Appointments in Staff Portal

Daily main UI for Staff is appointment management. Simpler than Manager calendar, focused only on own bookings.

Where to find it

/staff-portal/ (Dashboard) – today's bookings list. /staff-portal/appointments/[id] – booking details.

Daily Dashboard

Main page shows:

Today's bookings (sorted by time)
Daily summary: e.g., "2/5 completed," new customers, revenue
Day navigator: click to other day
Weekly schedule sidebar: weekly overview

Status filtering (Confirmed / In Progress / Completed / No-show).

Status workflow

A booking takes 5 states during the day:

1. CONFIRMED (default)

Customer booked, confirmed. Not arrived yet.

2. IN_PROGRESS

You click when customer arrives and service starts.

3. COMPLETED

Service done. You click finish button.

4. NO_SHOW

Customer didn't arrive, mark with NO_SHOW button.

5. CANCELLED

Rarely Staff's task, usually Manager / Reception.

Quick-status buttons

Big buttons on booking-detail for transitions. One click, done.

Appointment detail

Open a booking:

Customer info (name, phone, email, photo)
Service breakdown (what's booked, price, duration)
Booking Q&A (customer form answers if consultation was done)
Previous visits (customer's prior bookings with you)
Customer photos (before/after from customer's photo gallery)
Alerts (allergy, birthday, medical)
Notes (booking-specific)

Notes

Booking-level

"Notes" field: "Customer asked for quieter music." Next time you read.

Customer-level

Separate notes on customer profile:

General
Medical (important!)
Preference (e.g., favorite service)
Alert (highlighted warning)

Upsell on appointment

If customer buys a product during:

Booking-detail → Add product
Product search (from POS)
Quantity, price
To cart

Booking revenue grows, you (Staff) get commission on product.

Service swap or add

Within booking:

Add service (extra, e.g., "After haircut, scalp treatment")
Modify service (replace original)

Price auto-updates.

When to use it

Scenario 1, customer arrives Customer walks in. Booking-detail → "In Progress" button. Time tracking starts.

Scenario 2, customer finishes Service end. "Completed" button. Commission record generated.

Scenario 3, no-show 14:00 customer not there at 14:30. "No-show" button. Manager handles fee.

Scenario 4, customer buys during Customer buys shampoo. Add product → Schwarzkopf Shampoo → 1 pc. Price added.

Scenario 5, customer-info read New booking with new customer. Booking-detail → Customer Q&A: "Skin type: sensitive, allergy: paraben." Prepare.

Tips

Status-workflow adherence critical for Reports, don't leave Confirmed something already Completed.
Appointment notes written once, read often, be detailed.
Customer-level Medical note mandatory for allergy or medical question.
Upsell commission should be on (Manager-level), else Staff not motivated.
Day navigator makes looking ahead easy: tomorrow's bookings, where to prepare.
Weekly schedule sidebar for longer planning, many future bookings.

Appointments and state-management