Appointments Query

[ASAB]

I own a service business and have recently add Appointments to my website. Is it possible or could I make a suggestion on being able to convert appointments to invoices or being able to send customers a "your item is ready" text? I went in and added the additional parts to the appointment but it doesnt notify the client that I have updated everything. So then I have to go back in and make a seperate invoice for my client to see what was done and that their machine is ready for collection. Thank you for your time!

[Arie]

Hi @ASAB,

Thank you for sharing this suggestion for Square Appointments!

If you're using the Square Appointments app, you can convert appointments into invoices by following these steps:

1. Find this Appointment you'd like to send an invoice for in your calendar.

2. Tap Review and Check Out.

3. You can add additional services, items and discounts via this step, too. 

4. Tap Charge > More > Invoice > Send Invoice.

Please let us know if this could be a workaround for you 😊 

[ASAB]

OMGoodness! Thank you so much! You rock!!

[ASAB]

I dont have review. I have the folowing:

click ... and its cancel appointment or mark as no show

Book next

edit

or add notes

When you go to take payment it doesnt give me an option to send an invoice.

I think im missing something or am just not seeing it 😂😂 Probably me

[Arie]

 Oh no @ASAB! Are you using the green Square Appointments application or the dashboard? Here's what it looks like in-app:

[ASAB]

Dashboard. So if I use the app it will let me do this?

[ASAB]

@ArieAwesome! I see it! Thanks heaps! Will this be available for the square register or dashboard anytime? I prefer to do it on a larger screen. I will do this until that option is available. Thanks heaps for your help! Youve saved the day!

[Arie]

I just checked with our Square Appointments team and this is available on the Appointments app on the Square Register, too - it functions just like the screenshots i attached (but larger) @ASAB 🙂 
 

[ASAB]

Legend! Thanks heaps!!!!! Ill just do it from the register from here on out. Your a legend! Have a lovely day and thank you for your help!

[Arie]

Yes, this is an in-app feature at the moment, @ASAB!

[ASAB]