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

• 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

Find next appointment for a person using “Bookings Button”

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

• 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. right click to select move appt to another date or drag and drop to change within the same day.

1. 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 “past bookings” AND “Future bookings” buttons

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

Move to Same Day

POS bookings list

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

• Right click > open to move

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

Open appointment > Client over-ride ? but need list of other family members ?

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

And the session booking screen does

Note that the attendee may need to pay the balance of the session

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

1. Call the customer

   1. Either delete or move one of these

   2. Move to a different person who will have a seperate POS transaction at end of session