How do I create a new appointment?
Q: I want to start 30 minutes appointments and I need to set this up in Volo, how do I do this?
A: To create new appointments it is a 2 step process, 1st you create the inventory that you would sell to the client for a single appointment and then you create the appointment and link it to the inventory item.
Step 1: Create Items
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Click Setup
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Click Inventory
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Click Products
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Click Add New
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Fill in the appropriate fields, remember for count it is either a specific amount (for product) or unlimited (for services)
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If it is a service make sure to tick the service box for it to track properly off the schedules
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Click OK
Step 2: Create Appointment
- Click Setup
- Click Schedules
- Click edit next to the schedule you want to add an appointment to
- Scroll to the bottom
- Fill in the name of the appointment you want to see in the book appointment screen
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Select the color for the appointment to be displayed on the screen
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Select duration of the appointment
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Select the Link to item to link it to the appropriate invoice item
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Select the link to cancel $ to link it to the appropriate cancellation invoice item
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If you bill the trainer for this type of appointment click the bill trainer box
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Click Add, repeat as many times as needed
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Click Ok to save changes