Use this article to work with appointments that are already booked, whether they were booked on the terminal or in Stackably. Everything starts from the Review Appointment sheet, which opens when you tap an appointment in the Scheduled, Calendar or Completed view. We will use a Consult Service booked for Aubrey Stuart with Rebekah Shirey. The screens are the same on the Sunmi P3H and the Sunmi P3 Mix.
How do I open an appointment?
To open an appointment, tap the Services tab, tap the view selector and choose Scheduled, then tap the appointment's card. You can also tap a date in the Calendar view and tap the card under Scheduled, or open a finished appointment from the Completed view. The Review Appointment sheet slides up:
The details – the service, who it is with (the employee), who it is for (the customer), the date, the time and the duration.
Cash Price and Card Price – with dual pricing both prices are shown, for example $25.00 cash and $26.00 card.
Mark Complete – tap to record that the service has been done.
Cancel Appointment – removes the appointment.
Reschedule – moves it to another employee, date or time.
Pay – takes payment for the appointment.
On the P3 Mix the sheet spreads the details across two columns:
Tap the dimmed area above the sheet to close it without changing anything.
How do I cancel an appointment?
To cancel, tap Cancel Appointment. A confirmation box warns that the action cannot be undone:
Cancel appointment? – the confirmation.
No, keep it – closes the box and keeps the appointment.
Yes, cancel – removes the appointment from the schedule.
How do I mark an appointment complete?
To mark an appointment complete once the service has been done, tap Mark Complete on the review sheet. The box ticks and reads Marked complete, the Cancel Appointment and Reschedule buttons disappear, and the appointment moves from the Scheduled view to the Completed view. Only Pay remains, so you can take payment as the customer leaves.
Marked complete – the ticked box.
Pay – still available for an unpaid appointment.
Note: Marking an appointment complete does not record a payment. A completed appointment keeps its UNPAID badge in the Completed view until it is paid.
How do I take payment for an appointment?
To take payment, tap Pay on the Review Appointment sheet. The payment screen opens with an order number for the appointment and the customer already attached:
Customer – filled in from the appointment.
Card – shows the card price, $26.00 for this $25.00 appointment.
Cash – shows the cash price, $25.00.
Pay – confirms the selected method and shows its amount.
Choose the method and tap Pay. Cash opens the Cash Payment screen with the received buttons and change due; Card asks the customer to tap, insert or swipe. Every method finishes on the Payment Approved screen with the receipt options, and the appointment's badge changes from UNPAID to PAID. The full payment steps are in Quick Sale on the P3H and P3 Mix terminals.
Note: Screenshots and videos for this article come from the terminal in test mode, so card payments are simulated with a Simulate Approval button rather than a live card read.
How do I filter appointments by paid and unpaid?
In the Scheduled view, tap Paid or Unpaid at the top of the list to show only those appointments, and All to show everything again. This is the quickest way to see who still owes for an appointment before they leave.
Tip: An appointment can be paid before, during or after it is marked complete. If a customer pays when they book, tap Pay on the Review Appointment sheet straight after scheduling.