Rebooking an Appointment

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.

Rebooking and Replicating

From the booking details more menu, Pointa provides:

  • Rebook
    Used to create the customer’s next appointment a set number of weeks ahead.

  • Replicate
    Used to copy the booking details into a new booking.

Rebook is useful for repeat appointments, such as rebooking a customer in 4, 6, or 8 weeks.

Replicate is useful when you want to copy the structure of the booking but choose the date and time yourself.

On selecting your appropriate rebook method, you are allowed the opportunity to make any necessary edits to the booking before selecting Save.

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Appointment Book Setup

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Cancelling a Booking