# Book Appointments - Admin

{% embed url="<https://youtu.be/pepyUiTM13s?si=71xnFfPfwZTkzs9n>" %}

## How to Book Appointments in Whautomate&#x20;

&#x20;Step 1: Go to the **Whautomate app** and click the **Appointment** menu as shown in the picture👇

<figure><img src="/files/7C1tr5WTGXOE6CGWAL8Y" alt=""><figcaption></figcaption></figure>

Step 2: Click the **Add new** list and select the **Appointment** option

<figure><img src="/files/hVmAwj4azABqJdaBMfoo" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Y3LQTz8uOknpAdK4LJsv" alt=""><figcaption></figcaption></figure>

Step 3:Enter  the **Client name** who wants the appointment

<figure><img src="/files/JVKigRlNmBg5IoorE2Cj" alt=""><figcaption></figcaption></figure>

Note: If you do not have the client details then you can create new client by clicking the **create new client** button

<figure><img src="/files/jmKQj9SfUWW1x5P4GSc9" alt=""><figcaption></figcaption></figure>

Then Enter the **Client name** and **Contact numbers** in their respective places ass as shown in the picture👇&#x20;

<figure><img src="/files/bPze6m587a8U544F4Eyg" alt=""><figcaption></figcaption></figure>

Step 4:Choose the **Staffs** for the Client

<figure><img src="/files/Uo8lNuCPOQrXm0gPl7wF" alt=""><figcaption></figcaption></figure>

Step  5: Enter the **ServiceType** that client  wants in the appointment

<figure><img src="/files/BwFy7HlSUTd5KZrhjaDy" alt=""><figcaption></figcaption></figure>

If  you want to give add on click the **Add ons** Button as shown in the picture👇

<figure><img src="/files/YrQ4boqnx6YrlO0AjzSH" alt=""><figcaption></figcaption></figure>

Then select the Add on you want to add as shown in the picture👇

<figure><img src="/files/h93W8zXaE2e3mMCFsfZJ" alt=""><figcaption></figcaption></figure>

Step 6: Enter the **Appointment type**

<figure><img src="/files/TK2pxmESaVd6mtkLNOw4" alt=""><figcaption></figcaption></figure>

Step 7: Please choose the **Appointment** Date based on the client requirements

<figure><img src="/files/V5wLa26oiyCMWyv2R0Qj" alt=""><figcaption></figcaption></figure>

Step 8: Select the **Start Time** based on the Availability of the Staffs from the Choices given

<figure><img src="/files/QGSgYdFSY1zG7H6T8ehg" alt=""><figcaption></figcaption></figure>

If you Want to add one more Time Slots  then click the **Add Another Time Slot** button and do the same procedure as mentioned above

<figure><img src="/files/1oogh1i0BpkOFv8vAL0x" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/EyFC87FRImJoa5EvNsAq" alt=""><figcaption></figcaption></figure>

Step 9: If you want to add some notes to the appointment then you can  write it in the below mentioned area👇

<figure><img src="/files/pr7rhZwgQwYSlLQfmgsZ" alt=""><figcaption></figcaption></figure>

Step 10: After filling the details click the **Save** button as shown in the picture👇

<figure><img src="/files/3ifdPRWiUfSwg4IVFEYY" alt=""><figcaption></figcaption></figure>

## How to Edit the appointment in whautomate

Step 1:Go to **Whautomate app** and select the **Appointment** menu

<figure><img src="/files/TtdSvTF5q29DGoKReDmE" alt=""><figcaption></figcaption></figure>

Step 2:Click the Appointment which you want to  edit

<figure><img src="/files/3cE8tVPYOpKk5Z7lK4Zp" alt=""><figcaption></figcaption></figure>

Step 3: Click the **Actions** list and Select the **Edit** option

<figure><img src="/files/GwLXM7AFdsQ7hlf6IAb4" alt=""><figcaption></figcaption></figure>

Step 4:After Editing the Appointment please click the **Save** button to save the changes

<figure><img src="/files/xfrYwlIVWPeePu8MAR77" alt=""><figcaption></figcaption></figure>

## How to Cancel the Appointment in Whautomate

Step 1: Go to **Whautomate app** and click  the **Appointment** menu&#x20;

<figure><img src="/files/owCCTU1TmdZzYPQv9oxJ" alt=""><figcaption></figcaption></figure>

Step 2: Select the Appointment you want to Cancel

<figure><img src="/files/3cE8tVPYOpKk5Z7lK4Zp" alt=""><figcaption></figcaption></figure>

Step 3: Click the **Actions** List and choose the **Cancel** option

<figure><img src="/files/me2zkjw8wlsPx3iKsfML" alt=""><figcaption></figcaption></figure>

Step 4:Press the **Confirm** button to cancel the **Appointment**

<figure><img src="/files/tw7WYINm0mgMbRO5jtWr" alt=""><figcaption></figcaption></figure>


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