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.


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