Articles on: Appointy 9.0

MySpace

**My Space Screen**



Once your Appointy account is all set up, the default screen that appears when you log in is the MySpace screen. The MySpace screen is designed in a way that you can view and manage your daily business from this single screen. This makes working with Appointy faster and efficient since you don’t have to switch through tabs repeatedly.

This article gives you a complete overview of the functions that you can perform right from the MySpace screen.


The MySpace single-screen management allows you to:

View upcoming appointments for the day and total revenue
Print the day’s schedule with a single click




View schedule for any day by choosing a date from the datepicker with a click. Dates on which one or more appointments are scheduled are marked with a green dot in the calendar.




Filter appointments on the basis of Service, Staff, and Appointment Type.


View appointment details by clicking on the “Details” button. From there you can also perform the following functions:

Email the client
Set Status
Reschedule appointment
Cancel appointment
Request a review from your customer
Book another appointment for same service and time 8. Add and delete payment for the appointment
Add notes to the appointment
Edit client details (Mouse over on the client name to edit)11. Print or Email a receipt
Add and Edit payment detail




View notifications from the Notification Centre. From here, you can also view:**

List of appointments booked with your business. You can also filter these appointments on the basis of Appointment Type.
New Registrations
New reviews
Connected devices with your Appointy account. You can also revoke access to these devices from here.




Click on (+) button to perform multiple tasks.


Book an appointment using the Quick-add button
Add a new service using the Quick-add button
Add a new Staff using the Quick-add button
Add a new location using the Quick-add button
Create a new Gift Certificate using the Quick-add button
Add a new customer using the Quick-add button
Create a new Discount Coupon using the Quick-add button
Block a date or a time slot on the calendar


Updated on: 04/02/2021

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