SimpleSpa Documentation Current release v4.823

The SimpleSpa Calendar is designed to show your entire business schedule, with all your appointments, and all your staff in a single window. Depending on the status of an appointment the color will change accordingly i.e. a completed appointment will appear Green unless you customize and change the color in your settings. The white slots are free slots, and you can, the grey slots are non-working hours, and breaks a lighter color of non-working slots. Appointments can be dragged to different time slots and even assigned to different staff simply by dragging, and each appointment is clickable.

SimpleSpa allows you to book an appointment with three different ways, and two really simple wizards to book fast and efficiently

Directly from the calendar click on any available 'white' slot in the calendar view for a staff you will get a wizard window, this is our fastest appointment booking wizard with two basic steps, the first step you select the service, and the second step is to add the customer information, you can either search for a customer or add their information if it is a new client. The last step is to confirm and make the booking.

Top Left Plus Button this brings another easy wizard where you select the service category, the next step you select a service within that category, and then the staff which specializes in the service offered, the date and time is selected according to availability in the next window, and then you need to search for or enter your clients information. Finally the last step is to confirm and make the booking.

Multi Button this was designed as an easy way to create multiple service appointments for the same client from a single window, i.e. a client may want to do both hair and nails, and booking via this window is easier to create that in a single window.
* Note if a client is booked for multiple services in the same day your POS/Checkout will automatically detect that and add all the services offered and complete all appointments

Each appointment has a distinctive status. You can update this status by selecting any appointment and then clicking on the blue dropdown on the upper right of the popup. Automatic status paid will be assigned if an appointment has been completed directly using the Pay Now button. Confirmed status will be automatically assigned if client has confirmed their appointment from their respective notifications (if the [CONFIRM] tag is used in the email or SMS appointment reminder). Cancelled status will be respectively applied if again a client cancels from their reminder link (if the [CONFIRM] tag is used). Typically clients that do not show up on their appointment, you can select the NO-SHOW status; NO-SHOW and status CANCELLED will open up your calendar for any potential online bookings during that time slot.

SimpleSpa supports notes for each respective appointment, click on an appointment from the appointments page and then press Edit to add/edit any notes for the respective appointment. Note are rich text if you would like format the specific notes with bullets, or bold you can do so by pressing the respective buttons on the editor.

To process and record a transaction simply click the all services your client has been scheduled for that day will show up in the POS, and you can record the transaction for that appointment, the appointment will show up as being 'Paid'

Block out slots in the appointment calendar by simply selecting two or more slots directly on the calendar (to select two or more slots click and drag from the start slot to the desired end slot), a popup will appear prompting to either block or create an appointment. Once a block has been set these slots will no longer be available for your online bookings. Within SimpleSpa using the appointment wizard to schedule a new appointment during the allocated times will show as being occupied with an option to overbook.

Note that Blocks can be setup to allocate up to an entire single calendar day, blocks do not span over a single day period. To create multiple day blocks you can consider cloning the block (see Cloning a Block)

Once a block has been created, clicking the block will give you a few options to edit the description if needed, to delete and to also copy/clone the block which will create a duplicate block for the same time/date. Once a copy has been made, you can then drag to another staff and if the calendar is set to Weekly View the block can be dragged to another date.