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Reception

"Reception" is an operational screen for day-to-day work. It brings together appointments for the selected date, sales with amounts due, and payment installments that need attention.

What you’ll learn​

  • How to use "Reception" as a daily operations view.
  • How to work with the three lanes: "Appointments", "Sales", and "Payment installments".
  • When to use filters and "Refresh".

When "Reception" is most useful​

  • When you handle clients on site and need quick access to appointments and payments.
  • When you want to see the appointment and the related sale in one place.
  • When your main focus is records with an amount "Due".

How to open "Reception"​

  1. From the main menu, open "Reception".
  2. Use the top bar for:
    • date through "Today", previous, next, and the date picker;
    • location or "All";
    • manual refresh with "Refresh".

What you can see on this screen​

  • "Appointments":
    • search by client;
    • status filter;
    • "All" / "Unpaid" / "Paid" filter;
    • time, client, service, and when needed, location;
    • a "Due" amount when the appointment has an unpaid sale;
    • "Checkout" or "Sale" button depending on whether a sale already exists;
    • direct status update from the card if you have permission.
  • "Sales":
    • list of sales for the day;
    • "Due" / "All" filter;
    • payment status and remaining amount;
    • direct access to the sale.
  • "Payment installments":
    • list of installments for the day;
    • "Due" / "All" filter;
    • installment status and amount;
    • direct access to the related sale.

How to work in "Reception"​

  1. At the start of the day, select the date and location.
  2. If you work with current visits, start from "Appointments".
  3. If you collect payments, review "Sales" and "Payment installments" with "Due" records first.
  4. Open the appointment or sale directly from the card you need.
  5. Use "Refresh" to reload all three lanes after changes.

What is important to know​

  • By default:
    • "Appointments" opens with the "Unpaid" filter;
    • "Sales" and "Payment installments" open with the "Due" filter.
  • The selected date, location, and filters are remembered and open again with the same values.
  • If you do not select a specific location, the appointment cards also show the location name.
  • "Refresh" reloads all three lanes.
  • The appointments lane also refreshes after key changes from "Calendar" and "Online booking".

Access permissions​

Section visibility depends on your permissions.

  • If you do not have access to a section, you will see an access restriction message.
  • Reception typically requires permissions for:
    • viewing appointments;
    • viewing sales/payments;
    • viewing installments.
  • Updating appointment status also requires appointment update permission.

If needed, ask an admin or manager to review your role.

What "due" means​

In Reception, "due" means there is an amount to collect.

  • For sales, these are unpaid or partially paid records.
  • For installments, these are installments with a not-paid status.

This helps teams prioritize what to process first.

"Now" indicator​

In "Appointments", the "Now" indicator helps you identify what is starting right now.

  • Use it as a quick priority marker during busy intervals.
  • Combine it with status filters for faster action.

In addition to "Now", the system also shows:

  • "Upcoming" for appointments that start later;
  • "Expired" for appointments whose time has already passed.

When to use "Refresh"​

Use "Refresh" when:

  • you just recorded a payment;
  • a teammate changed a related record;
  • the list does not match the expected current state.

Common situations and quick fixes​

  • No records visible: check date, location, and filters.
  • Empty lanes: there may be no records for the selected criteria.
  • Cannot open a specific record: check access permissions.
  • The appointment is already processed, but the card still looks outdated: use "Refresh".

Appointment status update from Reception​

If your role has the required permissions, you can update appointment status directly from the appointment card:

  1. Select a new status from the status dropdown inside the card.
  2. For critical statuses, the system asks for confirmation.
  3. On success, you see an on-screen confirmation.
Important

If the update fails, the system restores the previous status to prevent inconsistent state.

Helpful

Use Reception as your primary daily operations view, and keep Calendar and Reports for detailed planning and analysis.

Frequently asked questions

What is Reception best for?

Daily operational work when you need appointments, sales, and payment installments in one place.

Can I focus only on due payments?

Yes. In Sales and Payment installments, use the "Due" filter to show only records with remaining amounts.

When should I use "Refresh"?

Use it after recording a payment, after another teammate makes changes, or when the lanes do not show the expected current state.

Can I update an appointment status from here?

Yes, if you have the required permissions. Status is changed directly from the appointment card, and some statuses require confirmation.