Booking Card Layout

Booking Card Layout

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Whenever a booking is made, the booking card will always appear.

The booking card is broadly split into four sections.

The top left hand part of the card titled 'Booking Details' contains time, date and location details about the booking:

Therapist – name of the therapist who is going to complete the treatment;

Therapist requested – whether the client specifically requested this staff member, if the booking is then subsequently moved to another staff member a system warning will be given to remind the user the client requested the staff member;

Booking date – the date the booking will take place;

Start time – the scheduled start time of the appointment;

End time - the scheduled end time of the appointment;

Room – the room in which the appointment will take place, this can be changed, if applicable, by clicking on the arrow alongside the room, a dropdown list of other options will appear. If a treatment has no room allocated to it the title [No Room] will appear.

The top right hand part of the card titled 'Selected Client' contains details about the client making the booking:

Clients Name – name of client receiving treatment;

New button - allows brand new clients to be added at the booking stage;

Tel no./ mobile – shows the telephone (landline) and mobile number of client receiving treatment;

Customer notes – shows any important notes stored about the selected client to be viewed;

View client button – allows selected clients full client information card to be viewed.

The bottom left hand part of the card titled 'Additional booking notes' contains a single box in which information about the booking can be stored, these can be stored both prior to the appointment, for example, client may be a few minutes late and after the appointment, for example, a particular product used during the treatment.

The bottom right hand part of the card titled 'Selected treatment' contains details of the treatment:

Treatment name – name of the treatment to be completed;

Courses/packages button – if a client has any prepaid courses this button flashes;

Treatment length – length of the selected treatment, this can be manually overridden;

Treatment value - cost of the selected treatment, this can be manually overridden;

Discount % - any special discount for either the client or the treatment, the clients discount overrides the treatments discount;

Treatment notes – this shows any important information relating to the selected treatment;

View treatment button – press this button to view the full information about the selected treatment.