Add a Customer Appointment
There are 3 places you can add an appointment
Home screen (not mentioned in How to video)
Calendar
Within a contact
Select a contact (if not pre selected)
Select the appointment type
Customer - they are notified of the appointment by Email
Tentative - customer not notified until you convert to a customer appointment , you can move as many times as you like without the customer knowing.
Personal - This can be for longer than one day, useful for booking holidays or van services.
Select the date and time (if not pre selected)
Select the horses you are attending and add their services if not already saved in the horse record.
Deleting appointment - press Delete appointment at the bottom. This will remove all record of the appointment.
Below is a link to one of our How to videos
Related Articles
How to edit an appointment and invoice
Edit appointment Select the appointment either from the home screen or the calendar. In the calendar hold down and you can easily adjust the date and time. Alternatively open the appointment where you can do the following: Change the date and or time ...
How to add a horse
3 ways of adding a horse Straight from the horse icon. From an appointment. Within a contact. Information needed The horse name is required. The location will default to the owners or Yard/Barn location. Adding a service (what you charge for) will ...
How to add a new contact
From the contact icon press the + The 2 main contact types are: Owner - horses in 3 possible locations. Home address, an alternative owner address or at a Yard / Barn. Yard / Barn - either their own horses or other owner horses. Other types Groom, ...
How to add a new user
Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...
Appointments
How do I add an appointment? Tap + on the home screen Select a date and time in the calendar From the customer record Delete an appointment? Yes, if a customer cancels or you just need to delete an appointment for any reason. This permanently deletes ...