How do I make a booking from a client’s package?

  1. Log in to the Amelia backend panel and select “Services” section
  1. Click the Packages section
  1. Select the package that the client has and click the Manage Packages button of that package.
  1. Important: Please make sure the selected time frame is adjusted from 2022 to 2023 to list out all the packages purchased during this period.
  1. Look for the customer you would like to book by searching the customer’s name in the search field (next to the date range) and then press the section to expand it. A list of appointments made under this package is displayed.

    The number remaining of appointments is listed (important note: 0 to be booked may indicate that all booking slots are used and/or the package has expired)
  1. Scroll down to the bottom of this package section and click the Book Appointment button
  1. Fill up the necessary details for the appointment: Category (First Visit or Follow-Ups), Service, Location, Employee (Yang Room, Yin Room, or First Visit), Date, and Time. Press Save to confirm the appointment