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The Appointments counter is the clienteling booking desk: book a slot for a customer, manage the booking’s lifecycle, and start a sale from it with the customer pre-attached. It opens on the list of appointments with search, status filters and pagination; a row opens a detail sheet.

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Booking

New appointment books a slot with a customer (POST /v1/appointments). Booking requires the sale:create permission. The list is scoped to the current store and associate (GET /v1/appointments).

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Lifecycle

From an appointment you can:
  • Confirm the booking.
  • Complete it once the customer has been seen.
  • Cancel the booking.
  • Mark a no-show.

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Starting a sale

From the detail sheet you can start a sale that pre-attaches the booking’s customer, so you go straight into the basket with the right customer already set.
  • Customers — the customer a booking attaches to.
  • Sell — the sale started from a booking.