Book an appointment
Add a scheduled visit with the correct client, services, and technician preference.
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
How to do it
- 1
Open the appointment board and choose the correct date and location.
- 2
Select an existing client or create the minimum required client record.
- 3
Add services and record whether a technician is requested or flexible.
- 4
Confirm the start time, expected duration, and client contact details.
- 5
Review the summary with the client, then save.
The book an appointment workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- A requested technician should remain visibly different from a general preference or automatic assignment.
- Confirm client consent before sending promotional messages; appointment communications are separate.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.