This article explains the concept of appointment holds and how they are used to reserve appointment slots for client on a single or recurring basis.
While an appointment or recurring appointment is being held, only the client specified by the appointment hold is permitted to enroll in that appointment slot. Typically, appointment holds are used to reserve a specific appointment slot for a client while they are still considering whether to enroll.
Using Book Appointment to Create An Appointment Hold
To create an appointment hold, click the 'Book Appointment' button, located at the top of your opus1.io window.
Then, specify the details of the appointment to be held.
Here, the process for creating an appointment hold is the same as for booking an appointment. Both single and recurring appointment holds are supported.
Once you're done, click the 'Hold Appointment' button.
Next, specify an expiration date for the appointment hold.
During the hold period this appointment slot - the combination of service, time, date/day of week, and teacher - will be unavailable to anyone except the client for whom the hold was created.
Additionally, you may provide an appointment hold note in the 'Note' field that will be visible to staff. After the expiration date is passed, that appointment slot will become open to other clients.
Once you have specified an expiration date and/or a note, click the 'Place Hold' button to create an appointment hold.
Existing appointment holds are visible to staff from the main schedule and on specified staff's schedule.
