Appointments
- Assigned Appointment Management
- View assigned appointments in a dedicated employee workspace
- Access bookings that are specifically allocated to the logged-in employee
- Track personal appointment queue for the day or selected period
- Focus only on relevant work items without seeing full business-wide booking operations
- Improve daily task clarity through a role-specific appointment list
- Pending & Released Booking Visibility
- View pending bookings that are awaiting action
- View released appointments that are available to be accepted
- Distinguish between assigned, pending, and released work states
- Monitor which appointments still require employee action
- Keep staff informed about newly available service tasks
- Appointment Acceptance & Release
- Accept released appointments for personal handling
- Release or hand back appointments when needed
- Update appointment acceptance status within the system
- Support flexible assignment workflows when work needs to be redistributed
- Help operations teams and employees coordinate appointment ownership
- Appointment Detail View
- Open detailed appointment information
- View customer details linked to the appointment
- Review service details, booking time, and assigned schedule
- Check add-ons or related booking notes where available
- Access all necessary service information before carrying out the appointment
- Appointment Completion Handling
- Mark appointments as complete after service delivery
- Update appointment status once the work is finished
- Ensure completed appointments move correctly into finished workflow states
- Support accurate tracking of service execution across the business
- Improve downstream reporting and operational visibility through completion updates
- Completion Proof Upload
- Upload proof images after completing an appointment
- Attach service completion evidence to the booking record
- Update or manage completion images where supported
- Provide visual confirmation for completed services
- Support accountability and quality verification in service workflows
- Appointment Workflow Integration
- Connect employee appointment actions with overall booking lifecycle
- Reflect acceptance, release, and completion changes in admin/business views
- Keep appointment progress synchronized across staff and operational modules
- Ensure employee-side updates contribute to status tracking, reporting, and customer service flow
- Employee Productivity Support
- Give employees a structured workspace for managing their own service tasks
- Reduce confusion by separating individual work queues from business-wide booking management
- Help staff stay organized with clear appointment visibility and status progression
- Support smoother day-to-day execution of assigned service work