How does the screen for viewing and changing a salon appointment work?
- Answer
Click an appointment in the calendar. You first see the Reservation information window with the buttons to set the guest to Arrived or Left, to cancel or to send an email. With Open reservation you open the full screen to change the appointment.
- Where to find it
Menu > Reservations (or Salon in the POS) > click an appointment (
/SalonReservation/UpdateReservation). The same screen also exists at/SalonReservation/Update, which the Cancellations and Refunds overview lists, among others, open.- Explanation
Reservation information window. At the top are four tabs: Overview, Attachment, Reservation list and Internal memo. At the bottom left is Cancel, in the middle More (with the other buttons) and on the right the main button. The main button is Arrived if the appointment is still open, and Left if the guest is Arrived; after that Open reservation appears. Under Overview are the tabs Overview, Reservation (down) payments and Reservation process. Full screen. At the top is the Status of the appointment and who made it (Created by), below it the tabs Overview and Attachment(s). You change the fields and save with Save.
- Buttons and settings
Name What it does When you use it Note Arrived Main button in Reservation information: sets the appointment to Arrived, after a confirmation. When the guest walks in. After that you can no longer cancel the appointment in this window. Left Main button when the guest is Arrived: sets the appointment to Left, after a confirmation. When the treatment is finished. The end time of the appointment (and of the workstation) then becomes the current time. Open reservation Main button when there is no next status: opens the full screen. To change something. - Cancel Cancels the appointment. Jimani first asks Cancel your reservation? and Are you sure you want to cancel the reservation?, and then for a reason (Reason for cancellation). When the guest does not come or cancels. The button is off with the explanation Guest is already inside; can no longer be cancelled, or Completed; can no longer be cancelled. More Opens the other buttons. On a narrow screen. - Order Opens the POS with the appointment's bill. When the guest is ready for the POS. Only if the guest is Arrived and the appointment day is today. Schedule a new appointment Opens the Make a new appointment window for a follow-up appointment. When the guest is Left and comes back. See the article about a follow-up appointment. Next appointment Goes to the follow-up appointment that has already been scheduled. To view it. - Send email Sends the confirmation to the guest again, after the question Resend the confirmation to the guest?. When the guest has lost the confirmation. Only if the guest has an email address. Print receipt Prints the appointment on the receipt printer. For a paper receipt. Only with a linked receipt printer. Print (PDF) Opens the confirmation as a PDF. For a printout. Only if the confirmation has already been made. Status Choose the appointment's status, at the top of the full screen. To set someone to Arrived, Left or No-show. Jimani first asks for confirmation. Created by Who made the appointment. Cannot be changed. For information. - Treatment group The appointment's target group. To switch the treatment. If you switch the group, you then choose a Treatment again. Treatment The treatment. To switch. The price and end time follow. Time The day. Next to the label is Opening hours. To reschedule. - From The start time. To reschedule. Via Available times you choose a free time. Until The end time. - - Employees The employee. To switch. If the employee is busy at the new time, This employee already has an appointment at this time follows. Workstations The workstation. To switch. Without a workstation you get No chair selected!. Passer-by (no guest details) Yes/No: the appointment without guest details. For a passer-by. - Check in now Sets the appointment straight to Arrived with the current time. When the guest is here now. Only visible if the setting for the salon is on. Language The guest's language. To send the confirmation in the right language. - Reservation name The name on the appointment. To correct. - Internal memo A note for yourself; also a tab in Reservation information with Save. For a point of attention. The guest does not see the memo. Add to quote Tick next to the Internal memo. - Only this name appears on the screen. Total amount The appointment's total including VAT. For checking. - Total VAT The VAT amount in the payment window. - - Attachment(s) Tab with documents for the appointment: Date, Subject, Description and Invoice number. With the plus you add one. For a file with the appointment. - Add file Choose the file you keep with the appointment, in the Add window (Reservation document, Upload). For a photo or document. - Subject The attachment's subject. Always for an attachment. - Description An explanation of the attachment. Optional. - Save Stores the changes. In the attachment window it stores the attachment. After every change. - - Related
How do I change or reschedule an appointment?, How do I set a customer to Arrived or Left?, How do I cancel an appointment?
- What can I do when I click an appointment in the calendar?
- How do I open the full screen of an appointment?
- Can I send an email from an appointment?
- How do I set the customer to arrived or left?
Keywords: change appointment salon, reschedule appointment, set guest arrived, view appointment, appointment attachment, resend confirmation
Last checked: 2026-10-16
Translated from the Dutch knowledge base; the Dutch version is leading.