Changing appointments in pay screen to reflect on the appointment calendar
A guest may be booked in for a particular service, but when they arrive at the salon they may have a different service performed. Currently, we have to change the appointment in the appointment book screen to reflect the changes (upgrades/changes/downgrades) before we can pay the appointment. Could we please have the ability to make the changes in the pay screen, and in turn this then update the appointment book to reflect what has actually been charged for. If the stylists forget to change the appointment before paying we get left with appointments that are checked in but never appearing as paid.
definitely need this!
When a client books a foil but end up getting a balayage, for instance, then we go to check them out, if we remove the foil and add the balayage the appointment stays the”checked-in” color and can lead us to believe the client may not have been checked out.
Lauren Nemecek commented
We just zero out the service that wasn't performed and add the one that was in the pay screen. That way our time isn't eaten up by adjusting the books, but the pay through reflects the services actually received.
Jaylianne Escobedo commented
It would be great if upon completion of payment, the appointment would shrink up to that time if it had been booked out for longer than needed....instead of still taking up space.*** it would give a clearer visual indication that the stylist is now available, as well as reflect accurately on their utilisation reports, and make onlne booking possible duing that "now available" time. As a salon owner, I am aware you can manualy do it, however often times it is left..and can leave stylists unproductive taking unnecesary breaks, or a few less driven stylists will catch on that they can block longer time than necessary to create wanted idle time.)
Sachiko Reece commented
Yes, and when you add it in the checkout, to not have it mark as a no show even though it’s been paid for.
Weekly Report Email DefaultLastName commented
When you go to the payment screen and change or add a service in that screen and the client pays, it does not reflect on the appointment screen. So any kind of add ons do not show up, and if we have to go back and verify a full service what the appointment screen is showing is not always a accurate reflection.
Lucinda Metson commented
This is a great idea also when staff make the appointment block larger will be useful to track sign in that has done this.
Pam Email commented
this would be very useful
Also, the capability to input their services in a pay screen and not have it edit the appointment for the day. For instance, if they add a gloss or treatment, it edits the appointment instead of just being able to add it to the pay screen so then the schedule gets messed up.
Currently we have to double click on the appointment then change the entire appointment, then go into the pay screen and add any other add on services. It's way too many clicks and so much time wasted!
If you delete the main appointment on the pay screen when you go back to the calendar it still shows up and looks unpaid.
This needs to be streamlined and consistent. You should not have to change the appointment first before going into the pay screen. All changes should be made on the pay screen when the guest checks out.
I would like the option to edit the service or product description from the pay screen
Our salon offers 5, 10 and 20 dollar upgrades. I would like when we cash clients out to be able to add the name of the upgrade they were given after the service description which which say $20 upgrade.
Paula McHugh commented
Maybe you know this already but thought I’d share in case, If you click on the service in pay screen & change it then it will close bill & look paid! If you add a new service then delete old one then it leaves bill on appt page looking like it’s unpaid!
Agreed. I like looking at the book end of day and seeing everything closed out. Currently any changes make our calendar look like a mess!