The appointment assistant makes it easier for you to find available appointments. This is especially suitable for large teams, fully booked businesses, and companies with complex services.
Everything about: Calendar & Appointments
Internal Appointments
Creating and editing rooms and devices
Rooms and equipment can be linked to your services. This blocks them and prevents double bookings.
Customer master data: Appointments
In every customer file, you can view the past and future appointments of a customer in the Appointments menu item.
The prerequisite for this is that you select existing customers from the suggestion list during appointment entry. Only in this way are new appointments added to the existing customer file.
Calendar Settings: Appointment Display
In the appointment display, you will find numerous setting options to customize the display of your appointments to your needs.
Read moreCalendar Settings: Appointment Entry – Colors
If you make appointments colorable in the appointment display, you can select here the colors that will be available to you when entering appointments.
Calendar settings: appointment entry – required fields
In the mandatory fields, you can determine which fields must be filled in when entering an appointment in order to save an appointment. If you do not activate these fields, you can also save appointments with "empty" data, which can lead to inconsistent customer data.
Calendar Settings: Appointment Entry – Appointment Rating
In the appointment assistant, you can quickly and easily find the next available appointment, even if you have a very full calendar.
With "Number of days", you can specify how many days the assistant displays in one view.
In some companies, appointments and service packages consist of multiple steps, which are sometimes performed by different employees.
Calendar settings: appointment entry – time settings
To quickly and easily change the duration of an appointment you enter in the calendar, time settings are available to you.
Calendar settings: Appointment entry – General
Here you can define how your calendar should behave when entering appointments.