Calendar
Creating and moving appointments, blocked time, the waitlist and how to set up the calendar.
Appointments
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Create an appointment
How to create an appointment in the calendar from an empty slot or from Add: pick the client, service, team member and time, with a warning for double bookings.
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Reschedule, change or cancel an appointment
Reschedule an appointment by dragging it, change its services, team member or duration, and cancel with a reason. Each time you choose whether the client is told.
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Schedule a recurring appointment
Make an appointment repeat daily, weekly, monthly or on a rhythm of your own. Saloon skips times that are already taken and tells you straight away.
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Create a group appointment
Book several appointments that belong together, such as a group of friends or a bride with guests, and manage, cancel or check them out together.
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Track the status of an appointment
What the statuses Booked, Confirmed, Arrived, Started, Completed, No-show and Cancelled mean, and what happens when you choose them.
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Add extra time, processing time or buffer time to an appointment
Record per service in an appointment how much time it needs before, during and after. During processing time the team member can help someone else.
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Blocked time
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Add blocked time
Block time in the calendar for a break, a meeting or training: for one team member, several, the whole location or a resource, once or repeating.
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Set up blocked time types
Create fixed kinds of blocked time, such as Lunch or Training, with an icon and a default duration, so your team adds them in one click.
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Views
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View and filter the calendar
Switch between day, 3 days, week and month, choose which team you see, colour by status or team member, zoom in and filter appointments.
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Post a day note for the team
Put a short message for the whole team on a day, such as a delivery or a colleague starting later. It shows above the calendar and on the dashboard.
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Waitlist
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Add a client to the waitlist
Put a client on the waitlist with the days, times and services they want. Clients can also sign up online themselves if you allow it.
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Book a client from the waitlist
Book a client from the waitlist into a time that opened up: pick from the available times or tap a time in the calendar yourself.
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Set up the waitlist
Choose whether Saloon emails clients on the waitlist when a slot opens up, who gets priority and whether clients can sign up online.
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Settings
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Set up time and calendar
Set the time notation, the first day of the week, the default colour of appointments and how processing time and blocked time show in the calendar.
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Set closed periods
Put public holidays, holidays and other closures in the calendar, per location. On closed days clients cannot book online.
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Manage cancellation reasons
Put together the list of reasons your team picks from when cancelling an appointment, so you can see later why appointments did not go ahead.
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Set up resources: rooms and equipment
Record the rooms, chairs and devices a service needs. Saloon assigns a free resource to every appointment and only offers online times when one is free.
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Complete appointments automatically
Let Saloon complete open appointments after they end, so clients get their thank-you, aftercare and review request, even if you do not check out in Saloon.
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