Creating an appointment for a child or dependant

You can create an appointment with notifications and integrated invoicing and attach it to an existing customer

To create an appointment for a dependant, follow these steps:

  1. Create an appointment as normal
  2. After choosing the main contact (eg. the parent), click the "+ add a dependant" button.
  3. Type the name of the dependant (eg. the child).
  4. Finish creating the appointment as normal.

What happens:

  • The appointment is created with the name of the child visible on the calendar.
  • The appointment is attached to the parent.

This means:

  • You will be able to find these appointments under the parent's details from the clients page.
  • You will be able to generate invoices for the child and the parent seperately by simply choosing the appropriate appointments when creating the invoice.
  • Notifications will be sent to the parent's contact details.