This article covers:
How to book an appointment using an existing credit
How to add or sell appointment credits
How to view and manage appointment details
Before You Begin
To book an appointment in the Staff App:
The appointment type must already be created in Core.
Staff must have permission to access Appointments.
The client must either:
Have available appointment credits, or
Be sold/assigned credits during booking.
Book an Appointment Using an Existing Credit
If the client already has appointment credits:
Step 1: Open the Appointment Calendar
Log into the Staff App.
Open the top-left menu.
Tap Appointments.
Step 2: Start a Booking
Tap Book Appointment.
Select:
The Appointment Type
Select the Client by Typing their Name & Selecting from the Drop-Down Menu
The Staff Member (defaults to you unless you're an admin)
Step 3: Choose Individual or Recurring
Individual = Single appointment or adding multiple individual appointments
Recurring = Repeating series of appointments
Select the date and time, then tap Save.
If a credit is applied, the appointment will show as Booked.
Book an Appointment by Adding or Purchasing Credits
If the client shows 0 credits, you can add one during booking.
Step 1: Add Credits
After selecting the client, tap + Credit.
Choose:
Package (prebuilt package from Core), or
Custom (manually set credits, expiration, and price).
Step 2: Complete the Credit Assignment
Confirm the credit details.
Complete the purchase or assignment.
Continue booking the appointment.
Tap Save.
If a credit is not added before saving, the appointment will show as:
Booked (credit applied)
Booked & Unpaid (no credit attached)
This distinction is important for revenue tracking and payroll.
View and Manage Appointment Details
To review or edit appointments:
Go to Appointments.
Select the desired calendar date.
Tap on the appointment.
From here, you can:
View booking status
Cancel the appointment
Reschedule
Change the assigned staff member
