New appointment

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).

Contents

1. How to open it
2. What the window looks like
   1. The compulsory order
   2. Search (magnifying glass)
3. Cliente panel
4. Prodotti / Servizi panel
5. Calendario panel
6. Orario panel
7. Staff panel
8. Postazione or Domicilio panel
9. Saving with CONFERMA
   1. Rejections from the final check
10. Common problems
11. Related entries

How to open it#

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.

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.

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.

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).

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.

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:

Common problems#

Related entries#

• Calendar
• Appointment card
• Editing and deleting an appointment
• Services