thread Re: Who booked this appointment? in Archived Discussions (Read Only)

Who booked this appointment?

BradSC — Sun, 19 Jul 2020 21:57:10 GMT

In Square Appointments, it always shows that one person booked the appointment, regardless of which user entered their passcode. Can this be adjusted so we can be certain of who actually booked the appointment?

Re: Who booked this appointment?

Kassi_ — Mon, 20 Jul 2020 21:57:05 GMT

Hey @BradSC -

I am a little unclear on your question. Is the appointment showing the same employee or customer each time it's booked?

I will keep an eye out for your reply👀.

Re: Who booked this appointment?

BradSC — Tue, 21 Jul 2020 01:27:36 GMT

We sign in to the Appointments app on an iPad with a single email address and password. Once signed in, two different individuals have unique passcodes to access the app (e.g. Bob & Mary). In this case, Mary is the business owner, and Bob is an employee. If Bob uses his passcode to access Appointments, it says Bob in the bottom right corner, and if Bob schedules an appointment it will still say that it was booked by Mary.

Re: Who booked this appointment?

Kassi_ — Tue, 21 Jul 2020 19:46:05 GMT

@BradSC -

Thank you! Double check the settings for that particular employee to make sure they have access to Appointments and having those booked.

I will keep an eye out for your reply👀.

Re: Who booked this appointment?

BradSC — Wed, 22 Jul 2020 13:50:06 GMT

My business is made up of four people as of today.

1 business owner (does have their own calendar in Appointments; does not provide service; books about 50% of the appointments)
2 service providers (each has their own calendar in Appointments; books 0% of the appointments)
1 customer services associate (does not have their own calendar in Appointments; does not provide service; books about 50% of the appointments)

When the customer services associate enters their 4 digit passcode to access one of our shared access points (iPad > Appointments app), it shows their initials in the bottom right corner. When they book an appointment, it shows as “Booked by the Business Owner” instead.

I’ve included a screenshot of their Permissions.

Please let me know if other screenshots or adjustments would be helpful.

Re: Who booked this appointment?

Kassi_ — Sat, 25 Jul 2020 15:34:18 GMT

@BradSC -

Ah I see! I am going to suggest reaching out to our Appointments Team directly. It sounds like the issue you're seeing would need a deeper look and they have the expertise to do so.

Thank you!