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Appointment drafts

If you do not want to allow apprentices or new employees to create actual appointments in the calendar, you can enable the appointment draft function. Employees whose PIN in their profile has been marked with draft mode can only save appointments in draft mode. These appointments must be released by authorized persons.

You can access this area via Settings > Appointment Drafts
If this function is not enabled, it can be activated via "Settings > Add Function".

The prerequisite for this function is that you work with the Employee PIN.

Activate appointment drafts and select employees

After you have activated the function, you can specify in the corresponding module which of your employees are only allowed to create appointment drafts:

Appointment drafts in the calendar

When the selected employees create an appointment in the calendar, it will be displayed in a special way. Attention: As long as the appointment is considered a draft, online booking customers can book these appointments online.

Release appointment drafts

Employees who are authorized for normal appointment saving can then release the appointment. After that, double bookings will no longer be allowed.

Categories: Appointment Entry & Management
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