Appointment card

The appointment card is the summary window that opens with a click on a card in the calendar (see Calendar). It is used to read the appointment's data, change its status, go to the Cassa (Cash desk), edit it or cancel it.

It closes with the X at the top right, with the Esc key or with a click on the dark background, without asking for confirmation. If a confirmation request is open (for example to cancel), Esc also closes the card underneath.

Contents

1. What it shows
   1. The header
   2. The four key data
   3. Allergies and conditions
   4. Details, status and notes
2. The appointment status
3. The buttons at the bottom
   1. Annulla
   2. Modifica
   3. Checkout
4. Common problems
5. Related entries

What it shows#

The header#

• In small type: «APPUNTAMENTO · » (APPOINTMENT) followed by the first eight letters of the appointment's internal code, as a reference.
• In large type: the client's first name and surname.
• A line with the client's phone (or «Nessun telefono» (No phone)), the age (if the date of birth is known; it is calculated on the years of birth and may differ by one) and «Cliente abituale» (Regular client) or «Nuovo cliente» (New client) with the visit number («1ª visita», «2ª visita»…) (1st visit, 2nd visit…).

For a moment after opening, until the client's record has arrived, «—» appears in place of the data: the data appears by itself. If the client has been deleted or does not belong to the active location, they stay «—». If you press Checkout in this case, the Cassa opens with no client chosen.

A client is regular when they have at least three paid visits; otherwise they are «Nuovo» (New). The visit number counts the paid visits plus that of the open appointment, if it has not been paid yet.

The four key data#

Allergies and conditions#

If the client has recorded allergies or skin conditions, an amber strip appears: allergies are red pills with a pulsing dot, skin conditions amber pills. The values come from the client's record, in the health notes (see Clients); empty values or «nessuna», «no», «n/a» are not shown. If the pills do not fit you scroll them with the arrows that appear at the sides. The pills cannot be clicked. Allergies must be entered in the client's record, not here.

Details, status and notes#

Prenotato via (Booked via) shows the channel the booking came from: Gestionale, Sito web (Website), WhatsApp, Instagram, Facebook, Telegram or TikTok. Data prenotazione (Booking date) shows the day and time of creation («Sconosciuta» (Unknown) if missing).

The appointment notes and the technical notes of the client record are read-only. If they are missing, «Nessuna nota per questo appuntamento.» (No notes for this appointment.) and «Nessuna nota tecnica registrata.» (No technical notes recorded.) appear. The creation window has no notes field: the notes come from other channels, for example from bookings made by the bot or by the client.

The appointment status#

Five circles with an icon and a name: In attesa (Pending), Confermato (Confirmed), Completato (Completed), Assente (No-show), Annullato (Cancelled). The one for the current status has a coloured ring.

• A click on a status different from the current one saves straight away and shows «Stato appuntamento aggiornato» (Appointment status updated); if it fails: «Errore durante l'aggiornamento dello stato» (Error while updating the status).
• On an appointment that has already been paid the status cannot be reopened: «Questo appuntamento è già stato incassato: per riaprirlo elimina prima la vendita in Cassa.» (This appointment has already been paid: to reopen it, first delete the sale in the Cassa.) appears.
• Assente and Annullato free the reserved products (they become available again in stock) and the space in the calendar for other bookings.
• Moving an appointment from Assente or Annullato back to In attesa or Confermato puts it back in the calendar and Narciso checks it again like a new booking: if the time has been taken in the meantime, the change may be refused.

The buttons at the bottom#

Annulla#

It puts the appointment into the Annullato status, after the confirmation «Sei sicuro di voler annullare questo appuntamento?» (Are you sure you want to cancel this appointment?) (buttons Indietro (Back) and Annulla appuntamento (Cancel appointment)). The appointment is not erased: it stays in the history with the red X, frees the space in the calendar and returns the reserved products to stock. It can be put back to In attesa or Confermato from the status circles. After cancelling, «Appuntamento annullato» (Appointment cancelled) appears and the card closes. If there are problems: «Errore durante l'annullamento» (Error while cancelling). The button does not appear on appointments that are already Completato.

Permanent deletion (with the Conferma Eliminazione (Confirm Deletion) window) is done only from Modifica (see Editing and deleting an appointment).

Modifica#

It turns the card into the Modifica Appuntamento (Edit Appointment) window (see Editing and deleting an appointment).

Checkout#

The Checkout takes the appointment to the Cassa to be paid.

1. Press Checkout: the button becomes «In corso...» (In progress...) and the others turn off. For about a second and a half the status circles light up one after the other, stopping on Completato.
2. After a short pause the Cassa page opens (see Cash desk) with the client and all the services and products of the appointment already chosen, each with its quantity, at the current list price. The price may therefore differ from the one saved in the appointment.
3. The appointment does not become Completato at that moment: it becomes so by itself when payment is recorded in the Cassa. If you close the Cassa without taking payment, the appointment stays as it was.

Common problems#

Related entries#

• Calendar
• Editing and deleting an appointment
• New appointment
• Cash desk