Appointments are now LIVE (23/11/2020)

SRNA Appointments are now LIVE!

Using appointments in SRNA is quite easy and hassle-free, in order to add appointments for different customers just navigate to the Appointments button in the SRNA left sidebar and click on the "New Appointment" button in the top left hand of the screen!

Below are the new SRNA Appointment features:

We have designed and built a brand new appointments management solution into SRNA POS!

When you navigate the appointments page, you will see a calendar where you can view any appointments booked, create new appointments and edit or delete existing appointments. This calendar will automatically refresh every 2 minutes.

Creating Appointments
Click the new appointment button atop the calendar view. This should bring up a ‘Create New Appointment’ pop-up dialogue.

Customer: The customer which has booked in an appointment
Assigned To: The staff member who will be tending to the appointment
Appointment Type: The reason for the appointment (type of appointment)
Appointment Name: An optional name which can be entered for the appointment
Start Time: The time at which the appointment will start
Duration: How long the appointment will go for

Note: After clicking the submit button, depending on the email options a pop-up dialogue may open asking whether you would like to send an email to the customer. 

Viewing Appointment Details
To view the details of a booked-in appointment, left-click the appointment you wish to see the details of and a pop-up dialogue will open, displaying the details of the appointment. Here is an example:


On the pop-up dialogue, you can click the customer name to view customer, as well as edit or delete the appointment.

Editing an Appointment

Editing an appointment in SRNA is quick and easy just follow these steps:

1. Click on the appointment which you would like to edit
2. Make the appropriate changes
3. Click the green submit button

Deleting an Appointment
To delete an appointment, like editing, you need to bring up the event details pop-up dialogue by clicking on the event. Click on the red delete button to delete; you’ll be prompted with a confirmation dialogue, click ‘yes’ to delete or ‘no’ to not to delete the appointment. This action cannot be undone. After clicking yes, as with the edit and create actions and depending on the store options, you may be asked to send an email to the customer.

Steps to activate SRNA Appointments

1. Click the settings (cog icon) in the left menu bar
2. Select the store settings option
3. Select the store you would like to apply this to
4. Scroll down to the appointments settings section and click on the enable button 
5. Scroll down the rest of the page until you find the save button, then click it.
6. Voila! You now have appointments enabled in your store, enjoy!

Configuring The Appointments Module

With the appointments module, there are some more adjustments you can make to customize the usability of the appointments module. These settings include availability ranges and email settings. The settings can be found within the store settings of the store you want to edit the appointments of. Here is what the panel should look like:



As you can see in the above image, you can set what start and end times you want to allow for appointments as well as if you want your staff being able to send emails on an appointment action or if you want it to send an email with a separate configuration automatically.

Email Settings

The email settings can be set to Do Not Allow Sending Email, which will prevent any emails being sent to the customer whenever a booking is created, edited or deleted.

The Allow to Send email will prompt your staff members asking them if they want to email the customer upon creating, editing or deleting an appointment.

With the automatic option selected the customer and store will receive an email when the appointment is made, edited and deleted.

Guides

Please read this guide provided for appointments, to understand all the appointments features in detail:

• Appointments