Checkout & Close Appointments – Calendar View

Overview

This guide explains how to complete an appointment checkout starting from the Calendar view. Use this method when handling appointments from any date range or when you prefer a visual, date-based layout.

Steps:

1. Go to Calendar View

   • From the left-hand menu, select Appointments > Calendar. 

   • Confirm you’re viewing the correct date, week, or month using the date selector and navigation arrows.
     Tip: If you don’t see the appointment, adjust the date range or switch between day/week/month view.
     
     

2. Locate the Appointment

   • Find the correct appointment block in the calendar grid.
     
     

3. Open the Appointment Details

   • Click the appointment to open its detail pop-up.
     
     

4. Select “Generate Bill”

   • In the pop-up, click Generate Bill.

   • This will open the invoice creation screen.
     
     

5. Review & Adjust the Invoice

   • Check the customer name, services, quantities, and pricing.

   • Make any necessary adjustments before proceeding.
     
     

6. Complete the Checkout

   • Choose one of the following:

     • Accept Payment – process payment immediately. 

     • Email Invoice – send the invoice to the customer for payment. 

     • Save Invoice – save for later processing.