Appointments Menu

Accessing the Appointments Menu

1. Navigate to the Booknetic Plugin
   • Open the WordPress Admin Panel and click on Booknetic.

• Select the Appointments tab to open the appointments interface.

Managing Appointments

Editing an Appointment

Locate the Appointment – Use the search or filter functions.

Click on the Options Icon – Open the menu next to the appointment.

Select "Edit" – Modify details such as service, staff, or time.

Save Changes – After you’ve made your changed, click Save to update the booking.

Export Appointments as CSV

Export to CSV – Export your current appointments to a CSV file easily.

Deleting Appointments

• Single Deletion – Open the menu for an appointment and select Delete.

Bulk Deletion – Select multiple appointments and click the Delete button.

Viewing Payment Information

1. Locate the Payment column in the Appointments Menu.

Click the Payment Details icon to view or update transaction information.

Creating a New Appointment

1. Click "New Appointment" in the Appointments Menu.
2. Enter Booking Details In The Appointment Details tab:
   • Category – Select the category which contains the needed service.
   • Service – Select the service being booked. It can be a recurring service, or a regular service, both of the service types are bookable through the appointments menu.
   • Staff Member – Assign a staff member. The options for this section will be available based on the service that you’ve selected.
   • Date and Time – Pick an available slot. If you’ve chosen the recurring service, set up the recurring times to save the appointment.
   • Customer Information – Choose an existing customer or add a new one.
   • Appointment Status – Choose a status for the appointment, including custom statuses* (info: you can add an appointment as approved directly from the booking panel, even if it is a paid service and the customer hasn’t paid for that through the booking panel).
   • Appointment Notes – Leave notes for that specific appointment.

Additional Options:

Extras – Include additional services if applicable.

Custom Forms* – Fill out required fields.

Coupons* – Apply discount codes.

Products* – Add your used/planned products to this appointment.

Enable Notifications:

Activate Run workflows on save to send booking confirmations, or start any other workflow, based on your configuration.

Save Appointment: Click Save to finalize the booking.

Required Additional Add-Ons

The following features mentioned in this documentation with the asterisk next to them require additional add-ons that must be purchased from the Boostore:

• Custom Forms: Enables you to create and manage custom booking forms, allowing for tailored data collection during the booking process.
• Coupons: Allows you to create and manage discount codes for your customers, promoting engagement and incentivizing bookings.
• Products: Adds the ability to manage and sell products alongside services, allowing you to offer physical or digital products during the booking process.
• Custom Appointment Statuses: Provides the ability to create and manage personalized appointment statuses, allowing for better tracking and organization of bookings.