Punto de Equilibrio

Canceled Appointments: if a client is reminded of their appointment and cancels, or calls directly to cancel. Canceled appointments may be moved to another date if the client likes, or they can be canceled outright.

1. Open the client's appointment ticket. 2. Click the Cancel button.

3. The Cancel Ticket screen will appear. 4. Enter a comment if desired.

5. Click OK.

Tickets Overview

Tickets track all of the day-to-day sales and returns of your business. Tickets contain information on scheduled appointments and a complete history of previous appointment activity. All tickets in your database, open, closed, voided, etc., can be displayed in the center of the Tickets screen.

To access the Tickets screen, click the Tickets button/icon, or select Edit Tickets from the Tickets drop- down menu.

Tickets Screen: the tickets screen can display the following tickets:

1. Open: these are lists of appointments for services scheduled, but not yet performed. Open tickets may also contain products.

2. Closed: closed tickets are used when calculating reports, such as totals, commission, top spending clients, etc. A closed ticket is the record of the service rendered or product purchased.

3. Canceled: appointments that have been created and saved, and then later canceled. 4. Voided: appointments that have been created and saved, and then later voided.

5. No Show: appointments that have been created and saved, and then later marked as a No Show. 6. All: display all tickets. It is not recommended to display All tickets over All dates.

7. Time Blocks: because time blocks are saved as tickets, you can view scheduled time blocks on the

Tickets screen. This can be helpful when deleting recurring time blocks. The default ticket information displayed includes the following information:

l Ticket ID: a tracking number automatically assigned when a new ticket is added l Date Scheduled/Date Closed: date of the scheduled appointment

l Description: description of the scheduled service

l Price: price of the scheduled service(s) and product(s) (open tickets only) l Start Time: the scheduled start time of the appointment

Chapter 7: Appointment Book

l Last Name: the last name of the client

l Employee Name: the employee scheduled to perform the service l Total: total of the closed ticket (closed tickets only)

Adding or Editing a Ticket

1. Click the Add Ticket button or select Add New Ticket from the Tickets drop-down menu to add a ticket, or highlight the ticket to edit and click the Edit Ticket button.

2. The Find Client screen will appear. 3. Select the client and click OK.

4. The Ticket Information screen will appear. It is divided into these key sections:

a. Ticket Information: includes the date scheduled, date created, ticket ID, status, and comments. b. Client Information: includes the client name, picture, balance, and buttons that you can use to

view previous purchases, notes, and other information about the client.

c. Appointment Details: includes the employee performing the service, times, products, pricing, tax, backbar, quantity purchased, quantity used, and any discounts, including coupons.

d. General: includes gift certificate, gift card, created by, confirmation, and referral information. e. Totals: includes applicable taxes, tips, and how much currency and change is due.

f. Tender: where you enter the amount of currency received and the tender type. Salon Iris will calculate the amount of change due.

g. Action buttons: Schedule/Leave Open, Check Out/Close, No Show, Void, etc. The Special

button is also located here. The Special button brings up a menu that can be used for Loyalty Points, Client Balance, etc.

5. Enter the appropriate information into the fields.

6. Click Schedule/Leave Open to schedule the appointment ticket, or Check Out/Close to close the ticket.

Deleting a Ticket: a deleted ticket is permanently removed from the database. No deleted ticket information appears in payroll or totals reports. You can control whether or not tickets can be deleted. Select Options

from the Tools drop-down menu and click the Tickets tab. Under the Editing/Voiding/Deleting section, check or uncheck the Allow tickets to be deleted box.

1. Click on the ticket to delete. 2. Click the Delete Ticket button.

3. The Are You Sure? screen will appear.

4. Click the Yes button to permanently delete the ticket from the database. Once you delete a ticket from the database it is gone forever. You cannot recover it. However, the ticket's history information could still remain in the database depending on your ticket settings.

5. Select Options from the Tools drop-down menu. 6. Click the Tickets tab.

7. Click the More Options button.

8. Click the Remove History for Deleted Tickets Now button.

9. All deleted tickets' histories will be permanently removed from the database.

10. You can also check or uncheck the Keep ticket history after a ticket is deleted box. If you uncheck this box, then from this point on Steps 5-8 are not necessary after you delete a ticket, because the ticket history will not be kept in the database.

Chapter 7: Appointment Book

Searching for Tickets: you can search for tickets by Date Range, Status, Client, Employee, Service or

Product, or by Ticket ID. You can also view Recent Tickets and choose the information to display on the

Tickets screen.

