- \n
- \u201cFront-end Booking Search\u201d<\/li>\n\n\n\n
- \u201cFront-end Booking Catalog\u201d<\/li>\n\n\n\n
- \u201cStep-By-Step Booking Wizard\u201d<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Through the back-end<\/strong>: This approach allows admins and managers to schedule an appointment from the WordPress dashboard. This is the best way to schedule an appointment if you have a customer on the phone or have just received a message from a customer requesting an appointment.<\/li>\n<\/ul>\n\n\n\n
In this chapter, you\u2019ll see how to schedule appointments through the back-end<\/strong>. The following process for scheduling an appointment begins after you click the \u201c+ New Appointment\u201d button located at the top of the page or the \u201c+<\/strong>\u201d (plus icon) button in the bottom right corner of the page. Once you click on any of the buttons, a \u201cNew Appointment\u201d dialog will appear, allowing you to choose all necessary information in order to create a new appointment.<\/p>\n\n\n\n
\u201cNew Appointment\u201d<\/strong> dialog is divided into two tabs<\/strong>:<\/p>\n\n\n\n
- \n
- \u201cSchedule\u201d:<\/strong> Use this field that you must populate<\/strong> pane to create a new appointment. \u201cCustomer(s)\u201d, \u201cService\u201d, \u201cEmployee\u201d, \u201cDate\u201d, and \u201cTime\u201d are mandatory and you need to populate these fields to schedule a new appointment. There is no specific order<\/strong> in selecting \u201cCustomer(s)\u201d, \u201cService\u201d and \u201cEmployee\u201d, but before you can choose the appointment date,<\/strong> you have to populate these three fields. After selecting the date, you will be able to select the time of the appointment:<\/li>\n<\/ul>\n\n\n\n
![\"Schedule](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Add-New-Appointment.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cCustomer(s)\u201d:<\/strong>\u00a0Here you need to\u00a0select the customer(s) to whom the service will be provided<\/strong>. If the customer is not an\u00a0existing customer<\/strong>, click the \u201cCreate New<\/strong>\u201d button. The \u201cNew Customer<\/strong>\u201d dialog will open and you\u2019ll be prompted to add basic details, such as the customer\u2019s first name, last name, email address.\u00a0Creating a new customer<\/strong>\u00a0is described in greater detail in the\u00a0\u201cManaging single Customer<\/a>\u201d\u00a0chapter. The newly created customer will be added to the appointment.\u00a0Each selected customer represents a single customer booking<\/strong>. After selecting the customer(s) you will be able to configure the\u00a0number of persons<\/strong>\u00a0for each customer booking. This can be useful when one customer wishes to book an appointment for several people. This is possible if services allow you to have more than one customer at the same time. It is also possible to change\u00a0the booking status of each customer booking<\/strong>\u00a0separately.<\/li>\n<\/ul>\n\n\n\n
![\"](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Customers-1.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cService\u201d:<\/strong> Select the service that will be delivered<\/strong> to a customer(s). Once you select the service, it will narrow down to the employee and location options. You will only be able to select employees that are assigned to provide the selected service and the locations where this service is offered.<\/strong><\/li>\n<\/ul>\n\n\n\n
![\"Selecting](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Select-Service.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cEmployee\u201d:<\/strong> Find and select the employee that you want to provide the appointment<\/strong>. Selecting an employee will narrow down to the service and location options, so you will only be able to select the services that the chosen employee provides<\/strong> and to the work location of the employee.<\/li>\n<\/ul>\n\n\n\n
![\"Selecting](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Employee.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cApply Coupon\u201d:<\/strong> If you wish, you can add a coupon here in order to reduce the appointment price. Find and select the coupon that you want to apply for the appointment. Only coupons that are created for the chosen service<\/strong> will be available in the list. You can read more about creating coupons on the Finances & Coupons page<\/a>.<\/li>\n<\/ul>\n\n\n\n
![\"Apply](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-05-20-at-2.54.52-PM-1.png\" "\\"Screen")
<\/figure><\/div>\n\n\n- \n
- \u201cDate\u201d:<\/strong> Select an available appointment date<\/strong> from the date picker. Dates won\u2019t be available until you choose the customer(s), service, and employee. Once you have selected the appointment date, you will be offered available time slots<\/strong> in the \u201cTime\u201d drop-down.<\/li>\n<\/ul>\n\n\n\n
