Appointment Details: Edit, Message and Add Notes
Tap an appointment and its details open: the day and time in large type with the service's color, the service and its length, the provider, the price and the phone number with a WhatsApp button. With the pencil you change services, provider, day and time right there, without reloading.
By the Citalu team
The important things first
At the top are the day and time in the service's color. Below, the service with its minutes, who it's with, the price and the phone number. Everything else stays under "Show full information".
Edit without leaving
The pencil makes the appointment editable: you add or remove services and see the total, and you change the provider, the day or the time. Changes save without reloading the schedule.
The note for this session
Write how it turned out, what was used, how the client reacted and what to do next time. Shortcuts add each heading with one tap. Only your team sees the note, and it stays in the client profile.
Message and close out
From the same screen you can write on WhatsApp, send the appointment pass, record a payment taken in person, or cancel or delete the appointment.
How to put it into practice
- Tap an appointment on the schedule.
- Check the day, the service, the price and the phone number.
- Use the pencil to change it, or write the session note.
Frequently asked questions
Does the client see the session note?
No. Only your team sees it, in the appointment and in the client profile.
Can I change the price just for that appointment?
Yes. You change the minutes or the price for that appointment and your service menu stays the same.
Bring that order to your schedule
Try Citalu with your services and hours. You get 14 days free to see if it fits your business.