shortcuts fusion use tags · tags are a handy tool used to provide extra information about a client...
TRANSCRIPT
H O M E & M O B I L E
B A R B E R
S P A
C L I N I C
B E A U T Y
H A I R
M U L T I - S I T E W A L K- I N
SHORTCUTS FUSION
APPOINTMENT BOOKUSING TAGS
Last updated 1 July 2016
By Erin Lewis
Product: Shortcuts Fusion
Software version no: 8.0.16.1
Document version no: 1.0
Country: Australia
CONTENTSADDING A TAG TO AN APPOINTMENT ........................................... 1
CREATING, EDITING AND DELETING A TAG .................................. 3
ABOUT THIS DOCUMENT
Tags are a handy tool used to provide extra information about a client at a glance on the Appointment Book. The tags feature allows you to create labels up to 4 characters long, which will be displayed in the top left corner of your appointment blocks. Tags can be fully customised to suit your business needs; they could represent anything from a new client to an online booking - it’s totally up to you. For example, if you wanted to set up a tag for clients requesting an employee, you could create a tag called ‘REQ’.
Page 1
1Click on the main menu.
2Click on the appointments icon.
AA tag is displayed in the top left corner of an appointment.
3Navigate to the desired day on the Appointment Book.
4Click on the relevant time slot in the relevant employee’s column.
ADDING A TAG TO AN APPOINTMENT
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A
Page 2
5Select the relevant client.
6Click done.
7Select the relevant tag.
8Click done. Continue with selecting the desired services and making the appointment as usual.
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Page 3
1Click on the main menu.
2Click on the appointments icon.
3Click on the relevant cell on the Appointment Book.
CREATING, EDITING AND DELETING A TAG
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Page 4
4Select a client.
5Click done.
6If you want to create a tag, click new.
Enter the name and a description for the tag.
Click done.
7If you want to edit a tag, select the tag and click edit.
Enter the new tag name or description.
Click done.
8If you want to delete a tag, select the tag and click delete.
Click yes to confirm.
9When you’re finished, click done to continue adding the selected tag to an appointment, or click cancel to exit the tag window.
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