Appointments Page > Book Appointment

Book Appointment will allow you to purchase AND book.

+Credits will add the credits but not require initial booking.

If you chose the book option continue through to the next steps.

Set the appointment type, staff, and member you are booking appointment for.

+Credits

Once the Appointment Type, Coach and Client are selected, choose the "+Credits" button to populate the credit set-up.
-This can be a Package pre-set in Core OR Custom if you want to adjust the price and number of credits.

Now that we have a credit purchased, we can assign the date & time.

Individual= You can assign one or multiple single-appointments ahead of time.

Recurring= You can set up a Recurring Schedule for the Client.

Already sold an Appointment Package?
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No need to add a credit while booking! Just start at by clicking +Book Appointment.

Set the appointment type and member.
-Appointment Credits will automatically populate if the Package was previously purchased & the credits align with the Appointment Type selected.

Set date and time then hit save to book appointment

Need to book multiple appointments? You can continue to book with remaining credits left.

You can learn more about recurring appointments here.

Head to Member Profile

Search Name and hit enter and head to profile page.

Select "Credits" Tab under Plans & Credits to show existing credits for the client.

Need to add more? Just select "+Add Credit"

+Credits will bring you to the Credits & Appointments Page for the Client.

Here's where you can see all Credits, Upcoming Appointments, Add Credits AND Book Appointments!

Choose Type, Package or customer, package from pre made choices, discount and payment method.

Total charge will be in the bottom right.

Credits are added to profile.

From here you can see the appointment information, check-in, cancel, reschedule or change the staff to the appointment.