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Creating an Appointment

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Creating an Appointment

When you need to schedule anything from an employee meeting to a style consultation to a taste testing, the PayGo Calendar makes it easy to add, edit and track new appointments.

To add an appointment to your software, open your central Events & Classes screen, accessed via the Menu. On this screen, click the New Appointment button at the top of the screen. This will open your Appointment Setup screen.

On the Appointment Setup screen, you will see the Appointment Info box with several fields to fill in. 

Subject: This is where you can enter the name or subject for the appointment you’re creating. Next to this field, you will see a drop-down field labeled For, where you can choose which member of your staff the appointment applies to. Underneath this field, there are fields where you can add the Start Date and End Date of your appointment, as well as its Start Time and End Time.

Description: In this field, you can enter a quick description or synopsis of what the appointment will be about.

Site: This is a drop-down field that will allow you to choose which store or site your appointment will be taking place at.

When you’re finished entering in all the above information, click the Save button at the top of the screen. Your appointment will now be viewable in the Events & Classes screen.

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