Customer Loyalty Program Module

Introduction to Resources and Calendar Modules #

• The resources and calendar modules enable appointment scheduling within Delta First.

Setting Up Resources #

• Access the resources module to add:
  • Rooms
  • Tables
  • Chairs
• For each resource, input:
  • Name
  • Services provided
  • Available days
  • Available times per day

Linking Resources to the Calendar #

• Resources are displayed in the calendar module.
• Available time slots are shown beneath each resource.

Scheduling an Appointment #

• Click on the desired time slot.
• Add customer information.
• Select the service to be provided.
• Assign a specific service provider if necessary.

Managing Appointment Details #

• The service duration is pre-populated.
• Add internal notes.
• View past or upcoming appointments for the customer.
• Save the appointment, blocking the selected time slot (e.g., 11:00 AM – 12:00 PM for David Bowen).

Editing and Canceling Appointments #

• Appointments can be:
  • Edited
  • Canceled
  • Deleted

Adding Retail Products to Appointments #

• Navigate to retail products to add additional services or products.
• Example products: Backscratcher, head scratcher.

Checkout Process #

• On the checkout screen, select payment method:
  • Credit card
  • Cash
  • Check
  • Virtual terminal
  • Pay by link
• Example: Select cash and accept tender.

Finalizing the Appointment #

• Send an email receipt if needed.
• Completed appointments are indicated by a green color on the calendar.

Conclusion #

• The calendar module offers an efficient way to schedule, manage, and finalize appointments, integrating both services and product sales seamlessly.