Schedule and appointments (Manager)
View the schedule
From Manager you can:
- View appointments by day, professional, or business view.
- Create new appointments (walk-in or assisted booking).
- Reschedule, cancel, or change professional/service according to permissions.
Rules you should know
- The professional’s hours take priority over the business hours.
- You cannot schedule in the past.
- Service duration and configured intervals define the available slots.
- If there is a previous operating day not closed (Z Closure), the system may ask you to close it before scheduling, selling, or opening the cash register on a new day. You can still charge appointments for that pending day.
- After serving the client, use Bill from the appointment detail. A draft does not count as paid and will still block Z Closure.
Appointment statuses
Keep appointments up to date (confirmed, in service, completed, canceled, no-show, etc.). That feeds:
- Payments and sales.
- Commissions.
- End-of-day close.
- Reports.
Coordination with Pro and Care
- The client books in Care / portal → it appears in Manager and in the professional’s Pro.
- The professional updates service in Pro → the business sees the status in Manager.
- Payments and cash register are recorded in Manager (mobile or web).
Cycle help: Schedule → charge → cash → Z Closure.