What is the Difference?
You are using Volo for all your scheduling and billing 1 thing to remember is that a member isn't charged until the status of the appointment is marked to Done. To change a status to Done you need to check in the appointment and you can do that 2 different ways. Here is the difference.
Checking In a client from either the appointment screen or through the check in tab sends this appointment to the clients account so that it can be invoiced at a later date.
Close Day is essentially a mass check in for everyone on that day. Closing the day will send all the appointments that have not been checked-in on the schedule for that day to the accounts of the members who were booked into each appointment.
Before closing the day, check to make sure all the appointments for that day are correct, and simply go to the Admin tab, choose the date you would like to close, and click Close.
If the day has already been closed and you need to make changes,
- Go to the Admin tab
- Click Open
- Go to the schedule and make the changes you need to
- Go back to Admin and find the date you need to close
- Hit Close.
This will adjust the items in question on account, or add/subtract items from packages on account.
Q: My clients don't want to get the "Book appointment confirmation" or "Appointment reminder" emails what can I do?
A: The client chooses, or you choose for them, if they want to receive booking confirmation/appointment reminder emails by selecting email in the reminder field on their profile. They will only receive these emails if you have turned on your automated emails.
To turn on your automated emails go to:
- Setup
- Personalize
- You will see a tick box on the left side of each of the automated emails tick/turn on the ones that you want to enable
- Save your changes
This is a great feature to make sure that your clients are getting the information that they need about their appointments with no work on your part.