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The Calendar (Scheduler)

The schedule is where everything happens. This article will explain how to use the features on the schedule.

If you haven’t set up your site completely, then there might not be much to look at on the appointment schedule. Make sure you’ve completed all of the steps to setup your calendar before you start to use the schedule.

Calendar Overview

The below will indicate what each feature does in the above diagram.

  • Refresh the Calendar.

  • Show/Hide Contacts Finder - quick access to clients card.

  • Show/Hide Recalls Finder - check recalls list.

  • Show/Hide EPOS - make a sale.

  • Show/Hide Confirmed Finder - list of confirmed appointments.

  • Show Left Info Panel

  • View List/Day/Week Mode

  • Go to Today - This will take you to the todays list.

  • Previous Day / Week & Next Day / Week - Here we can move back & forward between days/weeks.

  • Go - This allows us to jump ahead in weeks.

  • Privacy (F6) - Names of clients will appear as 'Private' on calendar.

  • Room / Employees View - Calendar will be divided in Rooms/Employees.

 

  • Show/Hide Search Available

  • Show/Hide Performance - Performance statistics for a date by employee

Tools - Last 10 Clients, Schedule Manager, Column Ordering, Todays List, Task Manager, Theatre List, Print Day Sheet, Lock Screen, How to, Legend, Select Location.

 

 

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