A short SalesVu Technical Support tutorial (YouTube) demonstrating how to create an "Appointments type 2" booking from the web portal. The speaker shows: opening the Appointments calendar, choosing a date and time (example: 11am), selecting or entering customer details, picking a service (example: Manicure) and employee, adding special requests, clicking Create/Yes, then sending email and text confirmations.
Hi. In this video I will show you how to book an appointment. Type 2 from the web portal. First we're gonna go to the search bar menu and locate appointments. First thing that you will see is the appointment calendar. This is where we're gonna book our appointment. Now we're gonna select the date. I will book this appointment for tomorrow and the next step will be selecting the. Scroll down and select the time for the appointment. In this case I'm gonna do 11am All I have to do at this point is click and you will receive this pop up message. Now we're gonna fill the information of the customer. If you have already existing customers, all you have to do is click on this icon and you can select it from your database. If not, you will type in manually the information. After that we will select the service. In this case, I will select Manicure. Then you will select the employee that will perform the service. And lastly the availability. If the customer has any special request, you can write it here. If you're ready to go, we're just going to click on Create and click on yes. This is how the appointment will look like. At this point. We will send an email confirmation to the customer and a text confirmation as well. Hope this video helps and please let us know if you have further questions.
eCommerce, point-of-sale (POS), ERP and Data Analytics platform for retail and restaurant businesses
