Book step by step
In short
Booking while a client is on the phone: one question at a time, in the order the call goes. Who it's for, what they'd like, when suits them, their number, then you read it back to them.
When a client calls, the conversation already has an order: who they are, what they want, when they can come. Step by step asks the same questions in the same order, one per screen, so you can book without hunting through a form while you talk.
The five questions
- Who's it for?Type the name as they say itYour clients appear as you type, with their last visit. A phone number works too.
- What would they like?Pick the servicesSame as last time picks their last visit's services in one tap and moves on to the time.
- When works for them?Pick a free timeOnly times that fit the whole visit are shown, for the next two weeks.
- What's their number?Only for a new clientThe number tells Scisso whether they have been before.
- Read it backCheck it togetherThen book it, or hold the time if they are not sure yet.
The three cards at the top fill in as you answer. Tap one to go back to that question. Your other answers stay, unless they no longer fit.
Finding a time
Pick a day, then a time. Each day says how many start times are free, and the day a regular client is due is marked. Morning, Afternoon and Evening narrow the list when they say "after work".
Under With you choose who does it. When only one person does everything you picked, they are chosen and the row is not shown. Their usual specialist is chosen for you when they have one. Anyone shows everyone's free times together. If nothing works, Scisso offers the nearest times, or the same day with someone else.
New or existing client
If they are new, the number screen asks for their number and their first and last name. If the number already belongs to a client of the shop, Scisso says whose it is and you book them instead. No second record is made. You can leave the number empty when they don't want to give one. They just won't get a confirmation text.
A new client is only saved when you book or put them on the waitlist, so a call that ends without either leaves nothing behind.
When nothing suits them
Put them on the waitlist takes what you already have: the client, the services and who with. Say whether earlier or later days work for them, and add any note, and they wait under Open now until a time frees up. Nothing is texted from the waitlist.
Using it every time
Step by step opens when you tap +, an empty slot or a free gap. To always open a different form, change it in your profile, under App:
Where to find it
Values shown for an example shop.
How you add appointments
Which form opens when you tap + or an empty slot to add an appointment.
You can also switch on the spot: the menu in the corner (the icon with a small arrow) opens Pick from lists, Type a title, Block time or the Waitlist. The day and time you started from come with you. What you answered does not.
Related
See it with your own shop
Start a free trial and set things up the way this guide describes.
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