TABLE OF CONTENTS
When opening an appointment via the calendar, the inbox or the reports view you get different actions you can take. All the actions are in the bottom left corner, and they sometimes differ depending on the status.
With the "Send Message" action you can send a personal message via SMS or Email. On both messages, you can attach a file that can be downloaded via the link provided (the file cannot be larger than 25MB).
With the "Add Note" action you can add a private note that will only be visible to you as a staff member.
If you like to attach a file, as a note, to the appointment, you can click the "Attach File" button. It can be found after clicking on "More". The file you attach cannot be larger than 25MB and any file attached, this way, will not be visible to the customer.
If a customer requests an appointment, a change or a cancellation and you did not set it to be automatically approved, you will get the option to either accept or reject the particular request.
If you like to change an appointment, simply click on "Change" and you will be presented with a form that allows you to change the time, date, staff, service type, room and location.
In case you ever have to cancel an appointment, simply click "Cancel". You will be able to change the message content (only on the Grow Plan or higher) of the cancellation message and then complete the process.
If the appointment was booked as part of a series, it will also give you the option to cancel the whole series at once.
If you like to book the same appointment again for a different time or date, then you can click "Book Again", and it will populate a booking form with the same details.
In case you like to record a payment taken outside of 10to8, you can click on "Payment", pick the amount the customer paid and then the source via which you took the payment. Once recorded it will show up in the appointment details.