Associates and managers can create appointments on behalf of clients directly from the client profile. This is ideal for phone bookings, walk in scheduling, follow up visits, or when a client requests an appointment during a conversation.
How to Create an Appointment from a Client Profile
Navigate to Clients from the top menu
Search for and select the client
Stay on the Quick View tab
Locate the Appointments section
Click the + icon next to Appointments
Complete the appointment form
Click Save
Appointment Form Fields
When creating an appointment from a client profile, the following fields are available:
| Field | Required | Description |
|---|---|---|
| Store | Yes | Select the store location |
| Date | Yes | Choose the appointment date |
| Time | Yes | Select from available time slots based on store hours |
| Type | Yes | Select the appointment type such as Consultation or Personal Shopping |
| Status | No | Defaults to Assigned when created by staff |
| Associate | Yes | Pre populated with the client’s assigned associate if one exists |
| Notes | No | Add internal notes related to the appointment |
Key Behaviors
Pre Populated Associate
When an appointment is created from a client profile, the Associate field automatically populates with the client’s assigned associate if one is set. This can be changed before saving if needed.
Status Defaults to Assigned
Appointments created by staff default to Assigned status. This differs from online bookings, which arrive as Requested, since staff are creating and assigning the appointment in one step.
Time Slot Availability
Available time slots are determined by:
Store hours for the selected location
Same day appointment settings that control minimum advance booking
The selected appointment date
Note: The Time field remains disabled until a date is selected.
When to Use This Feature
| Scenario | Use Case |
|---|---|
| Phone booking | Client calls to schedule an appointment |
| In store scheduling | Walk in client schedules a future visit |
| Follow up appointment | Book the next visit after completing an appointment |
| Message request | Client requests an appointment via text or email |
| Manager scheduling | Manager schedules appointments on behalf of the team |
What Happens After You Save
After saving the appointment:
The appointment is created with Assigned status
A confirmation message is sent to the client if appointment messages are enabled
The appointment appears on the Today page and All Appointments
The assigned associate can view the appointment on their dashboard
The client profile displays the appointment in the Appointments section
Viewing Client Appointments
From the client profile, you can:
View upcoming appointments in the Quick View tab
Click VIEW ALL to see all past and future appointments
Review appointment history in the Activity tab
Tips for Staff
Review the client profile before creating the appointment
Add notes that will help the associate prepare
Confirm the correct associate is assigned
Double check the date and time with the client before saving