Finding appointments
You'll find every appointment under the Appointments menu. Below it are Needs attention, No-shows and Pending payment as well. The Schedule shows appointments per day and per staff member.
Click an appointment to open the appointment window. View full details opens the appointment page. There, the Activity tab shows what has happened to the appointment and which messages the customer has received. You can also resend a message from there. If the customer paid at the till, the receipt is on the Receipt tab.
Editing an appointment
In the appointment window, click the pencil (Edit). You can change:
- Service
- Staff member
- Date and time
- Duration
- Notes
Save with Save. If the date or time changes, the customer gets the rescheduled appointment email, provided you have it switched on under Administration > Email & messages > Customer messages. Read email reminders and confirmations.
Only need a different staff member? Then choose Reassign staff under More options.
Rescheduling an appointment
There are three ways:
- Edit: change the date or time and save.
- Drag: drag the appointment to another time in the Schedule.
- Propose another time: under More options you pick one or more times that suit you. The customer gets them by email and chooses one. Until then, Stippa keeps those times free for them. For this, turn on Reschedule proposals under Administration > Modules.
Completing an appointment
Once the customer has been in, choose Complete in the appointment window. Appointments that are over and still on Confirmed are under Appointments > Needs attention, in Not completed. If you'd rather not do this yourself, turn on Auto-complete under Administration > General. More on this in appointment statuses explained.
Cancelling an appointment
Choose Cancel under More options. You can pick a reason, and you decide whether the customer is notified. If there are customers on the waitlist for that time, you also choose what happens to the freed-up slot.
Cancelled appointments stay visible in the overview with the status Cancelled.
Marking an appointment as a no-show
If a customer didn't turn up, choose Mark as no-show under More options. Here too you can pick a reason. It has no effect on the customer's other appointments, but it is tracked in the analytics.
Reinstating or deleting
Reinstate brings back a cancelled appointment or a no-show. It is then on Pending until you confirm it again.
Delete appointment under More options removes an appointment altogether. That can't be undone. If you only want it to lapse, cancel it instead.
Managing appointments in bulk
In the appointment list, tick the rows. A bar appears at the bottom that lets you confirm, cancel, mark as no-show or export the selection. With Rebook you choose per customer whether to propose a new time, move the appointment or call it off.
If an action fails for a few appointments, you see which ones and why. They stay ticked so you can go through them. You don't change recurring appointments in bulk: for those you choose per appointment whether you mean just this one or the whole series.