See which technicians are serving the same customer by looking up their appointments in SalesVu Calendar. The tutorial shows how to expand a customer's appointments to view assigned technicians, check them in and out, add services, process payment, and send receipts.
In this video, I will show you how to view appointments and recognize if a client is seeing more than one technician in a day. To do that, go to Calendar at the top. Use the search bar to look up for the customer. In this case it will be Alexa. In this example, Alexa has two appointments. To view the appointment details, expand the appointment by touching on it. Now you will see service and technician attached. In this case it's Luisa. Now if I expand the other appointment, I can see that Dororo will do manicure later today with the same customer. By expanding the appointment, I can simply check in customers, select Receive select OK and the appointment will change colors. Now I can also expand the appointment and check out a customer. At this point I can keep adding products or services to the order. To complete the transaction, select Pay and select the best payment method. When the transaction has been completed, you can print the receipt, send it by email, or send it by text. In this case, I will send it by email by pressing Send Email. Thank you for watching and please let us know if you have any questions.
