This article will walk you through adding lot details for service products used in appointments.
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Adding lot information during appointment checkout
Adding lot information for a completed appointment
Adding lot information for a product in Inventory
Adding lot information during appointment checkout
1. Log in to your Moxie Suite account using this link.
2. On the bottom of your screen, click Schedule. 
3. Once on the Your Schedule page, click on the appointment you want to check out. 
4. For a service with variable prices (i.e., Neurotoxins), scroll down to Services & Products, and click the purple Add products text below the service name.
5. Once on the Add products page, check off the product you used, and the quantity. Once that has been updated click the purple Add product details text.
6. In the Add Product Details popup, click on the Lot Number dropdown, select the appropriate Lot number, and then enter the product usage information for charting in the provided text field. Click Save when you're finished.
✏️ Note - Need to add product to inventory? Follow the steps in this help center article.
7. After entering Lot information click Save on the Add products page.
8. Repeat the previous steps for any additional product used during the appointment.
✏️ Note - Need a refresher on completing the checkout process? Review this article.
Adding Lot information for a completed appointment.
1. On the bottom of your screen click on the Clients tab.
2. Search for the client with the completed appointment, then click on the client card.
💡 Tip - You can search by name or client phone number.
3. On the Client details page scroll down to the Appointments history section and click on the carrot to the right to expand the menu. On the expanded menu scroll down to find the completed appointment then click on the View full appointment details text on the appointment card.
💡Tip - if the desired appointment is not displayed click on the purple View full history button to see all appointments.
4. On the Appointment Details page scroll down to the products notes section. Here you will see the product and amount used. When no lot details have been added you'll see the following text under the product "No details have been dded yet".
In order to add lot details click on the pencil to the right.
5. In the Edit transaction details popup, select a lot from the Lot number dropdown - this will automatically fill in the Expiration field. Enter usage details in the Note field and click Save to finish.
6. The lot information will now be displayed on the Products notes section of the completed appointment and the Transaction tab for this product in Inventory.
Adding lot information for a product in Inventory
1. Click More > Inventory.
2. After navigating to the Inventory page you'll see a list of your service products.
❗Important - Only service products which have been toggled on within your Official Offerings and that we currently offering inventory for will be displayed.
3. Click on the specific service product you're interested in adding lot details for.
4. On the next page, click on Transactions and find the appointment with no lot details. Once you've found the desired appointment click on the pencil icon to the right.
5. In the Edit transaction details popup, select a lot from the Lot number dropdown - this will automatically fill in the Expiration field. Enter usage details in the Note field and click Save to finish.
6. The lot information will now be displayed on the Transaction tab for this product in Inventory and on the Products notes section of the completed appointment.
Ta da 🙌 you're now ready to add lot information to product used on appointments in various ways.
Watch the video on how to add lot details to product used in appointments below.