Services, Customers & Appointments

Services are the building blocks of appointments and public booking. Go to Services in the sidebar and click Add service.

Fields you can configure:

• Name: For example, Haircut, Facial, or Bridal Makeup.
• Duration: How long the service takes in minutes. This drives appointment slots.
• Price: Optional price in INR. Shown on the public booking page.
• Color: A visual color for the service in calendars and reports.
• Staff: Assign staff members who can perform this service.

Customers are also called contacts in Evernaro. Add them manually under Customers or import them from a CSV file.

For each customer you can store:

• Name, phone, and email.
• Tags such as VIP or Repeat.
• Notes about preferences or history.
• Appointments, invoices, queue entries, and conversation history.

When a customer messages you through a connected channel, Evernaro automatically links the message to their contact record if the phone or email matches.

Appointments connect a customer, a service, a staff member, and a time slot. Go to Appointments and click New appointment.

1. Select the customer.
2. Select the service.
3. Select the staff member (optional).
4. Pick the date and time.
5. Add notes if needed.
6. Save the appointment.

Appointment statuses:

• Booked: Reserved but not yet confirmed.
• Confirmed: Ready to happen.
• Completed: Finished.
• Cancelled: No longer happening.

Customer → Service → Appointment is the core workflow in Evernaro:

1. A customer books or is booked for a service.
2. Evernaro creates an appointment with the right duration and staff.
3. Automated reminders are generated based on the appointment time.
4. After the appointment, follow-up messages or review requests can be sent automatically.