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

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

   2. Future > next visit / changes

Open

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

Open

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