Accessing the Agenda
Navigate to Agenda from the main menu. The agenda opens in day view by default, showing appointments for the current date.Understanding the Agenda Interface
View Modes
The agenda offers two view modes:- Día (Day View): Shows all appointments for a single day in chronological order
- Semana (Week View): Displays appointments across 7 days for broader planning
Navigation Controls
- Hoy (Today): Jump back to the current date
- Left Arrow (◄): Go to previous day/week
- Right Arrow (►): Go to next day/week
- Date Display: Shows the currently selected date range
Search Functionality
The search bar filters appointments by:- Client name (first or last)
- Staff member name
Creating a New Appointment
Select the Client
Choose a client from the Cliente dropdown. This is a required field.The dropdown shows:
- Client full name
- Phone number in parentheses
Assign Staff (Optional)
Select a professional from the Profesional Asignado dropdown.
- Choose ”— Sin asignar —” if no specific staff member is required
- Assigned staff helps with workload distribution and commission tracking
Set Date and Time
Configure the appointment schedule:
- Fecha: Select the appointment date (defaults to currently selected date)
- Hora Inicio: Set the start time (format: HH:MM)
- Duración (Min): Enter duration in minutes (default: 60)
Duration must be in 5-minute increments (e.g., 30, 45, 60, 90).
Choose Service or Package
Select what the client will receive:
- Click Servicio Individual or Paquete (Packs) tab
- From the dropdown, select the specific service or package
- The dropdown shows the name and price of each option
Add Notes (Optional)
Use the Notas y Comentarios field for:
- Special client requests
- Allergy alerts
- Preparation requirements
- Staff reminders
Viewing Appointment Details
Each appointment card in the agenda displays:Time Column (Left)
- Large time: Start time in 24-hour format
- Small time: End time (calculated from start + duration)
- Day abbreviation: Weekday label
Appointment Card
- Status badge: Color-coded current status
- Staff icon: Assigned professional (if any)
- Client name: Full name in bold
- Item type: Service/Package ID reference
- Duration: Total minutes with clock icon
- Notes: Truncated preview if notes exist
Status Colors
- Yellow/Warning: Pendiente (Pending) - Newly created, awaiting confirmation
- Blue/Info: Confirmada (Confirmed) - Client confirmed attendance
- Green/Success: Finalizada (Completed) - Service delivered
- Red/Error: Cancelada (Cancelled) - Appointment cancelled
- Gray/Muted: No asiste (No-show) - Client didn’t arrive
Managing Appointments
Changing Appointment Status
The appointment card color and badge will update immediately to reflect the new status.
Editing an Appointment
Modify Details
The booking form opens in edit mode with all current information pre-filled.
- The modal title shows “Editar Reserva”
- Status dropdown appears in the header for quick status changes
- All fields can be modified
Deleting an Appointment
Best Practices
Booking Workflow
Check Availability
Before creating an appointment:
- Navigate to the desired date
- Review existing appointments
- Identify time gaps for new bookings
Create with Buffer Time
Add 10-15 minutes buffer between appointments for:
- Room cleaning and setup
- Staff preparation
- Client check-in/checkout
Preventing Double-Bookings
Handling No-Shows
Using Notes Effectively
Managing High-Volume Days
Planning Ahead
- Switch to Week View to see the full schedule
- Identify heavy booking days
- Ensure adequate staff coverage
- Block out lunch breaks and staff meetings
Same-Day Walk-Ins
Fast Entry
Use ”+ Nueva Cita” and select:
- Client (or create quickly if new)
- Nearest available time slot
- Service required
Understanding Service vs. Pack Selection
When to Use Services
- Single treatment appointments
- One-time services
- À la carte bookings
When to Use Packs
- Pre-purchased multi-session packages
- Treatment courses (e.g., 6-session programs)
- Bundled service combinations
Packs must be configured in the Packs module before they appear in the booking dropdown.
Troubleshooting
Appointment Doesn’t Appear After Creating
- Check the Date: Ensure you’re viewing the correct date
- Refresh the View: Navigate away and back to the Agenda
- Search for Client: Use the search bar to find the appointment
Cannot Select Client
If a client doesn’t appear in the dropdown:- They may not exist in the system - create them in Clientes first
- They may be marked as “Inactivo” - edit their profile to activate
- Check for spelling mistakes in your search
Overlapping Appointments
The system doesn’t prevent double-bookings automatically. To avoid conflicts:- Always check the day view before scheduling
- Use different staff members for overlapping times
- Ensure room/resource availability
Quick Reference: Status Updates
| Status | When to Use | Next Steps |
|---|---|---|
| Pendiente | Just created | Call client to confirm |
| Confirmada | Client confirmed | Wait for appointment time |
| Finalizada | Service completed | Process payment in TPV |
| Cancelada | Client cancelled | Follow cancellation policy |
| No asiste | Client didn’t show | Document and follow up |