8
HOME & MOBILE BARBER SPA CLINIC BEAUTY HAIR MULTI- SITE WALK-IN SHORTCUTS FUSION APPOINTMENT BOOK MAKING AN APPOINTMENT FOR AN EXISTING CLIENT
H O M E & M O B I L E
B A R B E R
S P A
C L I N I C
B E A U T Y
H A I R
M U L T I - S I T E W A L K- I N
SHORTCUTS FUSION
APPOINTMENT BOOKMAKING AN APPOINTMENT FOR AN EXISTING CLIENT
Last updated 27 February 2017
By Erin Lewis
Product: Shortcuts Fusion
Software version no: 8.0.16.1
Document version no: 1.0
Country: Australia
CONTENTSMAKING AN APPOINTMENT FOR AN EXISTING CLIENT ................. 1
ABOUT THIS DOCUMENT
You can make an appointment for an existing client in just a few short clicks. All you need to do is select the appointment time, select the client, and add their desired services. Simply follow the steps below to start filling up your Appointment Book.
Page 1
1Click on the main menu.
2Click on the appointments icon.
3Move to the desired day using the navigation buttons at the bottom of the Appointment Book. Alternatively, you can click on the date in the top left corner of the screen to select a date from the calendar.
4Click on the relevant time slot in the relevant employee’s column.
MAKING AN APPOINTMENT FOR AN EXISTING CLIENT
1
2
3
4
Page 2
AThe ‘sort by’ drop-down list allows you to choose the search criteria (eg. first name, last name, phone number). This also affects the order clients are displayed in.
BYou can search for a client at the top of the screen.
CWhen you select a client, their information will be displayed on the client dashboard (eg. number of previous visits, average spend).
5Select the relevant client.
6Click done.
7Select the relevant tag. Tags provide extra information about the client at a glance on the Appointment Book.
8Click done.
5
AB
C
6
7
8
Page 3
DYou can click on the client’s name in the top left corner to select from a list of their previous services.
9Click on the relevant service category. This will display the services within the category.
10Click on the relevant service.
11Repeat steps 9 and 10 as required.
EThe selected services section will display all the services you have selected.
FYou can remove a selected service by clicking on the recycle bin next to it.
12Once all the required services have been selected, click done.
9
10
12
D
E
F
Page 4
GThe appointment will then be displayed on the Appointment Book.
G
HAIR | BEAUTY | CL IN IC | SPA | BARBER | WALKIN | SCHOOL | MULTI -S ITE
AUSTRALIA AND ASIA
166 Knapp StreetFortitude Valley
QLD 4006Tel: +61 7 3834 3232
www.shortcuts.com.au
NORTH AMERICA
7711 Center Avenue Suite 650
Huntington Beach CA 92647Tel: +1 714 622 6682
www.shortcuts.net
UK AND EUROPE
Dalton HouseDane Road, Sale
Cheshire M33 7ARTel: +44 161 972 4900
www.shortcuts.co.uk
