Today and finding things

The Today page

Tap Today in the menu. It shows today’s appointments in time order, with counts at the top: Appointments, Arrived or done, Not paid and Forms to do. With more than one person, tap a name to see just their day (Pulosa remembers it on this device). The next appointment is marked Next. Each row shows whether it’s paid (Not paid, Deposit paid or Paid) and where its consent is (Consent form needed, Form sent, not done, Form filled in online, Covered by earlier form or Consent signed). Cancelled appointments are left out and counted underneath.

Arrived, late and no-shows

1. 1When a client walks in, tap Arrived on their row (or in the booking itself). It shows Arrived and the time, on Today and on the calendar, so the practitioner knows they’re waiting. Tapped by mistake? Tap Undo on the message at the bottom of the screen (it shows for a few seconds), or Undo arrived on the row.
2. 2Someone who hasn’t arrived 15 minutes after their start time shows as Late, with a No-show button. No-show stops their reminders and takes anything unpaid out of Finances; you can set it back to booked from the booking.
3. 3Arrived doesn’t change anything else: the booking is still booked until you mark it Completed.

Everything else for a booking

Tap a row, or Open, for the booking window: take payment, start consent, send the form link, change the date or time, mark it completed, refund or cancel. New booking at the top books a client in.

Search

1. 1Tap the search box at the top (the magnifier on a phone), or press Ctrl+K (Cmd+K on a Mac) or / from anywhere.
2. 2Type a client’s name, email or phone number, a treatment, a team member, or a setting in your own words, like deposit, logo, maintenance or password.
3. 3Use the arrow keys and Enter, or tap a result. Settings open on their page with the card outlined, so you see exactly where it is. Bookings open the calendar on that day with the booking open.
4. 4Client and booking details are searched on this device only, inside your unlocked records: nothing is sent anywhere.