Appointment Book Views & Icons

The Appointment Book gives you complete control over your scheduling, featuring tools for efficient booking, streamlined staff training, seamless client communication, and quick check-in/check-out processes.

Para acceder a esta función, utilice la barra de búsqueda del banner superior y busque “Appointment Book” or click the calendar icon in the top banner.

Calendar Views

The Appointment Book offers two Calendar Views for flexible scheduling: view by employee columns or by room columns.

Employee View

In the employee view, each scheduled employee has a dedicated column displaying their available hours for the day. This layout enables you to quickly assess employee availability and identify any employee double-bookings.

Room View

In the room view, each treatment room is displayed in its own column, making it easy to monitor availability and identify potential conflicts. For example, you can quickly spot issues such as scheduling two services in the same room within an hour, where only one service or client can be accommodated at a time.

Icono	Descripción
	Empower your team with InFlo’s Smart Search feature to boost sales and product knowledge. Search by name, keywords, dynamic tags, and descriptions across your entire service, product, and package offerings. With quick access to descriptions, prices, and even images, this feature serves as a valuable resource, ensuring your staff is always prepared for informed conversations that demonstrate expertise and confidence in your business.
	View and manage all transactions for the selected day. The number next to the icon indicates how many open transactions require closure, ensuring you stay on top of any pending payments or incomplete transactions. This helps streamline your end-of-day process and ensures that all transactions are properly handled.
	Easily manage your waitlist directly from the appointment book. The number next to the icon shows how many entries are currently on the waiting list for the selected date, giving you a quick overview of demand and helping you efficiently manage client scheduling.
	This tool serves as a guide to help you navigate the appointment book, providing a clear understanding of the different appointment, icons, and alerts you may encounter. It ensures you can quickly interpret the status and details of appointments at a glance.
	The Appointment Book Advanced Search feature streamlines the process of managing and locating appointments. It enables you to filter appointments by various criteria, including status, creation date, appointment date, and the employee the appointment is booked under. You can also view important details such as the customer, service, time, and who made the booking. This feature provides valuable insights into staff performance, service popularity, and booking trends. Additionally, you can access the appointment side directly from the search results, giving you quick access to all features for managing appointments.
	Use this feature to quickly locate a specific customer. Simply type in the customer’s name, and the system will filter out all other appointments on the selected dates, allowing you to focus solely on that customer’s appointments.
Cash Process Summary	Monitor your branch’s daily income effortlessly with this widget. It provides:A breakdown of all payment methods and their respective totals for the day.A total income summary based on the payment methods you’ve selected to include in the calculation.

Appointment Book Icons

The following icons and color cues help you understand the status of appointments and address potential issues efficiently.

Icono	Descripción
Customer Name – Red	Indicates the customer has pending forms unrelated to any services.
Room Name – Red	Signals a conflict where the room is double-booked.
Service Name – Red	Indicates the customer has pending forms linked to that specific service.
	Shows that the staff performing the service has completed their charting process.
	Indicates that the service is linked to another service.
	Signifies that a service note has been added to the appointment.
	Denotes that the appointment was booked online.
	Indicates the customer has an active package, but this appointment hasn’t been assigned to a package visit.
	Confirms that the appointment has been assigned to an active package visit.