Rooms and equipment can be linked to your services. This blocks them and prevents double bookings.
Everything about: Appointment Entry & Management
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 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.
Waitlist notification
Here you can determine which team members will be notified via the Internal Messaging System when a waiting list entry is created.
Appointment Follow-up
With the settings in appointment follow-up, you have the option to automatically add blocking times at the end of an appointment. These are blocked in terms of time and prevent a direct follow-up appointment. The goal could be:
- Recovery time for employees
- Recovery time for customers
- Cleaning of rooms
Manually plan availability for your rooms and devices
To use rooms and equipment in the calendar and block them in parallel to specific services, you must enter availability for them. These behave just like the work schedules for your employees.
Intelligent appointment scheduling
According to the default settings, all permitted appointments are available to your customers online as well. With the appointment offer settings, this can be adapted to your philosophy.
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Waitlist
In the waiting list, you can register customers who want an appointment on a day that is already fully booked. As soon as an appointment is deleted, the calendar alerts you that there is an interested customer for the newly available appointment.
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Create categories for rooms and equipment
Basically, rooms and equipment also have a category. These categories are very helpful when you have multiple rooms or equipment that serve the same function.
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Service abbreviation
You can set abbreviations for services that are booked particularly frequently to simplify the entry of appointments.
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