Appointment Scheduling

18 Articles

Schedule Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Modify Bulk Services

Groups of Services can be modified in bulk, making price modification and category changes a breeze! Use the “Modify all list services” function to accomplish these tasks.

Add Staff to a Service Item

When staff are linked to a service item, appointments can be booked for the service. Don’t forget to add a new employee to the services they provide.

What is a Service Item?

A service item is a non-tangible, service-based product. Services have an element of time, a cost associated with the service, and a staff member who provides the service.

Add a Service

A service item is a non-tangible, service-based product. Service items have an element of time, a price, and a staff member who provides the service. Use these guidelines to add a service:

Can I add both items and services to the register?

Yes; both services and items can be added to the register so you can quickly ring up goods and services. Non-tangible service items and tangible retail items can be color-coded so they can be easily identified at…

How to use the Scheduling Module

Schedule services for a customer in the Scheduling module.  The Scheduling module brings together several components: service items, staff schedule, and customer information.

Book an Appointment

Exatouch allows you to book appointments, manage schedules, and assign appointment statuses.

Create a Staff Work Schedule

Work schedules for staff members are set up in the Staff module and are booked in one-week increments.