a point. When you start typing, your address will show up as an autofill option. When you have your address set on the map, click Proceed to reservation. Set your start date & time and afterwards the number of participants. Then click proceed to the appointment and choose your gear type. Click on Book Now. Choose if there are any additional charges in this appointment. Click Proceed to appointment. Then you are a given a form to fill in. Let’s take a look at how you can fill it out section by section:
Full name: your customer’s full name
Mob no or e-mail: your customer’s mobile phone number or the email address
Room Number/Flight #: the room’s or flight’s number
Comments: notes (brief summary,booking preferences etc.) regarding the customer’s reservation (optional)
Client notification (email or sms): choose whether your customer will be notified about the reservation by email or sms
Suggested Communication Language: the preferred language of communication
Choose if you’ll add a payment.
Don’t forget to click Finalize Appointment to confirm your reservation.
After your appointment booking is complete, you can print, start over or select resources to assign.