Calendar Basics part 1 of 3

Calendar Basics part 1 of 3


This is part 1 of a 3 part series on making the most of the calendar in Salon Swift. You may have been using it for years, but do you REALLY know all the little tips and tricks that make it faster and easier to use? Spare a few minutes and watch the demonstration and be sure to check out the other 2 parts when you're done.

This part:
- Date Navigation
- All / Individual staff views
- Adding Appointments
- Editing Appointments
- Dragging Appointments to a different time / column
- Resizing / Changing the length of an appointment
Closed Caption:

welcome to part 1
a quick start guide for the calendar in
Ceylon swift we've broken this into
three short
five-minute demonstrations see can make
the most to the calendar
be sure to check out the other two parts
when you finish this month calendar
basics
the calendar is the most used part of
some swift
is therefore worth watching this quick
setup tips to help make the most of the
calendar
SLP work more efficiently let's get
started
navigating three dates de navigation is
quick and simple and someone swift
you can see the top I love the columns
has to take the turn me on son this
example Thursday the 29th bogus
minipress the placed a bomb go for today
to Friday
again for data Saturday I can press the
plus week button
and I'll skip forward whole week at a
time do it again
out to the foreign if I want to quickly
get back to today
I can proceed go to today but which will
bring us back
if I want to go to a specific date in
the future imagine as a September
wedding
I can drop down the date selected here
click on the day
move to the month I'd like to and just
pick the date
so say saturday waiting we can book it
in here
once I'm done again I just press go to
today
also
of or individual stuff but it felt
you have more than one stuff your
account will display in a debut
that's showing every calendar column in
the one-day SanDisk sample
for people in on Thursday the 29th of
August but it's fun to look at one
employee
I would come over to the slick stuff
member top-down changed from
all stuff just employ them after so now
I can see in this case
Emma Watson's wake and we're now viewing
for Monday
all the way to saturday in the one for
you you can see the day buns a great out
because we can only move forward and
back
in weight fees now and you can say she's
very picked up for a couple weeks
and then not so much in the future to
return back to
all stuff you you choose the slick stuff
may be dropped and again
choose all stuff and will revert back to
your current day
so you can see what everybody's doing
hiding appointments
adding payments is one of the basics its
own swift gonna move to a blank spot
today
move to the time I want to create the
appointment and you can see under the
master tells me
the time that %uh people King so in this
case a book at 6 p.m.
in and Watson's column I'm going to
double click my mouse
when I double click it brings up the
credit points crane and the curse you
notices
already flashing in the Name field it
wanted to type a name
so I'm gonna talk to clients name serra
space s nazis
Sarah Somerville amenable current for
color
so come over to color double-click
semi-permanent
when I double click you'll see the
semi-permanent color appears in the
bottom right corner
this is a little bit like online
shopping we add to the cart: I can't
continue double-clicking services not
down there
so do that by double-clicking a lady
Scott and its appeared in the bottom
right corner as well
and will book a treatment as well double
click that
when I have all the services them after
in this bottom right corner
I'm gonna hit complete and
their dispute temblor
editing appointments imagine you wanna
make a change to the appointment
there are multiple ways to do it but
this is for traditional we
double-click the appointment it brings
up this to the box
and we choose at it it brings up the
exact same screen is the
at appointment screen except we can make
changes here so I'm going to remove the
treatment by clicking on it I'm going to
remove the semi-permanent
and I'm going to had a different color
maybe semi-permanent long going to
selected
and move up pressing the up button so
that makes above the ladies Cup
and hit save and you can see it's now
been edited here
tracking
appointment with a single service
imagine
taken here has called and she wants to
move her appointment to a little bit
later in the evening
all we have to do is click on the
appointment track it down to where would
like to take it
and release the mouse and it will move
its that position
tracking an appointment with multiple
services
to make an appointment with multiple
services
we click on the mouse but before we
release the mouse button we hold for
second and you can see that
by to the services have selected now
that they're both selected
when you move them around will both move
together
so to say that again click
hold maeve and
in places where if you'd like to just
remember that little bit of a delay
will allow you to select multiple
services resizing an appointment
or changing the linked appointment
imagine
misled hit even she's having indulging
treatment
but she might be a family friend and you
wanna make it a little bit longer for
to change the link to the appointment
hover the mouse over the
very bottom of the appointments a cat
the two vertical arrows
when you have those quick and pull down
to make the
appointment longer in the same way we
can make it shorter by clicking
on the two vertical arrows and racking
up
to make sure
this is the end of Part one the
three-part series
sure to check out the other two if you
need help with
this so anything else in some swift
please email support
that someone swift dot com

Video Length: 06:09
Uploaded By: Salon Swift
View Count: 320

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