💇‍♀️ Booking an Appointment with Another Staff Member’s Client

Here’s how to book an appointment with a client that belongs to another staff member.

‼️ Note: You must either be an admin user or have been given permission by your admin to view clients of all staff.

✨ Here’s How

1. Open the Calendar

   From the Menu ☰, select Bookings to open your calendar.

2. Select the Appointment Time

   Click on the time slot you want to book — this opens the booking window.

3. Change the Client List to All Staff

   1. At the top of the booking window, you’ll see Clients for [Your Name].

   2. Click your name to see a dropdown list of all staff.

   3. Select a specific staff member to view their clients or choose All Staff to view everyone’s.

4. Select the Client

   From the list, choose the client you want to book.

5. Complete the Booking

   Enter any additional appointment details, then confirm to save the booking.