How do I create appointments?

In this article, you'll learn how to enter appointments in your Shore calendar. To get started, just click on the desired time in your calendar to open the appointment window.

Step 1: Select a customer or create a new customer profile

1. Start typing the name of the customer in the text field. If there is a matching entry in the database, you can select the name from the dropdown menu.
2. If the customer hasn’t been added to the database yet, click on + Create new customer.
   
3. Once you’ve selected a customer, you can always open the customer profile in a separate window by clicking on View Details. This way you can add or update information, notes or even customer groups while you create the appointment.
4. If you have stored the customer's email address, you can send an automated appointment confirmation. Disable the option if you don't want to send a notification.
5. If you want, you can add a personal message to the email confirmation.
   

Step 2: Enter a service and employee

1. Select the desired service.
2. Under "Employees/Resources", you can select the employee in charge of the appointment. If you use "resources" such as rooms or tables that will be blocked by the appointment, enter these here as well. This is especially important if the combination of employees and rooms is enabled.
3. Click on Add service to add another service to the appointment.
   

Edit the start and end time

The duration of the appointment is calculated automatically based on the duration of the service. If you only added one service, you can adapt the duration manually. Click on Repeat appointment to create a recurring appointment.

Learn more about recurring appointments

Step 4: Add attachments (optional)

If necessary, you can add up to 5 attachments with a maximum size of 5MB each to your appointment. Valid file formats are JPG, PNG, and PDF.

Step 5: Create the appointment

Click on Create Appointment to save the appointment in your calendar.