Detailed appointment creation


Not sure how to use the detailed appointment creation in Shore? Here’s all you need to know:





Add title






Use the "Add title" line to add a note which will be only stored in the appointment information but not communicated to your customers. Click on the brush to change the appointment color.



Select or create a customer






Start typing the name of the customer in the text field. If there is a matching entry in the database, you can select the name from the drop-down menu. If the customer hasn’t been added to the database yet, you can do so by clicking on Create New.






Once you’ve selected or created the customer, you can always open the customer profile in a separate window by clicking on View Details. This way you can add or update information, notes or even customer groups while you create the appointment.



Services and Resources





Select the desired service. Under Resource, you can select the employee in charge of the appointment. If you use resources such as rooms or tables, you can select the corresponding resource here. If the combination of employees and rooms is enabled, you can choose both an employee and a resource. Click on Add service to add another service to the appointment. To delete it, click on the trash can icon in the upper right corner.




You can also edit the start and end times of the appointment in the appointment creation window. Click on Repeat Appointment to create a recurring appointment. For more information about recurring appointments, please click here.


Additional Data


Use the "Message to customer" field to add a personal message to the email confirmation sent to your customer. Please note that this message will only be sent if the Notify Customer option is enabled. The "Appointment note" is not visible to your customers.




Here you can add files to your appointment. Please note that these files will only be stored in the appointment information. To store the files in the respective customer profile, click on View Details below the customer’s name.



Creating the appointment and informing the customer






If you don’t want to send a booking confirmation to your customer, disable the Notify Customer option. Once you’ve entered all information, click on Create Appointment.


Was this article helpful? 9 out of 17 found this helpful