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Schedule Appointments & Group Booking
In this article, you’ll learn how to schedule appointments and group bookings in your Membroz account.
Steps for scheduling appointments and group booking
Step – 1. In the Organization Menu select ‘Service & Appointment’.
Step-2. Navigate to the ‘Appointment Calendar’ option.
Step-3. After selecting the ‘Appointment Calendar’ option, click on the ‘Add Appointment’ button.
Step-4. Now select ‘Individual’ from the dropdown menu then select ‘Attendee’ or customer and ‘Service’, then click on ‘Save’.
Step-5. Enter all the mandatory details marked with (*).
Step-4. You can also add another appointment & then click on the ‘Save’ button.
Step-5. Your appointment is booked.
Step-6. To schedule, a group appointment selects a group from the dropdown menu then select service, select date and time for service, select Staff and click on ‘Save’.
Step-7. Now after booking an appointment, click on that particular appointment. You will have more options as shown below.
Step-8. Click on the ‘Confirmed’ button if your appointment is confirmed.
Step-9. Click on ‘Reschedule‘ if the customer wants changes in the time slot.
Step-10. Click on the ‘Cancel’ button if the customer cancels an appointment.
Step-11. Select the cancellation reason & click on ‘Early Cancel’.