The calendar is the main tool for organising appointments in Treatwell Pro and is the first screen that appears after logging in. From here you can manage schedules, bookings, daily appointment summaries and staff shifts.
Agenda overview
In the top bar you will find, in order from left to right
the calendar (by clicking on it, you can navigate through the days and months of the year)
the updated timetable;
the menu for the daily or weekly calendar view;
active flash promo (with the remaining duration of the initiative);
daily overview of expected takings, appointments and cancellations;
side menu access button
On the left edge of the diary, in the vertical axis, the hours are indicated. The diary will have the opening time at the top and the closing time at the bottom.
The thinner horizontal lines graphically divide the time into 15-minute slots, while the thicker lines indicate the hours. It is only possible to enter an appointment at the lines (i.e. at :00, :15, :30 and :45).
The green line indicates the current time and corresponds to the time shown on the top bar. The time is synchronised with the time of the medium you are using.
The agenda columns indicate the co-workers: the names of the staff members are shown on the first line at the top. Clicking on a name opens a co-worker menu through which certain conditions can be changed (e.g. report presence or absence, force working hours, indicate leave or illness).
The portion of the agenda marked in grey indicates the times when the employee is not active. Appointments cannot be entered in these sections, nor can they be moved from other operators' columns.
Meaning of the appointment colours
Appointments in the calendar are displayed in different colours, each with a specific meaning:
Blue: the appointment was entered by the salon directly from the agenda
Red: the appointment was booked online by a client
Orange: the appointment was made by a customer who requested a specific member of staff
Green: the customer's appointment has started and he is now in the salon
Grey: the client finished the appointment and left
Daily or weekly screen
Screens are indispensable for speeding up and facilitating actions within the agenda. With the view in daily mode, you can see the day's appointments of all staff on a single page.
Through this interface it is easier to identify the availability of a team member and to enter the required appointments in his column.
Moving an appointment to a different day is easier when using the weekly screen: thanks to this view, the transfer is quicker and avoids scrolling through the daily agenda day by day.
Furthermore, the 'weekly' mode allows you to filter the appointments of one or more staff members by selecting the names of the staff members from the dedicated drop-down menu next to the display mode. Thanks to this functionality, it is much easier and faster to identify the long-term availability of a staff member and to organise appointments for the whole week.
Side menu
The Treatwell Pro menu can be called up by clicking on the three lines at the top right of the screen. once open, you can navigate through the other Treatwell Pro features.
