| A rich internet application
for administrators. |
| Business Details |
Set up your timezone, currency symbol, appointment constraints and the colors for your client scheduler. |
| Business Hours |
Use the click and drag interface to set up weekly business hours. You can also set up exceptions, either closed times or open times that vary from regular hours. |
| Staff / Resources |
Add staff that accept appointments. Set up regular
working hours (constrained by your business hours) for which each
accepts appointments. (A non-staff resource, like equipment, is
currently implemented the same as a staff resource.) |
| Services |
Add the services offered by your business. For each
service specify 1 or more durations and the staff that offer the
service. Specify pre and post times to allow for
preparation before and clean up or recovery after the service. |
| Off Site Services |
Do you go to your client's site for a service?
If so simply mark a service as off-site. When an off-site appointment
is scheduled the client is prompted to enter the address of the
appointment. |
| Private Services |
Are there services you want on your calendar but
do not want clients to book online? If so, mark a service as private.
The service will only be available to book on the Receptionist
Desktop, not the Client Scheduler. |
| Services Notes |
Is there additional information you would like to
prompt a client for when they book an appointment? Check the Client
Info box for a service, then enter the prompt you would like to
display to the client. Before a client booking is completed the
client will be presented with the prompt. The information they enter
is recorded in the Notes field of the appointment. |
| Clients |
You can maintain client data either here or in the Receptionist Desktop. However, this is the only place from a client record can be deleted. |
| Client Logins |
Turn on the feature to Require Client Login and set
up and maintain the client logins. We believe that requiring a client
to log in is a barrier to completing online appointment scheduling.
We do not recommend this feature. Use it
only when you truly want to restrict
access to your Client Schduler. |
| (Other) Logins |
Maintain logins for receptionist and administrator users. |