Overview
Appointments are blocks of time in which staff meet with customers at a predetermined time. The appointments calendar is where staff may book, edit, delete, and view customer appointments. The appointments calendar is staff-facing only. For information on the customer-facing booking calendar, refer to customer site.
Time Blocks
Appointment calendar time blocks are colour coded to indicate availability.
Green - This time black has availability and at least one appointment may be booked
White - This time block has no availability and therefore no appointments may be booked
Red - This time block has availability but is full and therefore no more appointments may be booked
Yellow -This time block is in the past and therefore no appointments may be booked
Create an Appointment on a Customer's Behalf
Important Note: Appointments cannot be created (by staff or customers) unless appropriate availability is already in place for the corresponding block of time.
Navigate to Appointments on the left-hand navigation menu
Select Appointments at the top right corner of the screen
Select the + button in the top left corner of the screen to open the booking calendar window
Select a service type (if required)
Select a staff member
Select a date
Select a time; the Customer Details page will open
Enter the relevant customer details then select Save. The appointment should now be visible on the Appointment Calendar
View & Edit Existing Appointments
To view or edit an existing appointment, select it on the appointment calendar and the appointment edit window will open. From here you can modify customer information, view uploaded forms/waivers/files, reschedule, cancel, or complete the appointment, or mark the appointment as arrived.
Filters
The appointment calendar has two filters that can be used to show or hide specific appointments.
Queues/Service Types - Located at the top centre of the page, this filter allows appointments to be filtered by specific queues or specific service types
Staff - Located at the top right of the page, this filter allows appointments to be filtered by assigned staff
Additional Functions
Select the vertical ellipses button to find additional functions, including
Search Appointments - View appointments as a searchable, sortable, and filterable report
List Availability - View availability as a searchable, sortable, and filterable report
Send Alert to Upcoming Appointments - Send a bulk message to customers with upcoming appointments
Print Appointments - Opens a print-friendly view of appointments
