Completing a Non-Service Appointment
1. Navigate to the Schedule Section
-
Click on "Schedule" from the left-side navigation panel to view the list of appointments.
2. Select the Appointment
-
Find the staff appointment you want to complete.
3. Open the Appointment Details
-
Click the appointment row to open its details in the modal.
4. Initiate Completion
-
Click the blue Complete Appointment button at the bottom right of the modal.
5. Confirm Completion
-
A modal titled Complete This Appointment? will appear. Click Complete Appointment to confirm.
6. Review Changes
-
The appointment will now be marked as Completed in the schedule.
7. View Created Timesheets
-
Timesheets for the completed appointment are automatically created. Go to Payroll > Active to view them.
