Editing a Booking
Clicking a booking opens the booking details window.
Depending on the booking, this may show:
Customer
Staff member
Phone number
Email address
Date and time
Services
Notes
Deposit paid
Linked sale
Booking status icons
If SMS is enabled, a message button may appear beside the customer phone number.
For customer bookings, the customer menu can be used to:
Edit Customer
View Records
See Customers for more detail on customer records and history.
To edit a booking:
Click the booking on the Appointment Book.
Click Edit.
Make the required changes.
Click Save.
Bookings in the past cannot be edited.
If a sale has already been completed for the booking, take care before changing services or staff assignments. Pointa may warn you because changing a completed appointment can affect the sale history and staff attribution.
Moving or Resizing a Booking
Bookings can be moved by dragging them to a new time or staff column. Pointa will update the booking when it is dropped into the new position.
To change a booking's duration, hover over the bottom edge of the booking until the resize cursor appears, then click and drag the end of the booking up or down to shorten or extend the finish time, where appropriate.
Pointa will prevent or warn about some changes, including:
Moving a booking to a staff member who is not rostered that day
Moving a booking to a staff member who cannot perform the booked services
Changing staff after the sale has already been completed
Creating conflicts or overlaps
Booking outside rostered or business hours, depending on settings
Past bookings cannot be dragged or resized.