How to Read Appointment Pop-Up on Main Calendar Screen?

When you hover over appointments on the main calendar screen, there will be a pop-up with the appointment and client summary information. While most of its content is self-explanatory, some entries might need a bit of clarification, so read on.

In this article:

• Client Appointment
• Personal Appointment
• Group Appointment

Client Appointment Information

The Client Appointment pop-up includes the following information: 

• Client information: name, client ID, mobile phone number, email address, and date of birth;
• Invoice number and the total amount of the invoice linked with this appointment;
• appointment information: duration, location, service name, appointment comments, appointments statistics, referrer name, and referral date
  • Appointments: the total number of appointments created during this client's lifetime in your account;
  • YEAR: the number of appointments created this year, with the status of Confirmed, Arrived, or Completed (i.e. provided to the client)
• icons at the bottom of the pop-up with the following information:
  • bell icon: appointment reminder status
  • currency icon: shows the account balance of the client. (When appointments are marked with dark-colored flags, the red currency icon is replaced with a white currency icon on the appointment for better visibility.)
  • recurring appointment
  • SMS messaging panel and a shortcut to it

Personal Appointment Information

This pop-up contains

• title of the personal appointment
• duration and location
• appointment notes/description

Group Appointment Information

The Group Appointment pop-up contains

• Group Name
• Duration and Location of the appointment
• list of existing participant clients and the status of their appointment
• appointment notes - if available