Create group appointments

1. 1

   In the Calendar, click an empty time slot. In the panel that opens, click the New appointment title and choose New group appointment.

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2. 2

   For the First appointment, click Add primary contact and choose a client, or leave it empty for a walk-in. Set the Start time, add services and choose the team member for each one. Add any Client Notes.

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3. 3

   Tick Notify client via email or text to send this client their own confirmation, then click Save appointment.

4. 4

   Click Add appointment and repeat for each person in the group. Each appointment can have its own start time, services and team member.

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5. 5

   Check the date at the top, and add a Group note about the booking as a whole if you need one.

6. 6

   Click Book appointments.

Each appointment appears on the calendar with a group icon.

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Before booking, use the menu on an appointment card to Edit it, Make primary contact or Remove it from the group.

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The first client you add becomes the primary contact. The primary contact:

• pays when you check out the whole group, and pays group deposits
• is charged the cancellation fee when the whole group is cancelled
• can't be cancelled, deleted or removed on their own while others are still in the group

A walk-in can't be the primary contact. If everyone in the group is a walk-in, the group has no primary contact until a client joins.

You can also group appointments that are already on the calendar.

1. 1

   Click the appointment on the calendar to open it.

2. 2

   Click the more options (three dots) button at the bottom and choose Add to group.

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3. 3

   Choose a group booked on the same day, or New group appointment to start a new group with this appointment.

To add more people to a group that's already booked, see Manage group appointments.