In this guide, we'll cover how to edit an appointment using the Pabau iOS app.
Step 1: Launch the Pabau Go iOS App
Start by launching the Pabau Go app on your iOS device and logging into your Pabau account using your credentials.
Step 2: Access the Calendar
Tap Calendar at the bottom of the screen. In the calendar view, you will see your shifts and bookings for the day.
To switch to a different day, use the date picker at the top of the screen.
To filter the calendar, tap the hamburger menu in the top left corner. Here, you can:
- Switch to room, week, or month view.
- Select the locations and employees you want displayed.
Step 3: Select the Appointment
Locate the appointment you wish to edit and tap on it.
Step 4: Modify the Appointment Details
This will open the appointment details menu. You can modify the following:
- Client Name: Clicking on the client's name will open their client card.
- Shopping Cart Icon: This opens the Point of Sale with the client and service fields prepopulated based on the appointment details.
- Stop Icon: Use this to cancel the appointment.
- Checkmark Icon: Change the status of the appointment here.
- Two Clockwise Arrows Icon: Rebook the appointment with the same details (client, service, staff member, etc.).
- Share Icon: Select a treatment form to fill out.
- Single Arrow Icon: Use this to reschedule the appointment.
Additional actions within the appointment editing modal:
- Change Service: Press on the existing service name to select a different one, or change the duration of the booked service.
- Add Service: Press 'Add service' to include an additional service for the appointment.
- Client Details Section: Call or email the client if you have these details stored in their client card.
- Notes Section: Add notes related to the appointment by pressing inside the Notes section.
Step 5: Save the Changes
Changes to the appointment are applied as you make them. Once you're finished, tap 'Close' in the top left corner of the editing modal to return to the Calendar.
That’s how you can easily edit an appointment using the Pabau iOS app.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.