1. Date Range: allows you to search for tickets based on the date range of your tickets. a. Today's tickets: view today's tickets.

b. Yesterday: view yesterday's tickets.

c. Tomorrow's tickets: view tomorrow's tickets. d. Range: view tickets between a specified date range. e. Single Date: view tickets from a single date.

f. All dates: view tickets from all days. It's not recommended to choose All dates and All tickets. 2. Status: search by a ticket's status, i.e. open, closed, etc.

a. Open: tickets that have unpaid products and services scheduled, and tickets featuring services in progress or not yet completed.

b. Closed: tickets that have completed services and products purchased and paid for. c. Canceled: canceled tickets.

d. Voided: voided, or no longer valid tickets. e. No Show: client no shows.

f. All: all tickets, including open, closed, and all canceled, voided, and no show tickets. g. Time Blocks: times that employees are unavailable to take appointments.

3. Client: enter any part of the client's First name and/or Last name under the Search section. 4. Employee: select an employee from the drop-down list under the Search section.

5. Service or Product: enter part or all of the Service or Product name in the Description field under the Search section.

6. Ticket ID: if you know the ticket ID that you would like to look up, enter it in the Find by ID field. 7. Recent Tickets: select one of the recent tickets from the drop-down list.

8. Display: show the ticket information list as a Detailed or a Summary view. a. Detailed: shows the following information:

l Ticket ID l Date Scheduled l Description l Price l Start Time l Last Name l Employee Name l Comment

b. Summary: shows the following information:

l Ticket ID

l Date Scheduled l First Name l Last Name

l Client Home Phone l Client Work Phone

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l Client Cell Phone l Total

c. You can select to show more information in the tickets Detailed or Summary table by performing the following steps:

i. Choose either Detailed or Summary.

ii. Click the Customize View button under the General Options section. iii. The Customize View screen will appear.

iv. Use the Add, Remove, Move Up, and Move Down buttons to organize the desired fields of the Selected column.

v. Click OK when finished.

9. Quick Show: allows you to view the following tickets: a. Today's Open tickets.

b. Today's Closed tickets.

Printing Tickets: you may print recently viewed tickets from the Tickets screen by going to the Find Ticket

section, selecting a ticket from the drop-down menu, and then clicking the Print button. You can also print a list of tickets, as well as individual traveler tickets for employees and customers. Traveler tickets will have client notes, past purchases, and other important information.

1. List of Tickets

a. Click the Tickets button/icon or select Edit Tickets from the Tickets drop-down menu. b. The Tickets screen will appear.

c. Click Customize View.

d. Use the Add and Remove, and the Move Up and Move Down buttons as needed to make the desired changes to the Selected section.

e. Click the OK button to return to the Tickets screen.

f. Select the appropriate settings in the Search, Date Range, Display, and Status sections to display the list of desired tickets.

g. Click a column heading to organize the tickets as desired. h. Click the Print button.

i. The Print Format screen will appear. j. Select Multiple tickets per page option. k. Click the Print button.

l. The Printing Options screen will appear.

m. Make the appropriate printer and page range selections and click the Print button. Whatever is displayed on the screen will be printed.

2. List of Traveler Tickets

a. Select the appropriate settings in the Search, Date Range, Display, and Status sections to display the list of desired tickets.

b. Click to highlight one ticket, or hold the left mouse button down and drag to select any number of tickets.

c. Click the Print button.

d. The Print Format screen will appear. e. Select Traveler/single ticket per page.

Chapter 7: Appointment Book

f. You have two options:

i. Print all pages: this will print a traveler ticket for all the tickets on the screen.

ii. Print selected ticket(s): this will print a traveler ticket for the currently highlighted tickets. g. Click the Print button.

h. The Printing Options screen will appear.

i. Make the appropriate printer and page range selections and click the Print button.

3. Single Traveler Ticket: can be printed from the appointment book, or directly from an open ticket. a. Find the appointment on the appointment book.

b. Right-click on the appointment and select Print Ticket from the menu, or; c. Open a ticket to the Ticket information screen.

d. Click the Special button and select Print Ticket from the menu.

Ticket History: each created ticket has a log that automatically records when the ticket was created, edited, and deleted. This log is referred to as the Ticket History. The ticket's history can be accessed by clicking the

History button in the bottom left corner of the Ticket Information screen. The Ticket History can record which employees made the changes to the tickets if you use Employee Passwords with the option to

Remember what employee is logged in. Ticket history of deleted tickets can be viewed if the Keep ticket history after a ticket is deleted option is selected. See the Options Overview section of the Welcome

chapter for more information.

1. If you don't remember the deleted ticket ID, you can find it in the Activity Log. 2. Select Activity Log from the Tools drop-down menu.

3. Click the Tickets button/icon or select Edit Tickets from the Tickets drop-down menu. 4. Locate the Find by ID field under the Find Ticket section.

5. Enter the ticket ID in the Find by ID field. 6. Hit the Enter key on the keyboard.

7. The Ticket Not Found. View History? screen will appear. 8. Click Yes to view the ticket history.