These types of appointments are compatible with spas, salons, and any business that offers services.
This feature requires employee schedules, tables/rooms/stations, and services to be created. Appointments are available on the Welcome by SalesVu app, online webstore, and SalesVu dashboard. The times available for booking appointments are based on the employee’s schedule.
To start with, please follow these steps:
1. Add employees
- Sign into SalesVu.com
- On the left vertical menu, click on the ‘Employees’ tab
- Click on ‘Add Employee’ and complete the profile
- PIN and location must be configured
Please find detailed information on how to create an employee (new user) here.
2. Create schedules for employees
- Sign in to SalesVu.com
- On the left vertical menu, click on the ‘Employees’ tab
- Click on ‘Employee Scheduler’
- Drag on the calendar to create the schedules for each employee until the completion
Please find detailed information on how to create a schedule for employees here.
3. Create tables or workstations using the table layout
- Sign in to SalesVu.com
- On the left vertical menu, click on the 'Appointments' tab
- Click on ‘Layout’
- Add your tables and assign the shape and max capacity until completion
- Assign the employee (staff member) to that table or workstation
4. Create Services
- Sign into SalesVu.com
- On the left vertical menu, click on 'Products and Services'
- Click on 'Add Product'
- Enter the name, price, tax, and category
- Set the 'Type' to 'Service'
- Select the duration of the service (i.e., 1h)
- Set the 'Service type' to 'Appointment'
- For the 'Session Package Type' select 'One Service/Class'
- Select an employee and resource (room) that you created in step #1
- Save the changes
Also, SalesVu has the option to create packages for your services. You can create it with a limited number of sessions (i.e., 10 sessions) or with an unlimited number of sessions until a package expires (i.e., for 1 month).
Please find more detailed information on how to create packages here.