# New appointment

> The window for creating an appointment: the six panels (client, products and services, calendar, time, staff, workstation or home visit), the compulsory order, the checks and the messages.

Last updated: 22 October 2026. Source: https://narciso.io/en/docs/nuovo-appuntamento/

The **Nuovo Appuntamento** (New Appointment) window is used to create an appointment. The same window, titled **Modifica Appuntamento** (Edit Appointment), is used to edit an existing one (see [Editing and deleting an appointment](https://narciso.io/en/docs/modificare-un-appuntamento/)).

## How to open it

| From where | Result |
|---|---|
| The **Nuovo** button in the calendar | Empty window, with no date or time |
| Click on a free slot of the grid | Window with the date and time already chosen (in day view, also the team member of the column) |

There is no keyboard shortcut. You cannot create an appointment in the past.

## What the window looks like

The window has six panels in two rows of three:

- first row: **Cliente** (Client), **Prodotti / Servizi** (Products / Services), **Calendario** (Calendar);
- second row: **Orario** (Time), **Staff**, **Postazione** (Workstation) (or **Domicilio / In sede**, Home visit / On site).

Under the title there is a summary line, which initially says «Creazione Rapida» (Quick creation). It writes itself as you fill in the form, for example «Mario Rossi · Taglio + Barba · Luca · 12 Jan 10:30». When you choose services, the team member's name in the summary may not match the specialist chosen in the Staff panel: the one in the Staff panel is the one that counts.

At the top right: **CONFERMA** (Confirm) to save and **X** to close without saving. The icons have no tooltips.

> **Warning.** The window closes with the **X** or with a click on the dark background outside the box, **without asking for confirmation**: the data you entered is lost. The **Esc** key does not close it.

### The compulsory order

The panels unlock in sequence. Until you have made the previous choice, the following panels stay blurred and clicking them shows a warning.

| Panel | Unlocks when… | Warning if you click it too early |
|---|---|---|
| Cliente | Always | — |
| Prodotti / Servizi | A client has been chosen | «Seleziona prima un cliente per poter scegliere prodotti e servizi.» (Select a client first to be able to choose products and services.) |
| Calendario | At least one product or service has been chosen | «Seleziona prima un prodotto o un servizio per poter scegliere una data.» (Select a product or a service first to be able to choose a date.) |
| Orario | A service or product and a date have been chosen | «Completa prima la selezione (Servizio e Data) per poter scegliere l'orario.» (Complete the selection (Service and Date) first to be able to choose the time.) |
| Staff (products only) | A product and a date have been chosen | «Seleziona prima un servizio e la data dell'appuntamento per poter scegliere un professionista specifico.» (Select a service and the appointment date first to be able to choose a specific professional.) |
| Staff (with services) | A date and a time have been chosen | The names stay blurred and cannot be clicked |
| Postazione | A service, date, time and specialist have been chosen | A warning appears in the panel («Seleziona prima data, ora e servizio» (Select date, time and service first) or «Seleziona prima lo specialista» (Select the specialist first)) |

If you open the window by clicking on the grid, the date and time are already chosen, but the panels stay blurred until you choose a client and services.

### Search (magnifying glass)

Every panel with a list has a **magnifying glass** at the top right. If you hold the mouse over it for a moment, or click it, a text field opens that filters the list; a small **X** clears the text. When the field is empty and the mouse moves away, the magnifying glass comes back.

| Panel | Field | Searches in |
|---|---|---|
| Cliente | «Cerca cliente...» (Search client...) | First name, surname, email, phone, tax code and loyalty card number. You can type several words («mario ros» finds Mario Rossi). With a single letter the search does not start |
| Prodotti / Servizi | «Cerca prodotto/servizio...» (Search product/service...) | Name of the service or product, in the tab being shown |
| Orario | «Cerca orario...» (Search time...) | Part of the start time («10:» shows 10:00-10:45) |
| Staff | «Cerca staff...» (Search staff...) | First name and surname |
| Postazione | «Cerca postazione...» (Search workstation...) (for home visits «Cerca indirizzo...» (Search address...)) | Name of the workstation or address |

## Cliente panel

- Lists the clients of the active location; it loads in blocks as you scroll. The rows are laid out in side-by-side pages: scroll with the mouse wheel or with the horizontal bar under the list.
- A click on a row selects the client (green row). To change it, click another row: you **cannot clear the selection** without choosing another client.
- The **+** button («Aggiungi nuovo cliente», Add new client) opens the new client form in a side window; when you save it, the client is selected automatically and «Cliente aggiunto con successo» (Client added successfully) appears. If saving fails, the system's message appears, or «Errore durante la creazione del cliente» (Error while creating the client).
- If the search finds nothing, the list stays empty, with no message.

