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Managing Appointments

This section is where you'll manage your appointments for the current day. From here we can view the current schedule, create new appointments, remove appointments, and enter a mix for an existing appointment.

to filter the Appointments by status, use the tabs at the top of the list. See below for an explanation of what each Appointment Status means

Creating an Appointment

This feature will not be available if you have salon software integration or restricted scheduling enabled. See Restricted Scheduling for more details

  1. Starting from the Appointments List, access the Customer List by tapping the button in the bottom-right corner of your screen
  2. Find the desired Customer in the list

    It's usually fastest to use the Search at the top of the Customer List to search by the customer's name, phone number, or email. But feel free to scroll through the list to find the customer you're looking for

  3. Tap the Customer's name (or anywhere on the row) to navigate to the customer's profile
  4. Select either Mix Now to start mixing immediately or Schedule to mix at a later time

Appointment Status

An appointment can have one of the following statuses:

  • SCHEDULED the initial status when the appointment is created. Services may be added, but no product has been dispensed
  • ACTIVE the user has begun the mix and product has been dispensed into at least one of the formulas
  • COMPLETED all formulas have been either reweighed or discarded and the appointment has been marked as Completed either through the Vish Color Bar, Vish Front Desk, or through your salon's POS system (if integration has been enabled). If needed a user can resume a Completed appointment
  • CHECKED OUT the appointment has been checked out either through the Vish Front Desk or your salon's POS system (if integration has been enabled). This appointment has been finalized and no further work can take place for this appointment

Completing an Appointment

When all formulas in an appointment have been reweighed (or discarded, as necessary), you are ready to Complete an appointment. Doing so will move the appointment to move it to the Completed tab and let the front desk know an appointment is ready to be Checked Out

  1. From the appointments list, tap the More Options icon for a particular appointment
  2. Select Complete Appointment

An appointment can only be completed if all Formulas in the appointment have been either reweighed or discarded

Removing an Appointment

In the case that an appointment was created by mistake, or the appointment has been cancelled, you may want to remove the appointment from your schedule:

  1. From the appointments list, tap the More Options icon for the desired appointment
  2. Select Remove Appointment

An appointment can only be removed if it is empty: either it contains no services, or if it contains services, the services must themselves be empty (i.e. no product has been dispensed into any formula)