To schedule an appointment directly on the Trova calendar for an existing client, follow these steps:
Access the Calendar:
- Navigate to the Calendar section on your Trova dashboard.
Select a Time Slot:
- Click on the desired date and time slot where you want to schedule the appointment.
Choose Appointment Type:
- In the pop-up window, select “Client Appointment” as the event type.
Select the Service:
- From the Service dropdown menu, choose the service you will be providing.
Select the Client:
- In the Client field, start typing the name of your existing client.
- Select the client from the list that appears.
Review Appointment Details:
- Confirm the date, time, service, and client details.
For Services Paid at Session Completion:
- Click “Schedule Appointment” to confirm the booking.
For Services Paid in Advance:
- Review the invoice details.
- Click “Schedule Appointment” to proceed.
Final Steps:
- The appointment will now appear on your Trova calendar.
- The client will receive a confirmation email with the appointment details.
Please Note:
- Existing Clients Only: Appointments can only be booked for existing clients using the calendar. To schedule an appointment for a new client, add them to your client list first.
By following these steps, you can efficiently schedule appointments directly on your Trova calendar for your existing clients.