To book a member in for an appointment from the Dashboard, follow these steps:
1. Locate the appointment slot in your calendar. To do this:
- Under the 'Event Type' Filter, uncheck all.
- Under the 'Trainer' Filter, tick only the trainer you wish to book the member in for.
- Under the second filter, select 'display non-booked' appointments. This will give you a clear view of the available appointments with this trainer.
2. Click into the appointment slot you would like to book the member in for.
3. Click the 'new booking' button in the top right corner of the screen.
4. Search for the member and click on their name.
5. Select the payment method and enter the amount. Click proceed with transaction. If the member is on a service credit based package, simply click 'Use Credit'.