A Group Itinerary is a summary of all appointments for a specific group and is often served as an appointment confirmation that is emailed to the guests at the time of booking.
From the Scheduler, you can export the group itinerary to view information such as the event date, contact, appointment date, services, technicians, customer notes added to each appointment, and cost of services.
To export the group itinerary:
- Navigate to the Scheduler and go to the date on which the group appointment was booked.
- Right-click on any appointment that belongs to the group.
- Select Group Itinerary from the context menu.
The Group Itinerary window opens displaying all the information of the group.
- Click Export Group Itinerary.
The information exports to an Excel sheet that displays all the group information along with any individual customer notes.