## Prodotti / Servizi panel

- At the top there are two tabs: **Servizi** (Services) (active when the window opens) and **Prodotti** (Products).
- **Servizi**: list of active services. You can choose **more than one**; one click selects, a second click deselects.
- **Prodotti**: list of products for sale with stock available. Products with zero stock, products not meant for sale and custom items do not appear. Once a product is selected, **−** («Diminuisci quantità», Decrease quantity), the number and **+** («Aumenta quantità», Increase quantity) appear. At quantity 1, **−** deselects. **+** stops at the available stock and shows «Disponibilità massima raggiunta per "Nome" (N pz.)» (Maximum availability reached for "Name" (N pcs.)).
- You can also select rows with **Invio** (Enter) or **Barra spaziatrice** (Space bar) after reaching them with **Tab**.
- The **+** button at the top right opens the creation of a new service («Aggiungi nuovo servizio», Add new service) or a new product («Aggiungi nuovo prodotto», Add new product), depending on the active tab. The new item is selected automatically: «Servizio aggiunto con successo» (Service added successfully) or «Prodotto aggiunto con successo» (Product added successfully).
- Services and products can be combined. The products you choose are **reserved**: their stock goes down until the appointment is completed or deleted.
- With **products only** the appointment is a «ritiro prodotti» (product pick-up): shifts and specialists are not checked and it takes 15 minutes.

The **price** of the appointment is the sum of the selling prices of the services plus the price of the products multiplied by the quantity, taken from the price list at the moment you press CONFERMA.

## Calendario panel

A mini-calendar for choosing the day.

- The arrows change the month. The title («gennaio 2026») can be clicked: one click shows the months of the year, a second click a block of 12 years. The mouse wheel changes the month.
- Today's date has a red number. A click on a day selects it.
- If you have chosen **services**, the days on which no qualified specialist is available (nobody on shift, everyone booked, services that cannot be chained) are **grey and struck through**, cannot be selected, and have the tooltip «Nessuno specialista disponibile per i servizi scelti questo giorno» (No specialist available for the chosen services on this day). With products only, no day is struck through.
- If the check fails, all days appear struck through and the error «Impossibile verificare i giorni disponibili. Riprova o segnala il problema.» (Unable to check the available days. Try again or report the problem.) appears: change month or reopen the window.
- Days that have already passed are not struck through, but the appointment would not then be accepted.

## Orario panel

- Lists the start times **every 15 minutes**, shown as «10:00 - 10:45» (start and end calculated from the chosen services; for products only, the end is the start plus 15 minutes).
- With services chosen, the times for which there is no valid combination of specialists are struck through; clicking them shows «Nessuno specialista disponibile per i servizi scelti a questo orario.» (No specialist available for the chosen services at this time.)
- If you change the service or the day and the time you had already chosen is no longer available, it **stays selected**: you find out from the Staff panel or from the refusal when saving.

## Staff panel

**With services.** Once the date and time are chosen, the panel lists who can perform the services at that time: active team members, assigned to the location, qualified for those services, on shift and free. If a single person can do all the services, there is just one entry, «Tutti i servizi scelti» (All the chosen services). If more people are needed, there is one entry for each group of services, with the names separated by « + », and for each one you choose the team member; between one service and the next there can be at most 15 minutes of waiting.

- Narciso chooses automatically: the previous choice if it is still valid, otherwise the first person in the list.
- If an entry has only one candidate, the row is already highlighted and cannot be changed.
- If there is nobody, «Nessuno specialista disponibile per i servizi scelti a questo orario.» (No specialist available for the chosen services at this time.) appears: choose another time or day.

**With products only.** You choose any of the active team members. The shift and qualification are not checked, only that they have no other overlapping appointment: otherwise «Il barbiere è già occupato in questo orario» (The barber is already busy at this time) appears. The pick-up takes 15 minutes.

## Postazione or Domicilio panel

**On site** (default). The panel lists the workstations that are free at the chosen time, in groups: one for each type of workstation required by the services. In each group you choose one workstation; Narciso suggests the first free one.

- While data is missing, a warning appears: «Seleziona prima data, ora e servizio» (Select date, time and service first), «Seleziona prima lo specialista» (Select the specialist first), «Cerco le postazioni libere…» (Looking for free workstations…). If the services do not require workstations: «Questi servizi non richiedono postazioni» (These services do not require workstations).
- If there is no free workstation for a type, the group shows «Non ci sono postazioni disponibili» (There are no workstations available) in red and the appointment cannot be saved («Non ci sono postazioni disponibili: NOME DEL TIPO» (There are no workstations available: NAME OF THE TYPE)): change the time or the specialist.
- Workstations are not created from here: they are managed from Magazzino ▸ Servizi (Stock ▸ Services), in the **Postazioni coinvolte** (Workstations involved) field (see [Services](https://narciso.io/en/docs/servizi/)).

**Home visit.** In the panel title a **Domicilio / In sede** selector appears, only if all the chosen services and all the assigned specialists are available for home visits. With **Domicilio** the list becomes that of the client's addresses. If the client has none: «Il cliente non ha indirizzi a domicilio: aggiungili dalla sua scheda.» (The client has no home-visit addresses: add them from their record.) The same address cannot have two overlapping home-visit appointments. If you later change services or specialists and the home visit is no longer possible, the panel goes back to In sede by itself.

