Use this article to book an appointment for a customer on your Stackably terminal. The steps are the same on the Sunmi P3H and the Sunmi P3 Mix; on the P3 Mix the calendar and the time slots sit side by side instead of one above the other. We will book a Kid's Haircut with Lauren Drost for 29 September at 10:30 AM, with a Scalp Massage add-on. For bookings for a family member or pet, add-ons, free services and rescheduling, see Booking variations on the P3H and P3 Mix terminals; to ring up a walk-in and take payment straight away, see Walk-in services on the P3H and P3 Mix terminals.
How do I start a booking?
To start a booking, open the Services tab and tap the card for the service. The booking screen opens with the service name at the top and a back arrow that returns to the list. The screen is one long page with numbered sections; scroll down as you complete each one:
Customer – shows Guest until you attach a customer; tap Add to pick or create one. A customer is required before the appointment can be scheduled.
Select Staff – one card per employee who performs this service. Tap the employee the customer wants.
Each employee card shows the price and duration of the service with that employee.
How do I attach a customer to the appointment?
To attach a customer, tap Add on the Customer row. The Add Member sheet opens:
Search name or phone – type part of a name or phone number to narrow the list.
+ – opens the Add New Guest form for someone who is not in the list yet.
The customer list – tap a name to attach that customer.
To create a new customer, tap the + button, then:
Enter the First name.
Enter the Last name.
Enter the Phone number.
Tap Add Guest.
Cancel returns to the list without creating anyone.
The Customer row now shows the customer's name with a Change link, which lets you pick someone else, and a + Appointment For link for booking on behalf of a linked family member or pet.
How do I choose the employee, date and time?
To choose the employee, tap their card under Select Staff. The section changes to Select Employee and shows just that employee with a Change link. The Select Date section then appears:
Customer row – the attached customer.
Change – each card has its own Change link: the one on the Customer row picks a different customer and the one on the employee card picks a different employee.
The calendar – tap the day you want. Days before today are greyed out and cannot be booked, today is highlighted, and a green dot under a date means that day already has appointments. Use the arrows or the month and year menus to move to another month.
Below the calendar, Select Time lists the start times available for that day. Tap the one the customer wants; it turns blue.
On the P3 Mix the calendar and the time grid sit side by side:
What are the Extras and the How did you hear about us? question?
Below the time slots, the Extras section has two optional lists that open when you tap them:
Service Add Ons – extra services that can be added to this appointment, each showing the extra time and price it adds. Tap one to select it; the heading changes to show how many are selected.
Tap an add-on to select it; a tick appears and the price at the bottom of the screen updates.
Product Add Ons – retail products from your product list that you want to sell with the appointment.
Under the Extras, How did you hear about us? offers a row of choices such as Google, Friend or Family, Social Media, Walk-by and Other. Tap one to record it; it is saved as a note on the appointment. The bar at the very bottom of the screen summarises the booking so far – the service, its price, any add-ons, the employee, the date and the time – above two buttons:
Friend or Family and the other chips – the customer's answer.
The summary – check the service, add-on, employee, date and time here before you book.
Schedule – books the appointment for the chosen date and time.
Add to Order – skips scheduling and puts the service straight into an order so you can take payment now; see Walk-in services on the P3H and P3 Mix terminals.
How do I schedule the appointment?
To schedule the appointment, tap Schedule. The terminal confirms Appointment scheduled and opens the Review Appointment sheet:
Who the appointment is for, the employee, the date, the time and the duration.
Cash Price and Card Price – with dual pricing both prices are shown, for example $35.00 cash and $36.40 card for a $35.00 appointment.
Notes – the answer to How did you hear about us?
Confirm – closes the review and leaves the appointment on the schedule. Cancel Appointment removes it.
Pay – takes payment now, if the customer wants to pay in advance.
Tap Confirm. The appointment now appears in the Scheduled view under its day, with an UNPAID badge until it is paid.
Note: If you tap Schedule before attaching a customer, the Customer section shows No Guest selected. Add a customer and try again. Tap Add, pick the customer and tap Schedule again.
