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Appointment Maker "Week View" and "Day View" Features (Admin)
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The "Week View" shows all of the combined available time slots for all selected employees for the selected week. The 'Day View" feature displays the specifics for all selected employees for all existing and available slots on the selected day. The "Day View" will allow the site admin and store managers to view their store's appointment details for any given days. This page will display all existing appointments and all available time slots for all of that stores employees for that day. Further all of the appointments will be displayed according to their appointment color code, set during the appointment maker setup. A user may scroll over an appointment to view its details. A user may then click an appointment to edit its details or to cancel, recreate or rescedule the appointment. |
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Select a Customer & Service to Create an Appointment (Admin)
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The first step is to select the customer to create the appointment for, and the type of service the appointment will be for. The appointment maker will allow company side users (admin, managers & employees) to select any customer, confirmed or not, to create an appoinment for. The appointment maker will also allow users to create an appointment for an arbitrary customer. Once the customer is selected it is necessary to select a service. Selecting a service will set the amount of time that will be required for the service, and it will limit the employees to the employees who are associated with that service. |
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Select or Change the Service Location (Admin)
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The next step is to select the location where the appointment will be created. This step is only necessary for company administrators. Store managers & employees are only able to create appointments at their own store. |
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Appointment Maker Employee Selection (Admin)
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By default the appointment maker selects all employees at the selected locaiton that offer the selected service. A user may modify this and select one or more employees that are eligible for the appointment. The system will then automatically determine all time slots where the appointment may be created by combining the available schedule for each employee. When a time is selected the system will automatically determine which employee to create the appointment for from the list of selected employees. |
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Set the Appointment Time & Date (Admin)
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The appointment maker displays all available times for the entire selected week. A user may change the week, month or year by using the provided calendars at the bottom left of the page. When a user places their mouse over a time, it will display the details of that time in the top of the appointment maker time selector section. The calendar will automatically determine which time slots are available where the appointment will fit for all selected employees. The system will then combine the available times into a single calendar. If a time slot is not avalable then it is not displayed. When a user selects an available time, then they are taken to the appointment maker confirmation page to confirm the details of the appointment. |
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The blue slots represent
the available time slots
for all selected
employees |
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