Square Champion

appointment pop-up window

I would like the ability to place a pop-up window in a client's file to "pop" when the appointment is opened. This would contain a small amount of text that is an important reminder. Two examples in my world are FRAGRANCE FREE SHAMPOO and DON'T TRIM WHISKERS. With hundreds of clients it is easy to forget special requests, or for them to get lost in other areas of the client's files. 

Animal care and welfare professional
Pet groomer
Entrepreneur
Curly Doodle Dog Grooming
First Street Pets on YouTube
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7 Replies
Square Champion

Just commenting on this to bring it to attention almost 6 months later. This would be a really helpful feature that I have used in other apps! We recently had a dog that bites, and I had no good place to put the warning for staff. I ended up putting it under the dog's name, but that isn't ideal. 

Animal care and welfare professional
Pet groomer
Entrepreneur
Curly Doodle Dog Grooming
First Street Pets on YouTube
Square Champion

Bumping this again because I feel it is very important and many other platforms have this feature! This week I was bitten by a dog who is quite aggressive and gives no warning. I don't want my staff handling such a dog, so a popup when the appointment window is opened could prevent injury. For now I put the word CAUTION next to the dog's name, but it is not as attention-getting as a popup. 

Animal care and welfare professional
Pet groomer
Entrepreneur
Curly Doodle Dog Grooming
First Street Pets on YouTube

Hi! I've been using the personal events to help notify my team about special requests or warnings. I put a little message in a 15-20 minute personal event and place it on top of the upcoming appt.

 

I have also been using emojis in our clients name (usually right before the last name so the client doesn't receive messages with an emoji in it). The color from the emoji can be helpful to bring attention to the client's profile so my staff checks it before their service.

 

This is what our calendar looks like:

IMG_0304.jpg

Square Champion

Thanks! Those are some creative workarounds, although there's no reason Square can't create an actual pop-up.

 

The personal event is brilliant as it's highly visible, however, that requires me seeing the appointment, recognizing who it is, and making that note. 

 

The emoji is a good quick reference, as it will always appear whenever the client makes an appointment, so long as they don't forget they already have a login and create a new one. 

Animal care and welfare professional
Pet groomer
Entrepreneur
Curly Doodle Dog Grooming
First Street Pets on YouTube

That is so fair. We do have a receptionist that is very familiar with our clientele and is able to add these personal events and regularly maintain profiles to avoid any mix-ups or confusion. I hope Square can offer you a solution!

I support this feature request. A pop-up window with key appointment details or customer notes would make it much easier to prepare before each booking and reduce the chance of missing important information. It would be especially valuable for busy businesses that handle appointments throughout the day. Hopefully this gets added in a future update.

I completely agree with this request. Having a pop-up appear automatically when opening an appointment would make it much easier to catch important client notes before providing a service. It could improve efficiency, reduce mistakes, and help staff deliver a more consistent customer experience, especially during busy days. Hopefully this feature is added in a future update.