Add Services & Products to Visit
In Appointments Activity, navigate to the appointment you wish to add visit information for the customer. Press the appointment to bring up Appointment Detail (Figure 1).
Press Add Visit Information at the bottom of the screen to open Visit Detail (Figure 2).
Press the Plus button (brings up Add Detail screen) to add product or service for the selected visit. In Add Detail screen (Figure 3), select Category to change product/service category. Press the product drop down list to select the desired product or service. Adjust the quantity, then press
This will take us back to Visit Detail with the newly added product/service together with quantity. Repeat until all information are added.
Note: Total price, Tax, and Total price with Tax calculation can be enabled in Settings. A Tax rate must be entered in order for Tax to be calculated.
Add Note to Visit Detail
To add notes to the given visit; press the Options menu then Edit Visit Info menu to add notes.