![\"Choosing](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Date.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cTime\u201d:<\/strong> Choose the time of the appointment<\/strong> from the available time slots.<\/li>\n<\/ul>\n\n\n\n
![\"Choosing](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Time-1.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cService Category\u201d:<\/strong> While this field is not required it will make it easier for you to select the service by filtering the services of the chosen category.<\/li>\n<\/ul>\n\n\n\n
![\"Filtering](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Category.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cLocation\u201d:<\/strong> While this field not required, it will make it easier for you to select the employees that work in the selected location. The field is not visible if you don\u2019t have at least one created location.<\/li>\n<\/ul>\n\n\n\n
![\"Filtering](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Location.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cNotify the customer(s)\u201d:<\/strong> When this option is checked, a notification that contains the summary information for the booked appointment will be sent after you save this appointment<\/strong>. To configure this option, view the \u201cNotify the customer(s) by default\u201d setting in the \u201cNotification Settings\u201d<\/a>.<\/li>\n<\/ul>\n\n\n\n
![\"Amelia](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Notify-Customers.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cNote (internal)\u201d<\/strong>: Here you can write a quick note to pay attention to customer(s) particular needs. This note is internal and is not visible to the customer(s).<\/li>\n<\/ul>\n\n\n\n
![\"Add](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Note.png\" "\\"Amelia")
<\/figure><\/div>\n\n\n- \n
- \u201cExtras\u201d<\/strong>: After selecting \u201cCustomer(s)\u201d, \u201cEmployee\u201d and \u201cService\u201d navigate to the \u201cExtras\u201d tab to add the additional service extra<\/strong>. You can configure the extra for each customer booking. Check the extra item that you want to add to the appointment and choose the quantity of the extra item. If an extra item is chargeable<\/strong> the price of the extra will be multiplied by the number of persons<\/strong> in the customer booking. If the extra item increases the appointment duration<\/strong> it is recommended to select an extra item before you select the appointment time<\/strong> because selecting extra within a duration can decrease the number of available time slots.<\/li>\n<\/ul>\n\n\n\n
![\"](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Extras.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nEditing a single appointment<\/h3>\n\n\n\n
It often happens, that you need to make changes to an existing appointment. Maybe the customer needs to reschedule their appointment, or maybe an employee is unexpectedly out of the office. To edit an existing appointment, simply click on the \u201cEdit\u201d button to the right of the appointment you want to change.<\/p>\n\n\n
\n![\"Editing](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Edit-Appointment-Button.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nClicking on the \u201cEdit\u201d button will open the \u201cEdit Appointment\u201d dialog where you can change any appointment parameters. The difference between the \u201cEdit Appointment\u201d and \u201cNew Appointment\u201d dialogs is that the \u201cEdit Appointment\u201d dialog has the \u201cPayments\u201d tab where you can see and change payment information.<\/p>\n\n\n\n
In the \u201cEdit Appointment\u201d dialog<\/strong> you have the option to reschedule the appointment, change customer booking status, change the employee, change the service\u2026 If you are changing the date, you may see that a selected employee is not available for the newly selected date, or that the selected time slot is busy. If this occurs, simply select a different employee or choose a different time slot.<\/p>\n\n\n\n
You can choose whether or not to send the customer(s) an email notification of the change, notification by checking\/unchecking the \u201cNotify the customer(s)\u201d checkbox.<\/p>\n\n\n\n
Once you\u2019re finished, click the \u201cSave\u201d button in the dialog footer to save your changes.<\/p>\n\n\n
\n![\"Save](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Save-Edited-Appointment.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nTo delete an appointment<\/strong> from the \u201cEdit Appointment\u201d dialog, simply click on the \u201cTrash\u201d icon button and click \u201cDelete\u201d to confirm.<\/p>\n\n\n
