Appointment

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Contents

Introduction

The Appointment Scheduler allows you or your customers to schedule appointments online. The Appointment scheduler screen is divided by labeled tabs as follows:

  • Appointments - Contains a list of your scheduled appointments.
  • Company - Contains your company information.
  • Booking Hours - Allows you to choose your booking hours.
  • Messages - Allows you to input Introduction, Booking and Confirmation messages.
  • Preferences - Enables you to design the image of your Appointment Scheduler.

Installing the Appointment Scheduler

The Appointment Scheduler WebsiteOS control panel is listed under the "Site Builders" category. Click "Site Builders" on the main menu, then click on "Appointment Scheduler". The "Appointment Scheduler" screen will appear. Click "Next" to begin the installation process.

You will need to:

  1. Enter your company information and click "Apply" to save.
  2. Select your booking hours, then click "Apply".
  3. Input your messages, then click "Apply".
  4. Set your preferences, then click "Apply".

You will receive the following message "OK. Settings Saved".

Entering your company information

On this screen you'll be prompted to enter company information, which is divided into:

  • Schedule Header Information
  • Schedule Footer Information

Enter the appropriate data. You have an option to hide the header or footer information by checking the "Hide Header" or "Hide Footer" box. Click "Apply" to save the settings.

Booking Hours

Booking hours allows you to specify times you are able to receive appointments. Start and end times for appointment bookings can be set on a per-day basis. Select the days and times you are able to receive appointments.

This tab contains two screens:

  • Main Business Hours
  • Specific Day Hours

These can be toggled by clicking the links at the bottom of the screen.

'Main Business Hours'

Main business hours allows you to set your weekly hours.

  1. Select the day of the week.
  2. Click "Open" at the bottom left of the screen to set the day to accept appointments.
  3. Select the hours you want to receive appointments by choosing the 'From' time and 'To' time from the drop down box.
  4. Select the interval time to receive appointments (i.e. every 30 minutes). Appointment time intervals can be set between 5 and 90 minutes.
  5. Click "Apply" to save the settings.

Click on the [+] sign to view the available appointment times. Here you can de-select an interval by clicking the box on the right next to the time. For instance, if you do not want to receive appointments between 1:00 PM and 2:00 PM, check off those time slots and click "Apply". Click the [-] sign to close the view. Once you have set your appointment times for a specific day, your schedule for that day will be repeated the following weeks.

'Specific Day Hours'

Specific Day Hours allows you to view your appointed days in calendar form. Here you can change the appointed times for a specific day. For instance, on a day where you normally set appointments from 9:00 AM to 5:00 PM can be changed to accept appointments for a different time interval for that day.

  1. Select the day on the calendar.
  2. Click "Open" at the bottom left of the screen to open the day to accept appointments.
  3. Select the hours you want to receive appointments by choosing the 'From' time and 'To' time from the drop down box.
  4. Select the interval time to receive appointments. Appointment time intervals can be set between 5 and 90 minutes.
  5. Click "Apply" to save the changes.

You can also de-select an interval by clicking the box on the right next to the time. Click "Apply" to save the changes. Click the [+] or [-] sign on the calendar to toggle between months. Click on any day in the calendar to view its status.

Messages

Submit messages in the boxes provided for your:

  • Introduction - Introduce your company or state any message you like.
  • Booking - You can let them know about any booking procedures in this box.
(i.e. Please allow 24 hrs notice for cancellations.)
  • Confirmation - Input a confirmation message.

Click "Apply" to save the changes.

Preferences

The Preferences tab allows you to customize the image of your Appointment Scheduler. Click on the saelect colours icon and select a colour. You can apply preferences for:

  • Tables
  • Headers
  • Titles
  • Open / Closed days
  • Hi-Lites
  • Text
  • Backgrounds

Click "Apply" to save the new settings.

Appointments

Click the "Appointments" tab to view the appointments that have been scheduled and confirmed.

To delete an appointment, click the check box next to the appointment you want to delete and click "Apply".

Editing Your Values

You can edit the settings in "Appointment Scheduler" at any time. Clicking the icon at the upper left portion of the screen will refresh / restart "Appointment Scheduler". The screen displayed will allow you to edit your scheduler values, access or uninstall Appointment Scheduler.

Click "Click Here to access the Appointment Scheduler". You'll be shown the end-user scheduling interface. This is where users will come to book an appointment with your company. Click on an open day to view the appointments scheduled. You can restrict access to this page by selecting "Website Security" listed under the "Security" category in the WebsiteOS main menu .

You can also request an appointment by clicking on an available time slot. A "Request for Appointment" screen will appear at the bottom left of your window. Enter the appropriate data and click "Reserve". You should receive a 'success' confirmation. Click the [+] or [-] sign on the calendar to toggle between months.

Uninstalling Appointment Scheduler

To uninstall Appointment Scheduler, select:

  1. "Appointment Scheduler" from "Site Builders" on the main menu.
  2. Select "Uninstall Appointment Scheduler" then click "Next".
  3. Confirm uninstall procedure.

You will receive a success screen.

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