Booking & Scheduling

1. From the side navigation, go to Bookings & appointments and select Bookings.
2. Click the New reservation button (or Created).
3. Select the Customer (or type their name and mobile number to create them on the spot).
4. Select the requested Service; the system automatically populates service duration, price, and deposit amount if configured.
5. Select the Resource (employee, room, device) or choose Any available resource.
6. Pick the Date; the system displays only non-conflicting Available time slots.
7. Click the preferred time slot, and select the Booking source (Reception, Phone, WhatsApp).
8. Click the Save button.

1. On the booking creation screen, select the desired service and date.
2. In the Resource field, choose the Any available resource option.
3. The smart booking engine evaluates all employees or rooms qualified to perform this service and reveals time slots with at least one available resource.
4. Once a time is selected, the booking is automatically assigned to the vacant resource and their schedule is blocked.

1. In the Bookings table, locate the booking with Awaiting payment status.
2. Click the Collect deposit action button to open the payment receipt modal.
3. Enter the received Amount (the service's default deposit displays automatically).
4. Select the Payment method (Cash, CliQ, Card, Bank Transfer) and record the reference if applicable.
5. Click Save; the deposit receipt is recorded (and posted to accounting if enabled), and booking status updates immediately to Confirmed.

1. If the booking is tentative or booked without mandatory deposit requirements.
2. On the Bookings screen, click the Confirm booking action button next to the appointment to open the confirmation modal.
3. The booking status changes to Confirmed, the slot is finalized in the calendar, and a customer reminder is scheduled.

1. When the customer arrives at reception, go to Bookings or Calendar.
2. On the customer's appointment row for today, click the Check in button (or the quick checkmark icon).
3. The booking status changes to Checked in and the actual arrival time is logged.
4. (Note: This action operates offline in the event of reception desk network interruptions).

1. After the appointment time has elapsed without customer arrival or notice.
2. On the Bookings screen, click the Mark as no-show action button to open the confirmation modal.
3. The booking status updates to No-show, and the resource's time slot in the calendar is immediately released.
4. The system automatically increments the No-shows counter on the customer's profile to alert staff on future bookings.

1. In the Bookings table, click the Reschedule action button beside the booking to open the scheduling modal.
2. Select the new date, then choose a new slot from the list of unreserved available times.
3. Click the Confirm button; the appointment is shifted, and an updated schedule notification is sent to the customer.

1. In the Bookings table, click the Cancel booking action button to open the cancellation modal.
2. The modal prompts you to enter the Reason for cancellation (e.g., customer request, employee emergency).
3. Enter the reason and click Confirm; the booking is cancelled, and the resource and calendar slot are freed for other customers.

1. From the side navigation, go to Calendar.
2. You can switch between:

• Day view: displays a column-divided schedule where each column represents a resource or staff member to view team schedules side by side.
• Week view: tracks the schedule of a single resource across the days of the week.

3. Appointments appear color-coded according to status (green for confirmed, yellow for awaiting payment, gray for cancelled).
4. Clicking any appointment opens its details or allows checking in the customer immediately.

1. From the side navigation, enter the Reminders page.
2. The system lists tomorrow's bookings requiring reminders alongside customer name, service, appointment time, and mobile number.
3. Manually: Click the Send WhatsApp button beside any booking to initiate a WhatsApp conversation with pre-filled reminder text.
4. Automatically: When Cloud WhatsApp is integrated from connection settings, the system automatically sends all next-day reminders every evening at 6:00 PM without manual intervention.
5. You can also click the Send all reminders now button to dispatch them simultaneously in batch.

1. From the side navigation, select Services.
2. Click the New service button to open the service creation modal.
3. Enter the Service name and Description.
4. Set the Duration in minutes (e.g., 45 minutes).
5. In the Buffer before and Buffer after fields, specify sanitization or prep time in minutes so the system blocks this time automatically and prevents overlapping bookings.
6. Specify the Price and required Deposit amount.
7. Set Resources that provide this service by selecting qualified staff or rooms, then click Save.

1. Navigate to the Resources menu.
2. Click the New resource button to open the resource modal.
3. Enter the Name (e.g., Dr. Sarah, Room 2, Laser Machine).
4. Set the Type (Employee, Room, Hall, Table, Equipment).
5. Specify the Capacity (enter 1 for an individual employee or private room, or a higher number for group halls and classes).
6. Pick a Color to distinguish this resource's bookings on the calendar screen, then click Save.

1. From the side navigation, select Working hours.
2. Select the Resource whose schedule you want to configure.
3. For each day of the week, click Add period and specify the start time and end time (e.g., 09:00 to 14:00).
4. For split shifts (morning shift and evening shift), click Add period for the same day and enter the second period (e.g., 17:00 to 21:00).
5. Any day left without periods is treated as an official day off for the resource, preventing any bookings.
6. Click the Save working hours button.

1. From the side navigation, go to Time off & holidays.
2. Click the New time off button to open the holiday modal.
3. In the Resource field, select the relevant employee, or leave it blank if the closure covers the Whole business.
4. Set the start date in From date and end date in To date.
5. Specify hours or leave blank to close the All day, and enter the Reason.
6. Click Save; this window is immediately blocked in the booking engine.

1. From the side navigation, select Booking customers.
2. Click New customer to open the modal and record Name, Mobile number, and Email.
3. In the customers table, review the No-shows column and Bookings column to identify committed versus uncommitted clients.

1. Once the service has been rendered to the customer at the facility.
2. On the Bookings screen, locate the booking bearing Checked in status.
3. Click the Complete appointment action button.
4. The booking status turns to Completed, recorded in the successful booking history of both customer and employee.

The reception screen features offline-ready architecture; you can click Check in and the browser will log the timestamp locally. Once internet connectivity is restored, the system synchronizes check-in times to the server without data loss.