Create an Appointment
How to Create an Appointment in Muhasib ERP
Overview
This guide will help you schedule a customer appointment with the intended services/items, staff, time, and status.
Muhasib creates an appointment for dashboards/inquiries and later conversion. Company settings determine default and conversion statuses.
Who can do this
You need access to Appointment/Pos Appointment Entry plus customer, item, and staff selection rights.
Before you start
Create appointment statuses, customer, services/items, staff, and availability; define deposit/payment policy.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → New Appointment, or POS sale type → Appointment.
Create an Appointment
Step 1: Start a new appointment
Step 2: Select customer/contact/address
Step 3: Enter scheduled date/time and notes
Step 4: Select services/items and assigned staff
Step 5: Select the intended status
Step 6: Review price/tax/deposit where supported
Step 7: Save once
Check your work
Find it in Appointment Dashboard/Inquiry and confirm schedule, customer, staff, lines, status, and absence/presence of deposit effects.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not duplicate an appointment after uncertain save.
- Confirm time zone and staff assignment.