The booking menu

Right click on an appointment, note or empty space in the booking area to display the appointment menu. It looks like this if you click over empty space:

Items which are selectable in the given context are in dark text. Items you cannot access are greyed out. Let’s step through them in top-down order:

Close Menu: Select to hide the menu

Due: Select to set an appointment status as “due”. This means the guest hasn’t arrived yet. This is the default setting when you first make a booking. The appointment status is displayed by the colour of the turnaround bar. The following is an example of a “due” appointment :

Arrived: Select this to flag that the guest has arrived on site. Either the guest is relaxing before their first treatment, or they are somewhere within the salon/spa having a treatment. An appointment with the “arrived” flag set looks like this:

Paid: Select this flag to inform your fellow receptionists that the guest has paid for the booking. This is especially important with prepaid treatments – saving you the embarrassment of asking the guest to pay twice. A paid appointment looks like this:

I’d like to digress slightly here and point out the difference between a paid appointment, and one that has had its payment put through as a sale. The image above reflects a booking that has been paid for, but that sale has yet to be put through the Mandala point of sale process. Spas or salons that are part of a larger hotel often have a separate point of sale system already in place – through which all sales are made. In such cases, Mandala functions more as a booking engine than a point of sale. As a result, receptionists are typically not inclined to double process a sale by also putting it through the Mandala system for each and every sale. In such cases, the receptionist simply selects the “paid” option from the appointment menu as a visual reminder and waits until end of day to lock all appointments into the system as “sold” in one batch.

An appointment that has been “sold” through the Mandala point of sale, looks like this:

An appointment won’t display in your reports/statistics until you process it through the sale dialog. Luckily for those using a separate point of sale, batch processing is very easy – just 3 thoughtless clicks will do. Click here for more information on sales.

Delete: Deletes the appointment currently under the mouse. If you are hovering over a collection of appointments, then the whole collection will be deleted.

Undelete: Returns the last deleted appointment to its original condition. Note that you can delete a large number of appointments, and still be able to undelete them all, one by one.

Note: Selecting this accesses the note dialog. The note dialog allows you to create informative notes and messages in each booking column. Click here for more details on creating notes.

Lunch: This is a custom quick-note, set to a word and duration of your choosing via the settings dialog. It is set to a 45 minute lunch by default, as this is an extremely common note.

Sale: Will open the sale dialog with the appointment under mouse already queued up as a sale item.

Secret functionality alert! You can select multiple appointments by holding down the left shift key and left clicking on them. Then you can sell the lot by right clicking and selecting “Sale” from the appointment menu.

Link: This option links an appointment to the one immediately above it.  Linked appointments are moved together, deleted together and sold together. This is what two linked appointments look like:

Unlink: The reverse of link above, unlinks an appointment from the one immediately above.

Room: This is a sub menu. Follow the arrow to the right to reveal a list of rooms. Select one of them to change the treatment room of the appointment under mouse.

Calendar: Another contender for “useless option of the year award”. Hides or shows the calendar and readout areas.