This article will guide you through the process of creating and checking out an appointment with multiple services and multiple providers.
Step 1: Begin on the schedule screen and proceed to create a new appointment.
Step 2: Find a patient.
Step 3: Select the location.
Step 4: Choose the first service. For instance, let's select coolsculpting and assign it to Cynthia.
Step 5: Choose the second service. In this case, we'll select Chemical Peel and assign it to Sally. Now we've set up two services with two different providers.
Step 6: Proceed to create the appointment.
Step 7: Schedule the appointment for a specific date and time. Let's set it for tomorrow at 2.
Step 8: Once the appointment is created, you'll see it on your schedule.
Step 9: To check out the appointment directly from the schedule, click on the dollar sign button.
Step 10: Click on Create invoice. This will automatically generate an invoice with the two services linked to the correct providers.
Step 11: Finally, click on Pay now to complete the process.
And that's it! You've successfully created and checked out an appointment with multiple services and providers.