User Guides

Creating an Appointment

1. 1. Navigate to the Appointments section in your dashboard
2. 2. Click the "New Appointment" button
3. 3. Select a client from your client list
4. 4. Choose the service from your service catalog
5. 5. Select date and time
6. 6. Add any relevant notes
7. 7. Save the appointment

Managing Appointment Status

• • View appointment details by clicking on any appointment
• • Update status to: Pending, Completed, or Cancelled
• • Add or edit notes as needed
• • Track appointment history in the client's profile

Adding and Managing Clients

1. 1. Go to the Clients section
2. 2. Click "Add New Client"
3. 3. Fill in client details:
   • • Name and contact information
   • • Notes and preferences
   • • Any specific requirements
4. 4. Save the client profile

Tracking Client History

• • View appointment history
• • Track spending patterns
• • Monitor service preferences
• • Update client notes as needed

Understanding Your Dashboard

• • View key metrics at a glance
• • Track weekly performance
• • Monitor revenue trends
• • Analyze client retention rates
• • Review appointment completion statistics

Using Analytics for Growth

• • Identify peak booking times
• • Track popular services
• • Monitor client satisfaction through completion rates
• • Make data-driven business decisions