# 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FKmVOo4TQ9KKIjmnezWBA%2FScreenshot%201-4-2024%20at%2011.09%20AM%20(1).png?alt=media&#x26;token=403c715d-4d7c-4a93-8c78-d24734e96d05" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F6yBn2M2Qn8VrCcxNvCQ0%2FScreenshot%201-4-2024%20at%2011.09%20AM.png?alt=media&#x26;token=4ee9d04e-c590-4457-a3e5-0919110e2f09" alt=""><figcaption></figcaption></figure>

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FmObuo4c3rHoLmwvHFiI5%2FScreenshot%201-4-2024%20at%2011.11%20AM.png?alt=media&#x26;token=2fe3cb0b-7afe-4e8a-b28f-4cc2fa8ffc89" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F5xs7HehaOEbuLm3rpjH1%2FScreenshot%201-4-2024%20at%2011.14%20AM%20(2).png?alt=media&#x26;token=5ddbff7c-80f3-427c-8d75-0e571a82c48e" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FYOn5g532DChASxUVFZUx%2FScreenshot%201-4-2024%20at%2011.19%20AM.png?alt=media&#x26;token=d226ea74-65a5-4cd7-af65-c47fe211029e" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F9TFLUzhrAouCerxtymZO%2FScreenshot%201-4-2024%20at%2011.22%20AM.png?alt=media&#x26;token=85c86df2-e2a1-4814-832b-97208f84c306" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FREOfwFcXcPoOfLXKArj1%2FScreenshot%201-4-2024%20at%2011.26%20AM.png?alt=media&#x26;token=4159e28c-d9a4-4e64-8ff4-a46049f41a81" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FE6ImkcQek3t21UKK9Bmy%2FScreenshot%201-4-2024%20at%2011.29%20AM%20(1).png?alt=media&#x26;token=dcbded05-2bee-4563-8d7b-bb7a9b531241" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FwUcK1Fvdq2sLeXO9givS%2FScreenshot%201-4-2024%20at%2011.39%20AM%20(1).png?alt=media&#x26;token=d53a65b6-d1bd-4f9a-8660-b6f956762f21" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FjdWoexdzevU7bBBIaNTp%2FScreenshot%201-4-2024%20at%2011.41%20AM.png?alt=media&#x26;token=88a2f3ab-9f8e-411d-b296-d148695f5253" alt=""><figcaption></figcaption></figure>

Step 6: Enter the **Appointment type**

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F2i5IU2oU49fscPlLbbQu%2FScreenshot%201-4-2024%20at%2011.43%20AM%20(1).png?alt=media&#x26;token=be350b38-b6e0-4c3e-a2e8-5a3443af7885" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FaDmVLALVa5COiEmqJPhE%2FScreenshot%201-4-2024%20at%2011.46%20AM.png?alt=media&#x26;token=471ec1ba-ff43-4fa7-be4e-e160da3510ed" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F8kFQIbginPFk3egNsUBt%2FScreenshot%201-4-2024%20at%2011.51%20AM.png?alt=media&#x26;token=7e97065e-f151-4de0-961a-dcd1a66dfca4" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FRbtw9f1m8zQpRASMFGeI%2FScreenshot%201-4-2024%20at%2011.54%20AM.png?alt=media&#x26;token=21cded92-411e-4d8f-bbc0-6cfc803e8737" alt=""><figcaption></figcaption></figure>

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FbQRbNCkPWPPG19O0QMqn%2FScreenshot%201-4-2024%20at%2011.57%20AM.png?alt=media&#x26;token=859b46f7-264a-4eda-996d-96407f3ceca9" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Frm6paguOJfg4ACKJguou%2FScreenshot%201-4-2024%20at%2011.59%20AM.png?alt=media&#x26;token=09fed87d-3ea8-4aa8-9a96-3a6d9e714e86" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FFUWYqILjmzpbvdeuVSDC%2FScreenshot%201-4-2024%20at%2012.02%20PM.png?alt=media&#x26;token=766481d9-8456-4fd0-b0b4-64a40f374726" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FfGqoJ5kv1Krm7OTU37Hn%2FScreenshot%201-4-2024%20at%2011.09%20AM%20(1).png?alt=media&#x26;token=75cbbea9-bcc2-45cd-92a6-e835232bb944" alt=""><figcaption></figcaption></figure>

Step 2:Click the Appointment which you want to  edit

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FZRNX5jIRDNBBlHP9TO2H%2FScreenshot%201-4-2024%20at%2012.25%20PM.png?alt=media&#x26;token=f8fb1c61-6bab-4311-bc51-d79a23925971" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F2Ft9EuIS2fYxWTWPOH6d%2FScreenshot%201-4-2024%20at%2012.27%20PM.png?alt=media&#x26;token=505702f7-8831-4922-a2bc-ea748e528715" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FtKG21TKPgcTKaPLUDiOr%2FScreenshot%201-4-2024%20at%2012.29%20PM%20(1).png?alt=media&#x26;token=a009efc8-cf40-460c-8595-8471e6370d92" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FKhyG1fgUP2m6UPCK7TlJ%2FScreenshot%201-5-2024%20at%2012.10%20PM.png?alt=media&#x26;token=818487c2-7a54-440c-a8df-6f24e82ae8b2" alt=""><figcaption></figcaption></figure>

Step 2: Select the Appointment you want to Cancel

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FZRNX5jIRDNBBlHP9TO2H%2FScreenshot%201-4-2024%20at%2012.25%20PM.png?alt=media&#x26;token=f8fb1c61-6bab-4311-bc51-d79a23925971" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F8AZNOUSGDXCtmRUjzmId%2FScreenshot%201-5-2024%20at%2012.18%20PM%20(1).png?alt=media&#x26;token=09d1741c-7d8b-41b7-89d7-adaeaecd084b" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FcDyncbe6UUtiNdrYK3mc%2FScreenshot%201-5-2024%20at%2012.20%20PM.png?alt=media&#x26;token=f540fd3b-280e-4d3c-975f-eabd8aea3478" alt=""><figcaption></figcaption></figure>
