Take appointments

Switch it on

Two tabs appear under Store setup: Appointments and Hours. The terminal gets a Today button. The Appointments switch is on every plan, and barber shops and salons start with it on. The services you book are items, and the item menu is part of Surge Plus and Surge Premium.

1. Go to Store setup > Features.
2. Under How service runs, turn on Appointments.
3. Click Save changes.

Set working hours

Once a week is filled in, the book refuses bookings outside those hours. A booking must finish within their hours, not just start within them. Each day has one stretch of time; to block out lunch, add it to the book as a booking.

1. Go to Store setup > Hours.
2. On Working hours, pick the team member at the top.
3. For each day they work, click Set. It fills in 9 to 5.
4. Change the From and To times as needed.
5. To mark a day Not working, click Clear.

Book a day off

To undo it, click Remove beside the date.

1. On the Hours tab, go to Days off.
2. Pick the Date, and add a reason under Why if you like, such as "Holiday".
3. Click the Book … off button, for example Book Maria off.

Take a booking

Surge refuses a booking that overlaps another for the same person, or that falls outside their hours or on their day off. To cancel, click Cancel on the booking's row.

1. Go to Store setup > Appointments.
2. On The book, pick the day with the date box.
3. On Take a booking, fill in Who (a name, or the number they rang from), Service, With (the team member) and At (the time).
4. Click Book it.

Ring up a booking

1. On the sell screen, tap Today. Today's bookings are listed in time order, with the service and team member.
2. When the customer arrives, tap Here.
3. Tap Ring up to put the service on the ticket.
4. Take payment as usual. The booking is marked done once the sale is paid.
5. Tap ‹ Ticket to go back to the sale.