How to create your first appointment in the journal

Appointments are created in a couple of clicks right from the journal — even if the client calls for the first time and is not in the base yet.

Create an appointment

1. Open the “Записи” (Appointments) section.
2. Click “Новий запис клієнта” (New client appointment) (or click a free cell in the journal grid — the time and specialist will be pre-filled).
3. In the “Клієнт” (Client) field enter the phone number: if the client is already in the base — the system finds them, if not — it offers to create a new one with a name and phone.
4. Choose the service (search across services) and the specialist — the price is taken from the price list considering the specialist's position.
5. Check the date and time, add a comment if needed — and save.

The appointment appears in the journal; you can drag it to another time, reschedule it, cancel it or mark a no-show.

Internal block (no client)

Lunch, training or cleaning is an appointment without a client:

1. In the appointment panel switch from the “Запис” (Appointment) tab to “Службовий блок” (Internal block).
2. Choose the block type and time — an internal block needs neither a client nor a payment.

An internal block blocks online booking slots for that time and is not counted as an unpaid debt.

After the visit

When the client has been served — take the payment: it lands in the cash register and in the daily cash report.