Elevate Staff App: Booking and managing appointments

The Elevate Staff App can be used by staff members to book, view, rebook, and reschedule appointments, mark client attendance, and take appointment notes.

In this article:

Booking appointments

Staff members can use the Elevate Staff App to book appointments for clients from the schedule.

To book appointments:

  1. Tap the Schedule tab.
  2. Tap the Add button in the top-left corner of the screen .
  3. Tap Book Appointment.
  4. Search for the client you are booking an appointment for by entering their name, phone number, or email in the search box and tap their name. If the client does not have an account, tap Add New Client and create a new account:
    1. Enter the client’s required information in the corresponding fields.
    2. Enter any optional information the client wants to enter at this time in the corresponding fields.
    3. Tap Create account.
    4. Tap Back to return to the Search for Clients screen.
    5. Under Recently Viewed, tap the client’s name.
  5. Select an appointment type and tap Next.
  6. Select an appointment and tap Next.
  7. Select a date for the appointment in the calendar.
  8. Select a time for the appointment and tap Next.
  9. If the client has a preference, select the gender of the service provider and tap Next.
  10. Select a service provider and tap Next.
  11. If required, select an asset to book for the appointment and tap Next.
  12. Select a purchase option and tap Next Step.
  13. If required, answer any additional questions and tap Next.
  14. Confirm the booking details are correct and tap Checkout.
  15. Select a payment method, enter the required information, and tap Complete. If you selected the Book Unpaid payment method, tap Complete to finish booking your appointment.

Viewing appointments

Staff members can use the Elevate Staff App to view appointment information, such as client profile information, client alerts, appointment add-ons, appointment notes, and the client’s previous and future appointments.

To view appointment information:

  1. Tap the Schedule tab.
  2. Tap an appointment in the schedule.
  3. Tap one of the following options to view more information:
    • Client Profile
    • Alerts
    • Add-ons
    • QUICK Note
    • SOAP Note
    • Previous Appointments
    • Next Appointments

Marking client attendance

Staff members can use the Elevate Staff App to check-in clients to appointments, mark appointment cancellations, and mark the client as a no-show.

To mark a client’s attendance:

  1. Tap the Schedule tab.
  2. Tap an appointment in the schedule.
  3. Tap the More button next to the client name .
  4. Select one of the following options to mark the attendance of the client:
    • Checked-In
    • Early Cancel
    • Late Cancel
    • No-Show

Rebooking appointments

Staff members can use the Elevate Staff App to book another appointment for the same client

To rebook an appointment:

  1. Tap the Schedule tab.
  2. Tap an appointment in the schedule.
  3. Tap Rebook.
  4. Select an appointment type and tap Next.
  5. Select an appointment and tap Next.
  6. Select a date for the appointment in the calendar.
  7. Select a time for the appointment and tap Next.
  8. If required, select the client’s preference for their service provider’s gender and tap Next.
  9. If required, select a service provider and tap Next.
  10. If required, select an asset to book for the appointment and tap Next.
  11. Select a purchase option and tap Next Step.
  12. If required, answer any additional questions and tap Next.
  13. Confirm the transaction summary is correct and tap Checkout.
  14. Select a payment method, enter the required information, and tap Complete. If you select the Book Unpaid payment method, tap Complete to finish booking your appointment.

Rescheduling appointments

Appointments can be rescheduled to another date and time from the schedule.

To reschedule an appointment:

  1. Tap the Schedule tab.
  2. Tap an appointment in the schedule.
  3. Tap Reschedule.
  4. Select a date and time and tap Next.
  5. Select the client’s preference for their service provider’s gender and tap Next.
  6. Select a service provider and tap Next to complete rescheduling the appointment.

Taking Appointment Notes

Staff members can use the Elevate Staff App to take QUICK notes or SOAP notes, depending on what kind of notes are enabled for the appointment (see Adding SOAP/QUICK notes).

To take appointment notes:

  1. Tap the Schedule tab.
  2. Tap an appointment in the schedule.
  3. Tap one of the following options:
    • QUICK Note
    • SOAP Note
  4. Enter your notes and tap Save.
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