Korat

Take appointments and sell packages

A system for service shops/clinics — take customer bookings, log walk-in appointments, set up a service catalog and courses/packages, set how the shop receives customers, and take freelance jobs from the job board.

5 sections — what's different

SectionWhat it isDifferent from
AppointmentsThe schedule of customers who booked a service/clinic slot in advance, or a walk-in appointment logged in-store
ServicesThe catalog of services the shop offers for booking (name, price, duration)Different from "Courses/packages," which sell as a bundle for the customer to draw down over time
Courses/packagesService packages sold as a bundle — the customer pays once and draws down usage over timeDifferent from "Services," which is the single-service catalog priced per visit
Service modeBasic setting for how the shop takes customers (table number/queue ticket/counter/no table number)A shop-mode setting, not the actual table or queue management page
Freelance jobsA board of jobs customers post looking for someone to do them — the shop submits a price to take the jobDifferent from hiring staff for the shop (that's under "Hiring")

Appointments

The board has 3 tabs: Awaiting confirmation (the count needing a decision) · Today · All — cards are ordered today first, then soonest upcoming, then most recent past.

  1. 1A new booking from a customer shows status "Awaiting confirmation" — click "Confirm" or "Decline" (declining requires a second confirmation; the customer will see it was declined)
  2. 2For a "Confirmed" appointment, click "Complete" to close it out (the system automatically issues a receipt in the same step — appointments booked from a course/package don't issue a duplicate receipt, since payment was already taken when the course was purchased), or click "No-show" if the customer didn't turn up
  3. 3Click "+ Walk-in appointment" to log a customer who walked in themselves, without waiting for them to book through the app
  4. 4Click "Provider not yet assigned" to choose the staff member responsible for that appointment

"Cancelled by customer" is a status the customer sets by cancelling from their own side — the shop has no button to set this status itself.

Services

The catalog of services the shop offers for booking: name, price, duration (minutes). Add/edit/delete/temporarily close for booking (requires the "manage menu/products" permission, catalog.manage). This list also auto-fills the price on the walk-in appointment form.

Courses/packages

Two kinds: Courses (counted by number of uses) and Membership (counted by time period). Each package sets a price, number of uses/valid dates, and a description.

Customers who bought

Shows each customer's status: usable · fully used · expired — a course with remaining uses can be clicked "Deduct 1 use" to record each use.

A wrongly deducted use cannot be undone from this page — the shop owner must fix it in the mobile app. Make sure before confirming every time.

Service mode

Set the shop's basic mode (not the actual table/queue management page, just the mode setting): whether the shop takes customers by table number, queue ticket, counter, or no table number — at least 1 mode must always stay on, along with which one to show first when a new round opens. Also sets the menu layout, table count, and turning advance ordering (takeaway) or pickup on/off.

Freelance jobs

A shared job board where customers post jobs looking for someone to do them (different from "Hiring," which is recruiting staff for the shop). Split into 2 tabs:

  • Open board — all jobs still open for offers. Click "Submit offer" to bid on behalf of the shop: price, price unit (per job/per hour/per day), earliest start date, and a message to the person hiring
  • Shop offers — offers the shop has already submitted, with status. You can withdraw an offer if it hasn't been accepted yet; once an offer is accepted, click "Job site address" to see details

The job site address is only visible to a shop whose offer has been accepted, and closes as soon as the job ends or is cancelled. Some job categories require identity verification before you can submit an offer — if blocked, the system will tell you to verify your identity on the profile page in the app first.

What can break

SymptomCause / fix
Closed an appointment but no receipt followedYou must click the "Complete" button specifically, not another button — this button closes the appointment and issues the receipt in one step
Loading the staff list to assign failsTemporary server connection issue — click "Retry" in the assign-provider sheet
The "Customers who bought" tab shows "?" instead of a countLoading the list of buying customers failed — the system won't dare claim it's 0, since there may be real customers not yet showing
Can't deduct a course use even though uses remainThe expiry date has passed but the system hasn't updated the status yet — deduction is blocked; you must wait for the status update first
Submitting a freelance job offer failsRead the message from the server shown in the notice box — if it's about identity verification, verify on the profile page in the app first
A round is closed but service mode has every option turned offAt least 1 mode must always stay on — the system will warn you rather than let you close them all