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Tag: Appointment Entry

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.

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Categories: Calendar View & Navigation
Tags: Pflichtfelder, Termineingabe

Calendar settings: Appointment entry – General

Here you can define how your calendar should behave when entering appointments.

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Categories: Calendar View & Navigation
Tags: Eingabehilfe, Hilfslinie, Termineingabe, Zusatzleistungen

Strict Product Mode

You can create appointments in your calendar outside working hours or assign services to employees as an exception, even if these are not provided for in the competency settings of your service. This gives you some flexibility when entering appointments, but can also lead to errors in the hustle and bustle of everyday life.

Your calendar can warn you as soon as you enter an appointment that is not correctly entered with regard to the time or competency settings. To do this, you can activate the Strict Product Mode.

You can access this area via Settings > Calendar > Appointment Entry.

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Categories: Appointment Entry & Management
Tags: Eingabehilfe, Streng, Termineingabe
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