🗓️ How to create an appointment

1️⃣ Access the Schedule

• In the left side menu, click Schedule
• The schedule will be displayed in calendar format, organized by date, time, and collaborator

2️⃣ Select the desired date

• Use the side calendar to choose the appointment day
• The selected date will be highlighted
• You can also navigate using the arrows at the top of the screen

3️⃣ Choose the collaborator

• Each column represents a collaborator
• Make sure to select the correct professional before creating the appointment

4️⃣ Choose an available time slot

• Check the times listed vertically (for example, 12:00, 13:00, 14:00)
• Gray time slots indicate unavailability and cannot be booked
• Click directly on an available time slot for the chosen collaborator

📌 Alternatively, click the ( + ) button in the lower right corner to start the appointment manually.

5️⃣ Fill in the appointment details (Appointment column)

Provide the following information:

• Client: search for an existing client or register a new one
• Service: select the service to be performed
• Collaborator: confirm or change the responsible professional
• Date and time: adjust if necessary

6️⃣ Add notes (optional)

Path: Appointment Notes > Add Note > Save

Use this field for internal information, client preferences, or important service details.

7️⃣ Save the appointment

• Click Schedule
• The appointment will immediately appear in the collaborator’s agenda

Updated on: 12/01/2026