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.
Related guides
Convert an Appointment to a Sale
Review the Appointment Dashboard
Review the Appointment Inquiry
What to do next
Convert an Appointment to a Sale.