...
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”
right click to open the session to move / open it from that listEmail update sent by the system
Audit trail of date / time changes ? last emailed date / time ?
Want
“past bookings” AND “Future bookings” buttonsPast > Clients want to see appointment patterns - eg who treated me last time ?
Future > next visit / changes
...
Move to Same Day
POS bookings list
- Right click > move to same day list of available slots
- Right click > open to move
From the Calendar View
Calendar > Right click > move to same day list of available slots
...
Move to alternative date / therapist
Right click > open to move:
...
Current therapist chosen by default - nav calendar then times
Alternative therapist can be chosen - nav calendar then times
Give appointment spot to another person in the family - or another person
...
Does not currently find family members - like the POS screen does
...
And the session booking screen does
...
Client Duplicate Bookings
If a client online accidentally creates 2 bookings in their name, with 2 separate deposits and we need to update amend the booking by client name
...
Call the customer
Either delete or move one of these
Move to a different person who will have a seperate POS transaction at end of session