'Appointments' is a useful tool if you want to keep track of the services you have with your customers. Adding an appointment takes just a few easy steps.

To start, go to 'Appointments' on the left-side menu. On the 'Appointments' page click 'Add Appointment':

In the 'New Appointment' window, fill out the information about the appointment by adding a customer, selecting a service from your price list, and assigning an employee.

You may add more than one service to the appointment, click 'Add service' to do that. The appointment can also be set as a repeated action by selecting the appropriate frequency period.

By default, your customer will get a notification letting them know about the appointment you're creating. You can turn them off by unchecking the 'Notify customer' boxes.

Once everything is set, click 'Save'.

The new appointment will be displayed on the 'Appointments' page, the calendar, and map (if it is a mobile appointment).

Clicking on the three dots menu at the end of the row allows you to perform a number of actions: the appointment can be canceled or marked as finished. You can also send a review request link, edit, clone, archive, or delete it

By clicking anywhere on the row you will enter the appointment management screen. All the actions mentioned above are also available in the top right corner. There is also an option of creating a task associated with the appointment (to learn more about tasks check out the 'Adding a Task' article):

The appointment management screen allows sending messages to the customer by clicking on the message sign icon in the customer information field. You can also add notes, files, and payments:

In the payment form select the payment method and the invoice associated with the appointment:

If a refund has to be made to the customer, click on 'Refund' in the 'Payments' field: