Appointment Form Extra Tab

Created...The date and time this appointment was created.

Confirmed...The date and time this appointment was confirmed. You cannot enter this directly, you confirm the appointment by pressing the Appointment Confirmed button.

Arrived...The time the customer arrived. This is set automatically when you press the Arrived and Waiting button on this form.

Started...The time the appointment started. This is set automatically when you press the Appointment Started button on this form.

Completed...The time the appointment was completed. This is set automatically when you press the Appointment Complete button on this form.

Cancelled...The date and time this appointment was cancelled. You cannot enter this directly, you confirm the appointment by pressing the Appointment Cancelled button.

Last modified...The date and time this appointment was last changed. You cannot enter this directly, it is set automatically when the appointment is changed.

Modified by...The SA ID of the person who modified this appointment last.

Show History button... Show history of specific status edits & their date/times made to this appointment and by which user. This is displayed from the log file. Edit Tracking does not require any security setting or setup, it is automatic and requires a user to enter a user name & password. The edits that are tracked / logged are status changes to CANCELLED, WALKOUT, NO-SHOW or to any status if the status was CANCELLED, WALK-OUT or NO-SHOW.

Appointment ID...This the appointment ID automatically generated by ProfitSystem®. The first part of the number is your store number (as set in Main->Housekeeping->General Setup->System/Store Setup->Setup Tab) followed by a sequence number. You cannot change this number.

Pager ID... With the optional local paging hardware, the customer may be paged that the sales associate is ready. This is the ID of the pager with the customer.

Prospect number...If this appointment was created from the Prospect Form, the prospect ID number is shown here. When an appointment is completed, a prospect card is automatically created and the prospect ID is shown here. You can double-click on the prospect ID to show the Prospect form.

Customer number...If this appointment was created from the Customer form, the customer ID number is shown here. You can double-click on the customer ID to show the Customer form.

Previous appointment ID...This appointment could have been a re-booked appointment, i.e. a re-booked from an previous appointment meaning the rebook button was clicked. In that case this is the appointment ID of the appointment re-booked.

Show History button... When clicked this function will display a list (log) of edits to the appointment including date, time and Clerk/SA.

Add Credit Card button... Visible when the optional credit card integration is activated with IPCharge integration. Allows credit card information to be entered and saved along with this event when using the ProfitSystem credit card/electronic payment option with IPCharge. The customer card information is actually store in IPCharge which is a Visa/Mastercard security certified application. . A credit card can be swiped, or the account number and expiration date can be entered manually. This is typically done to keep a credit card on file for an appointment to charge the customer for a missed appointment.. A user needs VIEWCARD security to be able to perform this function.

Charge Credit Card... Visible when the optional credit card integration is activated with IPCharge integration. Allows the saved credit card to be charged. It will create a customer record for the appointment, if one does not already exist. It will then display the Ticket form for the customer to allow a sale and payment to be rung up.

Charge Credit Card button... When clicked this function will display a list (log) of edits to the appointment including date, time and Clerk/SA.