\n![\"Delete](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Delete-Edited-Appointment.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nYou can also duplicate the appointment<\/strong> by clicking on the \u201cCopy\u201d icon button. It will open a \u201cNew Appointment\u201d dialog with the same information as the duplicated appointment. You\u2019ll have to pick an available date and available time slot for the new appointment. Duplicating an appointment might be helpful when you are in a meeting with a customer, and he\/she wants a follow-up appointment for the same service and employee.<\/p>\n\n\n
\n![\"](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Duplicate-Appointment.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nList of Appointments<\/h3>\n\n\n\n
The \u201cAppointment\u201d page shows all the information about individual appointments<\/strong>. To specify the number of records that are to be displayed, select the required number in the \u201cDefault items per page\u201d<\/a> in the \u201cGeneral Settings\u201d.<\/p>\n\n\n\n
With the search input, you can search for appointments<\/strong> by customer\u2019s name, employee\u2019s name, or service\u2019s name.<\/p>\n\n\n
\n![\"Search](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Search-Appointments-1.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nYour appointments can be exported as a CSV<\/strong> for reporting. At the top right of the \u201cAppointments\u201d page, next to the search input, tap the \u201cExport\u201d icon button. Clicking on the \u201cExport\u201d icon button opens a dialog that allows you to choose the delimiter used for CSV and select the columns you\u2019d like to export. When you are ready tap on the \u201cExport\u201d button in the dialog to download the CSV file.<\/p>\n\n\n
\n![\"Export](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2019\/08\/Screen-Shot-2019-08-16-at-18.56.27.png\" "\\"Export")
<\/figure><\/div>\n\n\nWith filters<\/strong> that appear at the top of the page, you can narrow down appointments by common characteristics<\/strong> such as date, employees, customer, services, or status. The date filter is predefined by the period of seven days starting from the current date.<\/p>\n\n\n\n
![\"Filter](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Filter-Appointments.png\" "\\"Amelia")
<\/figure>\n\n\n\nThe appointments table is grouped by date<\/strong> and provides information about the appointments such as time, a customer(s), employee, service, duration, payment, and status. You can expand an appointment<\/strong> (row) by clicking on it. An expanded record shows the information about the customer\u2019s phone customer\u2019s email. You can use the \u201cStatus\u201d drop-down to change the status of all customer bookings at the time. Click the \u201cEdit\u201d button to open the \u201cEdit Appointment\u201d dialog for the chosen appointment.<\/p>\n\n\n\n
You can delete multiple appointments<\/strong> at the same time by checking the appointments you want to delete. The dialog box will appear in the table footer when you check at least one appointment you want to delete. Once you are certain you want to delete the records click the \u201cTrash\u201d icon and then the \u201cDelete\u201d button.<\/p>\n\n\n
\n![\"List](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_002.png\" "\\"Amelia")
<\/figure><\/div>","protected":false},"excerpt":{"rendered":"Creating a new appointment Unity Bookings provides two ways to schedule customer appointments: In this chapter, you\u2019ll see how to schedule appointments through the back-end. The following process for scheduling an appointment begins after you click the \u201c+ New Appointment\u201d button located at the top of the page or the \u201c+\u201d (plus icon) button in the bottom right… Read More »Managing Appointments<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[45],"tags":[],"class_list":["post-961","post","type-post","status-publish","format-standard","hentry","category-fitness"],"gutentor_comment":0,"_links":{"self":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/961"}],"collection":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/comments?post=961"}],"version-history":[{"count":0,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/961\/revisions"}],"wp:attachment":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/media?parent=961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/categories?post=961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/tags?post=961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \u201cExtras\u201d<\/strong>: After selecting \u201cCustomer(s)\u201d, \u201cEmployee\u201d and \u201cService\u201d navigate to the \u201cExtras\u201d tab to add the additional service extra<\/strong>. You can configure the extra for each customer booking. Check the extra item that you want to add to the appointment and choose the quantity of the extra item. If an extra item is chargeable<\/strong> the price of the extra will be multiplied by the number of persons<\/strong> in the customer booking. If the extra item increases the appointment duration<\/strong> it is recommended to select an extra item before you select the appointment time<\/strong> because selecting extra within a duration can decrease the number of available time slots.<\/li>\n<\/ul>\n\n\n
