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Appointments

Subject: The short description shown on the Scheduler and appointment lists.

Customer: The customer expected for the appointment.

Employee: The employee whose schedule contains the appointment.

Start On: The appointment’s starting date and time.

End On: The appointment’s ending date and time. Start On and End On are independent fields; changing Start On does not move End On automatically. Review both after changing either value.

All Day: Blocks the employee’s entire day. Find Opening treats the day as unavailable.

Recurrence: Repeats the appointment using the configured recurrence pattern.

Label: The Scheduler color/category assigned to the appointment.

Show Time As: Controls how the time is presented for calendar availability.

Status: The appointment’s current workflow status, such as Scheduled, Confirmed, Canceled, Rescheduled, or Started.

Quoted Amount: The amount quoted before the service begins.

Send Email Reminder: Includes the appointment in the email-reminder workflow when that workflow is configured.

Send Text Message Reminder: Kept for existing records, but text messaging is no longer available in REV23 Desktop. See Text messaging in REV23 Desktop.

Notes: Internal notes attached to the appointment.

Deposits: Deposits associated with this appointment.

Attachments: Images or documents attached to the appointment.

Find Opening: Opens the Free Time Calculator with the appointment information available to the search.

Reschedule: Preserves the original as Rescheduled and places it in the pending-reschedule queue. Finish the move with Find Opening or New Rescheduled Appointment from an empty Scheduler cell.

Start Service: Creates one service from the appointment when the customer arrives.

Start Service Group: Creates several linked services from the appointment. See Service Groups.

Take Deposit: Creates a deposit associated with the appointment.

Add Holidays To Calendar: Adds the predefined holidays for a selected region as all-day appointments. Review the results and remove holidays when the studio remains open, because Find Opening treats them as unavailable days.

See Appointments for Find Opening and rescheduling workflows.