Using Appointment Scheduling

The Appointment Scheduling Application provides a comprehensive platform to manage appointments, customers, services, and user roles while offering customizable settings and integrations.

1. Header Navigation Overview

After logging in, the application header contains the following sections:

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2. Calendar 

The Calendar Tab displays a table with Date and Time slots. Users can:

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Managing Appointments
  1. Click on a Date/Time slot.

  2. Choose between:

    • Unavailability: Mark specific time as unavailable.
    • Appointment: Schedule an appointment.

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  3. If Appointment is selected, fill out the following details:

    • Service
    • Provider
    • Color (visual representation)
    • Start Date/Time and End Date/Time
    • Timezone
    • Location
    • Notes
    • Status
  4. Fill in the Customer Details Section:

    • First and Last Name
    • Address
    • City
    • Zip Code
    • Phone Number
    • Language
  5. Click Save to finalize the appointment.

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    Note: You can either add new customer and enter their details or select from an existing customer for details to be auto filled.

3. Customers 

The Customers Tab allows users to manage customer information and view associated appointments.

Customer Details

Fill in the following details to add or update a customer:

Appointments Section

A separate box displays all appointments associated with the customer.

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4. Services 

The Services Tab includes two dropdowns:

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a) Services

Add or manage service details:

b) Categories

Add or manage service categories:

5. Users 

The Users Tab manages user roles and is divided into three roles:

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a) Providers

Add or manage provider details:

b) Secretaries

Follow the same process as Providers.

c). Admin

Follow the same process as Providers.

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6. Settings 

The Settings Section is divided into multiple areas and is found in the drop down below the user name:

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General Settings
Booking Settings
Business Logic
Integrations

The application supports multiple integrations:

  1. Webhooks:

    • Send HTTP notifications to external applications for events like appointment creation or customer removal.
  2. Google Analytics:

    • Add tracking code to the public booking topic to monitor sessions.
  3. Matomo Analytics:

    • Similar to Google Analytics, track booking sessions.
  4. API:

    • Use HTTP protocol to interact with the application's data and create custom integrations.
  5. LDAP Integration:

    • Connect to an LDAP server for Single Sign-On (SSO) and automatic user imports.

8. Account

The Account tab allows users to edit their details The topic includes:

This documentation covers all primary functionalities of the Appointment Scheduling Application, including user roles, managing appointments, customers, and services, as well as settings and integrations.


Revision #1
Created 24 December 2024 04:34:42 by Admin
Updated 24 December 2024 04:35:14 by Admin