View Articles by Category

There are no sub categories
Add an article to this category

Category » Appointmentsrss button

(Page 1 of 2)    
  | 1 | 2 |   

There were 28 articles found in this category:

  1. question
    Appointments Tab Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The Appointments tab of Site Administration is used as the primary resource for managing your schedules. From the Appointments tab you can add, change, and cancel appointments, and take many other actions such as checking availab ...
  2. question
    Notes & Reminders Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Do you need a way to let staff communicate important information when logged in to AppointmentPlus? The Notes & Reminders feature will give your staff the ability to add internal notes below the calendar/s in your Appointmen ...
  3. question
    How can I make the Make Appointment box smaller?
    PRICING TIER: All APPOINTMENT VERSION: Single only When using the Single Appointments Per Time Slot version of Appointment-Plus, several preferences are available to include additional details for each appointment. Setting these preferences to "No" will reduce the amount of detail shown ...
  4. question
    How do I set 24 hour open hours?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple 24 Hour Operation is used to let your appointments span from one day to the next. For Example: An appointment that starts at 11:00PM & ends 1:00AM the following day. Setting the start and end times of your open hours to: "M ...
  5. question
    How do I block out time when I won't be available for appointments?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple On the appointment grid in Site Administration, you will see a (quick reserve) icon and a (appointment/reserve) icon for each open time slot. These two icons allow you to block out times when you will not be available for Appoi ...
  6. question
    Recurring Appointments Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Recurring appointments (also known as "standing appointments") can be created when appointments are being scheduled via Site Administration. You will need to enable the Recurring Appointments preference before creating any. Con ...
  7. question
    Can I schedule more than one customer in a time slot?
    PRICING TIER: Silver & Gold APPOINTMENT VERSION: Single & Multiple You can schedule more than one client in a time slot for a particular staff member by using our "multiple appointments per time slot" version of the system. The Multiple Appointments Per Time Slot version is only av ...
  8. question
    How can I overlap appointments?
    PRICING TIER: All APPOINTMENT VERSION: Single ONLY Enable for Multiple Appointments Per Time Slot Version: CLICK: "Settings" tab > Appointments > Preference #17 > Yes Enable for Single Appointment Per Time Slot version: CLICK: "Settings" tab > Appointments > Preference #2 ...
  9. question
    How do I cancel appointments?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To cancel an appointment, select it on the schedule, or though a customers "Appointment History." Next, click on the “Cancel Appointment” button in the pop-up window. When you cancel appointments, it removes them ...
  10. question
    How do I view my schedule in day, week or month view?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple From the appointment grid, you can view staff member schedules in a day, week, or month view. No matter what your default view is on the appointment grid, you can always change your schedule view by accessing the gear icon () to ...
  11. question
    Recurring Reserve Times Overview
    PRICING TIER: All SOFTWARE VERSION: Single Appointment Per Time Slot ONLY Recurring Reserve Times are used to block out times when you will not be available for appointments and can be created when scheduling appointments via Site Administration. The Recurring Reserve Times feature is enab ...
  12. question
    How do I add a buffer time between appointments?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple When you create a service, you are prompted to enter a duration for the service. If you have a 1 hour service and do not need any buffer time between appointments, you would enter a duration of “1 hour”. If, for examp ...
  13. question
    What is the difference between Customer Notes, Appointment Notes, and Special Instructions?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple When making appointments, customers and staff members have the ability to add notes to the appointment details. Notes can be internal only for staff members, or intended for the customer and staff members to see. See Figure 1, ...
  14. question
    How do I schedule appointments outside my normal hours?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Frist you will need to expand your overall hours to encompass any times outside of the normal hours that you may need to make appointments. Your clients will not see your "Open Hours". They only see the schedule set up with your ...
  15. question
    Can I display more information on the appointment grid?
    PRICING TIER: All APPOINTMENT VERSION: Single The information fields that can display within appointments on the Appointment Grid next to the customer name are: Service Daytime Phone # Evening Phone # Birth Date City Zip/Postal Code Account Number The setting used to add or remove these ...
  16. question
    How can I stop customers from making same-day appointments?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Administrators can make adjustments to same day setting through the preferences section of Appointment-Plus. To set the number of days after the current day customers can schedule: CLICK: Settings Tab > Appointments > Prefe ...
  17. question
    How do I tell the system my vacation days?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple There are two types of vacations or holidays: those at the organization level and those at the staff member level. If you specify a date as a holiday at the organization level, it then applies to all staff members. To do this, cl ...
  18. question
    How do I change the times listed along the left side of the appointment grid?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The times that are listed along the left side of the Appointment Grid are controlled by the “Appointments Start” preference. This preference is in the Appointments section of Preferences. If you set this preference to ...
  19. question
    How can I change the default view on the appointment grid?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The three options for the default view are day, week, and month. This default view can be set within the "Appointments" section of preferences. If using the Single Appointment Per Time Slot Version CLICK: Settings Tab > Appoi ...
  20. question
    How do I make appointments?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To make appointments, do the following: Click on the Appointments tab at the top left corner of your account. Select a time slot from a schedule on the Appointment Grid. From the Appointment Details pop-up window select an exis ...
(Page 1 of 2)    
  | 1 | 2 |