Creating a booking from the Client Screen

1. Search for Client
2. Book Appointment

Search for Client

1. Click "Clients".
2. Search for the client name. You can search by Name, Email, Phone Number or Address.
   • If your company has a bigger database of stored clients you can click on the drop down box to the right of the search field and choose an option to specifically search for an email or a phone number.
3. Select the client.

From the client record, click "Book Appointment".

This will bring you to the booking screen.

Note: Since you are navigating from the client screen, the customer's information will automatically populate on the Booking Screen, but you will need to select the contact and address.