Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Admin can find the appointment by looking up client details and double clicking on their name to get a drop down view of all bookings past, present and future

...

From the Point of Sale

Client calls, emails, sends an SMS or walks in requesting to change a booking by date and/or time.

...

Find next appointment for a person using “Bookings Button”

  1. (warning) right click to open the session to move / open it from that list

    1. Email update sent by the system

    2. Audit trail of date / time changes ? last emailed date / time ?

  2. Want (warning) “past bookings” AND “Future bookings” buttons

    1. Past > Clients want to see appointment patterns - eg who treated me last time ?

    2. Future > next visit / changes

...

Move to Same Day

POS bookings list

  • (warning) Right click > move to same day list of available slots

  • (warning) Right click > open to move

From the Calendar View

Calendar > Right click > move to same day list of available slots

...

Does not currently find family members - like the POS screen does (warning)

...

And the session booking screen does

...