In MINDBODY Express®, appointments are booked directly from the Schedule screen. Once a booking is made, you simply need to tap on the scheduled appointment to access additional management options.
Read on for a description of each of these options, where they are located on the Appointment Details screen, and how you can use them to manage your schedule.
- Appointment schedule
- Appointment details
- Contact options
- Modifying appointments
- Pay for Appointment
- Appointment Notes
- Appointment Status
- Cancelling Appointments
- Using Liability Waivers
Booked appointments on the Schedule screen display the client's name and appointment type, and are color coded according to the status of the appointment (i.e., booked, confirmed, completed, or no-show). This matches what is displayed in your MINDBODY software, so you can easily manage your schedule no matter where you are.
Tap on a scheduled appointment to view additional details and see the appointment management options. Any client alerts you have assigned to the client profile will appear at the top of this screen.
At the top of the screen, you'll have the option to Call or Message (via email or text message) the client.
- Sending a text message requires a Mobile Phone Number to be stored in the client's profile.
- When multiple phone numbers are stored, you'll have the option to choose a specific number.
Tap the pencil icon to modify an appointment.
This allows you to edit the following details:
- Appointment type
- Staff member assigned
- Any appointment notes
The process of checking out an appointment will differ slightly depending on whether the client has previously purchased a pricing option.
If the client has not purchased a valid pricing option, you'll see a single Check Out button in orange. Tapping this button will open a sales ticket for the client, allowing you to choose a pricing option for the appointment and complete the transaction.
If the client already has a pricing option that can pay for the appointment, then you'll see an Apply Payment button as well. This option allows you to allocate a pricing option to a future appointment without actually completing it.
If you don't need to apply payment, you can still simply tap Check Out to complete the appointment.
Tap Add notes to enter appointment notes. If you use formula notes, you'll see this section here as well.
Tap the Confirm and Arrive buttons at the bottom of the screen to change the appointment status.
These statuses are strictly informational; they will change the color of the booked appointment on your schedule, but they do not mark the appointment as completed.
Tap the trash can icon at the bottom left-hand corner of the screen to open the cancellation menu.
If the appointment has not been completed, the only option will be to early cancel. If the appointment has been completed or payment has been applied, you can also choose to late cancel the appointment.
The difference? Late cancelling deducts a session from the client's pricing option, while early cancelling does not.