How to Change my Customer’s Schedule (Visit Time and/or Frequency)

How to Change my Customer’s Schedule (Visit Time and/or Frequency)

To change your customer's schedule, log in to your backend.

There are three places on where to edit this information:
  1. Bookings tab
  2. Recurring Items tab 
  3. Customers tab


Changing Customer's Schedule from the Bookings tab
  1. Click on the schedule that you wish to change.

  1. You can either:
  2. A. Change Schedule - if you only need to change the date and/or time of the booking or
  3. B. Edit Recurring Item - then click on Change Schedule if you need to change the frequency of your customer's booking (weekly, bi-weekly, monthly, etc.)

  1. Don't forget to click on Save.
Changing Customer's Schedule from the Recurring Items tab (changing your customer's booking frequency)
  1. Click on the customer's name that you wish to change.

  1. Click on Change Schedule.

  1. Edit the information that needs to be changed (time, frequency, discount).
  2. Click Save.


Changing Customer's Schedule from the Customers tab
  1. From your customers list, select the customer that you need to make changes to.

  1. From the customer's profile, select the schedule that you need to change.

  1. You can either:
  2. A. Change Schedule - if you only need to change the date and/or time of the booking or
  3. B. Edit Recurring Item - then click on Change Schedule if you need to change the frequency of your customer's booking (weekly, bi-weekly, monthly, etc.)

  1. Don't forget to click on Save.
If you are having issues or are unsure on how to change your customer's schedule, reach out to us, and we will help you with the changes.


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