Q: 💳 How to register an advance payment when creating an appointment

1️⃣ Start creating the appointment <ul> <li>Access the Schedule tab</li> <li>Click an available time slot or the ( + ) button</li> <li>Fill in the appointment details as usual</li> </ul> 2️⃣ Go to the payment step <ul> <li>During creation, proceed to the Payment screen</li> <li>Here you can register an advance payment</li> </ul> 3️⃣ Choose the payment method <ul> <li>Select one of the available options</li> </ul> 4️⃣ Enter a discount (if applicable) <ul> <li>In the Discount field, choose:</li> <li>Percentage (%) or</li> <li>Fixed amount (R$)</li> <li>Adjust using the minus and plus buttons or by typing the valu</li> </ul> 5️⃣ Review the total amount <ul> <li>The system automatically recalculates the total</li> </ul> 6️⃣ Complete the advance payment <ul> <li>Click Finish</li> <li>The payment will be recorded as an advance payment on the appointment</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/-/6/e/a/5/6ea5fc48ba53fc00/image_1061kg6.png" alt="" />

Q: 🗂️ APPOINTMENT STATUS

Control and organization by status By clicking on an appointment, you can change its status to indicate its current stage: <ol> <li>Click the desired appointment directly on the schedule.</li> <li>In the appointment details, check the upper right corner.</li> <li>Click the current status button (for example, Scheduled).</li> <li>A dropdown menu will appear with the following options:</li> </ol> <ul> <li>📅 Scheduled: created and awaiting confirmation or service</li> <li>✅ Confirmed: client confirmed attendance</li> <li>⏳ In progress: service has started</li> <li>✔️ Completed: service successfully finished</li> <li>❌ Canceled: appointment canceled and will not take place</li> <li>🚫 No-show: client did not attend</li> <li> These statuses help keep daily services organized and under control.</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/-/6/e/a/5/6ea5fc48ba53fc00/image_1thiqm4.png" alt="" />

Q: Service Registration and Management

The Catalog tab is where you register and organize all your services. In this section, you can create categories to improve visualization and manage important details such as pricing, duration, responsible professionals, service status, and availability for online booking. Keeping the catalog up to date ensures faster service and helps prevent scheduling errors. <img src="https://storage.crisp.chat/users/helpdesk/website/-/6/e/a/5/6ea5fc48ba53fc00/image_nc57mf.png" alt="" />

Q: 📎 How to add attachments to a client record

<ol> <li>Go to Clients &gt; New clients.</li> <li>Select the desired client.</li> <li>Click Attachments &gt; + New attachment.</li> <li>Drag and drop files or select documents in .png, .jpg, or .pdf formats.</li> <li>Click Save.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/-/6/e/a/5/6ea5fc48ba53fc00/image_1m1ca6z.png" alt="" />

Question 1

💳 How to register an advance payment when creating an appointment

Accepted Answer

1️⃣ Start creating the appointment

Access the Schedule tab
Click an available time slot or the ( + ) button
Fill in the appointment details as usual

2️⃣ Go to the payment step

During creation, proceed to the Payment screen
Here you can register an advance payment

3️⃣ Choose the payment method

Select one of the available options

4️⃣ Enter a discount (if applicable)

In the Discount field, choose:
Percentage (%) or
Fixed amount (R$)
Adjust using the minus and plus buttons or by typing the valu

5️⃣ Review the total amount

The system automatically recalculates the total

6️⃣ Complete the advance payment

Click Finish
The payment will be recorded as an advance payment on the appointment

Question 2

🗂️ APPOINTMENT STATUS

Accepted Answer

Control and organization by status

By clicking on an appointment, you can change its status to indicate its current stage:

Click the desired appointment directly on the schedule.
In the appointment details, check the upper right corner.
Click the current status button (for example, Scheduled).
A dropdown menu will appear with the following options:

📅 Scheduled: created and awaiting confirmation or service
✅ Confirmed: client confirmed attendance
⏳ In progress: service has started
✔️ Completed: service successfully finished
❌ Canceled: appointment canceled and will not take place
🚫 No-show: client did not attend
These statuses help keep daily services organized and under control.

Question 3

Service Registration and Management

Accepted Answer

The Catalog tab is where you register and organize all your services. In this section, you can create categories to improve visualization and manage important details such as pricing, duration, responsible professionals, service status, and availability for online booking. Keeping the catalog up to date ensures faster service and helps prevent scheduling errors.

Question 4

📎 How to add attachments to a client record

Accepted Answer

Go to Clients > New clients.
Select the desired client.
Click Attachments > + New attachment.
Drag and drop files or select documents in .png, .jpg, or .pdf formats.
Click Save.

Question 5

📍 Location

Accepted Answer

Here you define where clients can find your business. Simply enter the address or place name to set the location correctly.

Tip: Filling in the location accurately improves search results and future integrations.

To edit your location, follow these steps:

Go to Settings > Registration Data.
Next to Business Details, select Edit.
In the Location field, update your address or location information.
Save the changes.

Question 6

🧾 Tab: Registration Data

Accepted Answer

In this tab, you manage the main account and business information.

👤 Administrator information

This section contains the details of the account owner, such as name, phone number, and email address. These details are important for account identification and support-related contact. Tip: Keep this information up to date to avoid communication issues.

🏢 Business details

In this section, you configure your company’s official information, which may be displayed to clients. Main fields:

Company name: your business trade name
Business phone: number used to contact clients
CNPJ: company tax identification
Email: main business email

When editing, you can:

Update company details
Change phone number, email, or CNPJ
Adjust the location
Save or cancel the changes

Tip: Review all information before saving to ensure the data shown to clients is correct.

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