## Saving with CONFERMA

1. Choose the **client**.
2. Choose one or more **services** and/or **products**.
3. Choose the **day**.
4. Choose the **time**.
5. Check or change the suggested **specialist**.
6. Optional: choose the **workstation** or **home visit**.
7. Press **CONFERMA**.

On confirmation Narciso runs checks in this order; the first one that fails shows its message and nothing is saved.

| Message | Meaning |
|---|---|
| Compila tutti i campi (Cliente, Servizio, Staff, Data, Ora) (Fill in all the fields (Client, Service, Staff, Date, Time)) | At least one of the choices is missing |
| Non puoi creare appuntamenti nel passato (You cannot create appointments in the past) | The date and time have already passed |
| Stock insufficiente per "Nome" (disponibili: N, richiesti: M) (Insufficient stock for "Name" (available: N, requested: M)) | The product does not have enough items: reduce the quantity |
| Seleziona l'indirizzo del cliente per l'appuntamento a domicilio (Select the client's address for the home-visit appointment) | Domicilio is chosen but no address |
| Nessuno specialista disponibile per i servizi scelti a questo orario. Scegli un altro orario o giorno. (No specialist available for the chosen services at this time. Choose another time or day.) | At the chosen time there is no valid combination |
| Seleziona uno specialista per ogni servizio. (Select a specialist for each service.) | An entry in the Staff panel has no person |
| Il barbiere è già occupato in questo orario (The barber is already busy at this time) | (Products only) the team member has another overlapping appointment |
| Indirizzo già occupato in questo orario (Address already busy at this time) | The same address is already booked for a home visit |
| Non ci sono postazioni disponibili: NOME DEL TIPO (There are no workstations available: NAME OF THE TYPE) | No free workstation of that type |
| Errore nel salvataggio (Error while saving) | Generic error: try again and, if it persists, report the problem |

If all goes well, «Appuntamento creato con successo» (Appointment created successfully) appears, the window closes and the card appears in the calendar. The appointment is always created with the status **In attesa** (Pending). With several specialists, **a single appointment** is created in several parts, one per specialist.

### Rejections from the final check

If the system's final check rejects the appointment, the message appears as it is. The main ones:

| Message | Meaning |
|---|---|
| Nessuno staff abilitato è disponibile per tutti i servizi richiesti a questo orario (o i tempi non si incatenano entro 15 minuti di attesa tra un servizio e l'altro). Prova un altro orario/giorno, oppure prenota i servizi singolarmente. (No qualified staff member is available for all the requested services at this time (or the timings cannot be chained within 15 minutes of waiting between one service and the next). Try another time/day, or book the services individually.) | No valid combination of qualified, on-shift and free team members |
| Lo staff scelto per "…" non è tra i candidati abilitati e disponibili a questo orario. (The staff member chosen for "…" is not among the qualified and available candidates at this time.) | The chosen person is no longer available (for example, another appointment took them in the meantime) |
| Uno stesso membro dello staff non può coprire due servizi diversi nello stesso appuntamento. (The same staff member cannot cover two different services in the same appointment.) | The same person was chosen for two entries |
| Prodotto non disponibile in questa sede / Postazione non disponibile in questa sede (Product not available in this location / Workstation not available in this location) | The item does not belong to the active location |
| Servizio/i non trovato/i: … (Service(s) not found: …) | A chosen service has been deleted or belongs to another location |
| Uno o più servizi non sono erogabili a domicilio / Uno o più operatori non sono disponibili a domicilio (One or more services cannot be provided at home / One or more operators are not available for home visits) | Home-visit requirements not met |
| Sistema di prenotazione temporaneamente occupato, riprova tra qualche secondo. (Booking system temporarily busy, try again in a few seconds.) | Too many simultaneous requests on the same team member |
| Stock insufficiente per "Nome" (disponibili: N, richiesti: M) | Another appointment has already reserved the items |

## Common problems

| Problem | What to do |
|---|---|
| The Prodotti/Servizi panel is blurred | Choose a client first |
| The calendar is blurred | Choose a service or a product first |
| All the days in the calendar are struck through | Check that the team members qualified for the services have shifts on the Turni (Shifts) page (see [Shifts](https://narciso.io/en/docs/turni/)); or the check error has appeared: try again |
| A time is struck through | No specialist is free: choose another time or another day |
| You cannot choose a workstation | A service, date, time and specialist are needed; if a group says «Non ci sono postazioni disponibili», change the time or the specialist |
| The panel does not show «Domicilio» | The chosen services or specialists are not enabled for home visits: check the service and team member records |
| The window was closed by mistake | The data you entered is lost: reopen it and fill it in again |

## Related entries

- [Calendar](https://narciso.io/en/docs/agenda/)
- [Appointment card](https://narciso.io/en/docs/scheda-appuntamento/)
- [Editing and deleting an appointment](https://narciso.io/en/docs/modificare-un-appuntamento/)
- [Services](https://narciso.io/en/docs/servizi/)