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  5. Schedule Appointment – New Customer Schedule Appointment – New Customer

Schedule Appointment – New Customer

With Payzli POS, booking appointments for your customers becomes a breeze. Say goodbye to long waits on the phone – now you can simply sit back, relax, and let Payzli handle the task for you!

To schedule an appointment for a new customer:

  1. Click New Appointment from any page of your Payzli POS account.
  2. Select a Service using the + Add Service button.
    • Using Search box, you can easily find the desired service. Service Duration will be listed next to each service.
  3. Once selected, click Next to proceed; otherwise, click Cancel.
    • Technician and Price will be displayed on the next screen.
      • Alternatively, use Search box to find technicians.
  4. Click Next to select a Date and Service Time Slot suitable for the customer.
  5. Click Next to view the Appointment Summary:
    • Branch name
    • Service name
    • Technician name
    • Date of appointment
    • Time of appointment
    • Contact Info: Toggle to enter either email or phone.
  6. To book another service, click Add Service and follow through steps 2 through 7.
  7. Ensure everything is in order and click Book Appointment to confirm.

The time slots are shown based on the Business Hours configured through Administration > Business Settings > Business Hours.

Click here to know how to view the calendar appointments – for the current week or day.

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