The agenda: new appointment and editing

The agenda updates itself

The agenda (day view, week view and planning) updates itself every minute while it's open; new bookings appear highlighted. If you have a form open, the update waits until you've finished.

Step 1 — New appointment

Tap New appointment and choose the Type: Booking service (e.g. a haircut with a staff member) or Resource (table, beach umbrella, station). Each field shows the value you've chosen: tap it and pick from the list, which closes by itself. The form remembers the last choice made for your shop.

Step 2 — Day and time

• Timed tables and stations: choose the date, the Arrival time and the duration.
• What you see depends on how the resource is set up: by the hour, half-day or full day.
• Half day: choose morning or afternoon.
• Full day or period: choose the From and To dates. If you move the first date past the second, the second updates itself.

You only see the times you can actually choose. If nothing is left on that day, you'll see “No times available on this day. Please choose another day.”

Step 3 — Customer, people and resource

Type the customer's name, email or phone number and the number of people: the list of resources shows the capacity (e.g. “Table 1 · 4 seats”). If no resource is big enough, a red warning appears; for tables you can combine more than one (see Combining multiple tables). The price only appears if the resource or service is paid.

Step 4 — Save

After Save the panel closes, the agenda goes to the day of the booking and highlights it for a few seconds. The confirmation message shows the customer, table and time.

Editing an appointment

Open the appointment and tap Edit appointment: you can change the customer, date and time, duration, service, staff member, resource, people, notes and price. Puntify checks that everything is free (if not, it tells you the resource is already booked) and, if the time changes, lets the customer know by email. If the booking is already paid, the price can no longer be changed.

Bookings added by hand and customer data

If you manually enter the email or phone number of a Puntify user who isn't your customer yet, the booking is created, the customer receives a confirmation and a reminder, and sees it in their app. However, their profile details only open up once the booking has taken place and been paid (Paid) and you've credited their points.