5 sections — what's different
| Section | What it is | Different from |
|---|---|---|
| Appointments | The schedule of customers who booked a service/clinic slot in advance, or a walk-in appointment logged in-store | — |
| Services | The 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/packages | Service packages sold as a bundle — the customer pays once and draws down usage over time | Different from "Services," which is the single-service catalog priced per visit |
| Service mode | Basic 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 jobs | A board of jobs customers post looking for someone to do them — the shop submits a price to take the job | Different 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.
- 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)
- 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
- 3Click "+ Walk-in appointment" to log a customer who walked in themselves, without waiting for them to book through the app
- 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
| Symptom | Cause / fix |
|---|---|
| Closed an appointment but no receipt followed | You 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 fails | Temporary server connection issue — click "Retry" in the assign-provider sheet |
| The "Customers who bought" tab shows "?" instead of a count | Loading 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 remain | The 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 fails | Read 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 off | At least 1 mode must always stay on — the system will warn you rather than let you close them all |