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The Agenda (Appointments) page provides a comprehensive calendar system for managing your studio’s bookings.

Agenda Views

The system offers four different views to suit different workflows:
  • Día (Day) - Time-slot view of a single day
  • Semana (Week) - Week-at-a-glance with all artists
  • Mes (Month) - Monthly calendar overview
  • Lista (List) - Sortable table of all appointments
Switch views using the view dropdown in the toolbar.

Creating a New Appointment

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Step 1: Open the New Appointment Dialog
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Click + Nueva cita from:
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  • The sidebar (left panel)
  • The main toolbar
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    The dialog opens with default values for the current date and time.
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    Step 2: Set Basic Details
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    Date and Time
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  • Fecha (dt_date) - Appointment date (calendar picker)
  • Hora - Hour (sp_hour, 0-23) and minute (sp_min, 0-59) spinboxes
  • Duración (min) (sp_dur) - Duration in minutes (15-600, step by 15)
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    The minute spinner increments by 5 minutes for quick selection.
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    Assignment
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  • Tatuador (cbo_artist) - Select an artist from the dropdown (searchable)
  • Cliente (cb_client) - Select or search for an existing client
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    Both artist and client fields are editable with autocomplete. Start typing to filter the list.
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    Service Details
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  • Servicio (ed_service) - Describe the service, design, or notes
  • Estado (cbo_status) - Initial status:
    • Activa (Active) - Default
    • En espera (On hold)
    • Completada (Completed)
    • Cancelada (Cancelled)
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    Step 3: Save the Appointment
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    Click Crear to save. The appointment appears on the calendar with:
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  • Client name
  • Service description
  • Start time
  • Color-coded by artist
  • Border color indicating status
  • Editing an Appointment

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    Step 1: Open Appointment Details
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    Click any appointment card on the calendar to open the edit dialog.
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    Step 2: Modify Details
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    Change any of the following:
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  • Date and time
  • Duration
  • Artist assignment
  • Client assignment
  • Service notes
  • Status
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    Changing the artist will update the appointment color. Make sure the new artist is available at the scheduled time.
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    Step 3: Save Changes
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    Click Guardar to update the appointment.

    Appointment Status

    Appointments can have different statuses that affect their appearance:
    Default status for new appointments. Fully visible with bright artist color.
    Appointment is tentative. Displayed with medium opacity and yellow status bar.
    Session finished. Displayed with high opacity and blue status bar.
    Appointment cancelled. Displayed with low opacity and red status bar.
    Client didn’t show up. Displayed with purple status bar.

    Appointment Context Menu

    Right-click any appointment to access quick actions:
    • Editar - Open edit dialog
    • Completar - Mark as completed
    • Cancelar - Mark as cancelled
    • Cobrar - Process payment
    • Eliminar - Delete appointment
    Deleting an appointment is permanent. Use the “Cancelada” status instead if you want to keep a record.

    Processing Payments

    When an appointment is completed:
    1
    Step 1: Open Payment Dialog
    2
    Right-click the appointment and select Cobrar, or use the context menu.
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    Step 2: Enter Payment Details
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  • Precio (sp_amount) - Total amount
  • Comisión (%) (sp_comm) - Studio commission percentage
  • Método de pago (cbo_method):
    • Efectivo (Cash)
    • Tarjeta (Card)
    • Transferencia (Transfer)
    • Mixto (Mixed)
  • Nota (ed_note) - Payment reference or notes
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    The commission amount is automatically calculated and displayed based on the percentage and total amount.
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    Step 3: Confirm Payment
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    Click OK to save. The system creates a transaction record linked to:
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  • The session/appointment
  • The artist
  • The client
  • Filtering Appointments

    The sidebar offers several filtering options:

    By Date

    Use the mini calendar to jump to any date. The selected date is highlighted.

    By Artist

    Check/uncheck artist names to show/hide their appointments. Each artist has:
    • A colored checkbox matching their assigned color
    • Name label
    • Appointment count

    By Status

    Use the Estado dropdown to filter:
    • Todos (All)
    • Activa
    • Completada
    • Cancelada
    • En espera

    By Client

    Type in the Buscar cliente field to filter appointments by client name.
    Filters work together. For example, you can view only active appointments for a specific artist on a particular date.

    Date Navigation

    • Hoy - Jump to today’s date
    • ‹ / › - Navigate to previous/next period (day/week/month depending on view)
    • Mini calendar - Click any date to jump to it

    View Controls

    • Día / Semana / Mes / Lista - Switch between calendar views
    • Exportar - Export appointments to CSV:
      • Día actual (Current day)
      • Semana (Week)
      • Lista (Filtered list)

    Exporting Appointments

    Export appointments to CSV for external use:
    1. Click Exportar ▾ in the toolbar
    2. Select export scope:
      • Día actual (CSV) - Today’s appointments
      • Semana (CSV) - Current week
      • Lista (CSV) - Current filtered list view
    3. Choose save location
    4. Open the CSV in Excel or your preferred spreadsheet application

    Agenda Settings

    Customize working hours in settings.json:
    {
      "agenda_hours": {
        "start": "08:00",
        "end": "21:30",
        "step": 30
      }
    }
    
    • start - Day start time (HH:MM format)
    • end - Day end time
    • step - Time slot interval in minutes (5, 10, 15, 20, 30, or 60)
    Changes to agenda hours apply immediately when you return to the Appointments page.

    Best Practices

    Confirm Appointments

    Contact clients 24 hours before their appointment to reduce no-shows.

    Use Status Effectively

    Mark tentative bookings as “En espera” until deposits are received.

    Track Completion

    Mark appointments as “Completada” when finished to maintain accurate records.

    Document No-Shows

    Use the “No-show” status instead of deleting to track client reliability.

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