- \u201cNote (internal)\u201d<\/strong>: Here you can write a quick note to pay attention to customer(s) particular needs. This note is internal and is not visible to the customer(s).<\/li>\n<\/ul>\n\n\n
- \u201cNotify the customer(s)\u201d:<\/strong> When this option is checked, a notification that contains the summary information for the booked appointment will be sent after you save this appointment<\/strong>. To configure this option, view the \u201cNotify the customer(s) by default\u201d setting in the \u201cNotification Settings\u201d<\/a>.<\/li>\n<\/ul>\n\n\n
- \u201cLocation\u201d:<\/strong> While this field not required, it will make it easier for you to select the employees that work in the selected location. The field is not visible if you don\u2019t have at least one created location.<\/li>\n<\/ul>\n\n\n
- \u201cService Category\u201d:<\/strong> While this field is not required it will make it easier for you to select the service by filtering the services of the chosen category.<\/li>\n<\/ul>\n\n\n
- \u201cTime\u201d:<\/strong> Choose the time of the appointment<\/strong> from the available time slots.<\/li>\n<\/ul>\n\n\n
- \u201cDate\u201d:<\/strong> Select an available appointment date<\/strong> from the date picker. Dates won\u2019t be available until you choose the customer(s), service, and employee. Once you have selected the appointment date, you will be offered available time slots<\/strong> in the \u201cTime\u201d drop-down.<\/li>\n<\/ul>\n\n\n
- \u201cApply Coupon\u201d:<\/strong> If you wish, you can add a coupon here in order to reduce the appointment price. Find and select the coupon that you want to apply for the appointment. Only coupons that are created for the chosen service<\/strong> will be available in the list. You can read more about creating coupons on the Finances & Coupons page<\/a>.<\/li>\n<\/ul>\n\n\n
- \u201cEmployee\u201d:<\/strong> Find and select the employee that you want to provide the appointment<\/strong>. Selecting an employee will narrow down to the service and location options, so you will only be able to select the services that the chosen employee provides<\/strong> and to the work location of the employee.<\/li>\n<\/ul>\n\n\n
- \u201cService\u201d:<\/strong> Select the service that will be delivered<\/strong> to a customer(s). Once you select the service, it will narrow down to the employee and location options. You will only be able to select employees that are assigned to provide the selected service and the locations where this service is offered.<\/strong><\/li>\n<\/ul>\n\n\n
- \u201cCustomer(s)\u201d:<\/strong>\u00a0Here you need to\u00a0select the customer(s) to whom the service will be provided<\/strong>. If the customer is not an\u00a0existing customer<\/strong>, click the \u201cCreate New<\/strong>\u201d button. The \u201cNew Customer<\/strong>\u201d dialog will open and you\u2019ll be prompted to add basic details, such as the customer\u2019s first name, last name, email address.\u00a0Creating a new customer<\/strong>\u00a0is described in greater detail in the\u00a0\u201cManaging single Customer<\/a>\u201d\u00a0chapter. The newly created customer will be added to the appointment.\u00a0Each selected customer represents a single customer booking<\/strong>. After selecting the customer(s) you will be able to configure the\u00a0number of persons<\/strong>\u00a0for each customer booking. This can be useful when one customer wishes to book an appointment for several people. This is possible if services allow you to have more than one customer at the same time. It is also possible to change\u00a0the booking status of each customer booking<\/strong>\u00a0separately.<\/li>\n<\/ul>\n\n\n
- \u201cSchedule\u201d:<\/strong> Use this field that you must populate<\/strong> pane to create a new appointment. \u201cCustomer(s)\u201d, \u201cService\u201d, \u201cEmployee\u201d, \u201cDate\u201d, and \u201cTime\u201d are mandatory and you need to populate these fields to schedule a new appointment. There is no specific order<\/strong> in selecting \u201cCustomer(s)\u201d, \u201cService\u201d and \u201cEmployee\u201d, but before you can choose the appointment date,<\/strong> you have to populate these three fields. After selecting the date, you will be able to select the time of the appointment:<\/li>\n<\/ul>\n\n\n