Add a Customer Appointment

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 add a customer appointment

      3 places you can add an appointment from. From a contact by going into there appointments list. From the calendar by pressing a on a date and time. From the home screen by pressing the +. Create the appointment Select your customer if not already ...

    • 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 new contact

      From the contact icon press the + The 3 main contact types are: Owner - horses/patients in 4 possible locations. Home address, an alternative owner address, at a Yard / Barn or a vets. Yard / Barn - either their own horses or other owner horses. Vets ...

    • How to add a new patient/horse

      3 ways of adding a patient/horse Straight from the patient/horse icon. From an appointment. Within a contact. Information needed The patient/horse name is required. The location will default to the owners, Yard/Barn location or vet. Adding a service ...

    • 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 ...