Overview

Used for the normal every day scheduling of appointments.

Required Permissions

• Specialist Admin

Accessing the Tool

The View/Edit Schedule section is used for the regular scheduling of appointments. While viewing the Specialist Dashboard, select View/Edit Schedule to open. The schedule will default to today’s date and will display any existing bookings. Existing bookings on the schedule can be selected in order to confirm, check-in, edit, or cancel.

• If a booking has any notes/preferences attached, a notepad icon will be present for easy identification.

• If the club has multiple locations, use the Location dropdown in the upper left hand corner to choose a different location than the one currently being viewed.

Adding a New Booking

1. Click on a date to change dates, or click the calendar icon to choose a date further in the future.

2. Click in the time block within a specific specialist or resource’s column to open the booking window. The booking window will have a hold on time, determined by the booking rules previously set.

3. The booking window contains the following settings:

   • Party Size - How many people the booking is for. The maximum number of people allowed is based on your system settings and the specified service.

   • Category - Use the dropdown to choose the category of service. The category chosen will then determine the Services that appear in the next field.

   • Service - Use the dropdown to choose the service desired. The options displayed are the only ones available for the chosen Specialist or Resource.

   • Resource - Select a treatment room if required. If required, the dropdown should default to the first available treatment room associated with the service, but this can be adjusted in the dropdown. If a resource/room is not required, it will default to None but you can select an optional room/resource if necessary.

   • Duration - Select the duration of the service. If there are multiple durations available for the chosen service, use the dropdown to select.

   • Add-ons - If the service selected has an add-on available, there will be checkboxes to select desired add-ons.

   • Start - This is when the booking will begin. The time initially displayed depends on which time slot was clicked. The start time can be updated if the initial click was not accurate. Admins will be able to book times that say they are Unavailable should they decide to override. They will also see a warning message as to why the start time for the appointment is Unavailable.

4. Next, select who the booking is for. There are four options available:

   • Member - These are member accounts on the website. Select the radio button next to Member. Then, use the dropdown to choose which member the booking is being made for. You can search by either first name, last name, or member number.

   • Guest - Select Guest and then use the dropdown to choose an existing guest (non-member) to book for. These are guests that have been previously entered into your Guest Manager database on the website.

     • If booking for a guest who is not in the system already, use the New Guest option. After selecting the radio button, four fields will appear:

       • First Name (Required)

       • Last Name (Required)

       • Email (could be optional or required based on your system settings)

       • Phone (could be optional or required based on your system settings)

   • TBD - This option can be used if it is unknown who the booking is being made for or to hold an appointment and enter the name at a later date. 

5. Select ADD MORE DETAILS to open the full booking window where additional details such as preferences, notes, and recurring appointments. The following options are available for recurring bookings.

   • Make Recurring - Use this to make a booking recur on a regular basis

     • Repeat Every - Use the dropdown to select how many weeks/months you want to pass before the next occurrence of the booking

     • On - Select the day of the week you would like the booking to occur

     • Ends - Select a date you would like to the booking to end or select No End Date

6. When completing the booking on the Add More Details screen, you will receive a confirmation screen. Click the X on the top right of the booking confirmation to return back to the schedule to view your reservation that was completed.

7. Click COMPLETE QUICK BOOK to finish if you have entered the required information and do not need to proceed to the Add More Details screen. You will receive a confirmation screen and can click either the X or the Return to Schedule button to return to the schedule view.

8. The booking will now appear on the schedule. The following information will be displayed on each booking:

   • Name of the service

   • Duration of the service

   • The person who the booking is for

   • The resource/room where the service will take place, if applicable

   • If there are notes on the reservation, a page icon will be present within the booking block to indicate there are notes. Click on the appointment to view the notes.

   • Once an appointment has been confirmed, a checkmark icon will be present.

   • When an appointment has been marked as “Checked In,” the appointment block will turn green on the schedule view.

Adding a Block

The blocking feature allows you to block out time on the schedule that is not related to a service or appointment.

1. Similar to creating a new booking, click within a specific time block. Once the quick book window appears, at the top of the window select ADD BLOCK. There are only three options available when adding a block:

   • From - Use the dropdown to select the start of the block

   • To - Use the dropdown to select the end of the block

   • Description - Add a description of the blocked time if desired. Example: Lunch.

   • Color - Select a color you would like the block to appear in on the schedule.

   • Make Recurring - Use this to make a block recur on a regular basis

     • Repeat Every - Use the dropdown to select how many weeks/months you want to pass before the next occurrence of the block

     • On - Select the day of the week you would like the block to occur

     • Ends - Select a date you would like to the block to end or select No End Date

2. The Block will show as grayed out on the schedule and will display the Description title as well.

3. To delete a block, click on the block, and select delete. If it is a recurring block, you will then have the options to delete the entire series or the one instance.

Edit Existing Booking

Existing reservations on the schedule can be three different colors:

• Gray - Reservations that are gray have already occurred.

• White - Bookings that are upcoming and the attendee(s) have NOT been checked in will appear in white.

• Green - Upcoming reservations where the attendee(s) have been checked in will appear in green.

1. Click a reservation to view details of the reservation including any notes written.

2. Appointments can be confirmed by checking the box next to Confirm Appointment. If you need to mark the appointment as no longer confirmed, click the radio button again.

3. Once the attendee has arrived for the appointment, select the CHECK IN button to mark that they have arrived.

4. Reservations can be deleted by selecting the CANCEL BOOKING link.

5. If any changes need to be made, select EDIT/CANCEL.  If editing a one-time appointment, this will take you back through the Search process where availability can be checked and any necessary changes can be made. If editing a recurring appointment, this will allow you to edit the day and frequency of the recurring schedule.

   1. Additionally, from within the  View/Edit Schedule view, you can drag and drop one-time appointments to quickly reschedule. Once you have dragged the one-time appointment to a new time, the Update Booking window will appear and you will need to click Update Booking to confirm the changes.

Edit Specialist’s Schedule for Single Day  

A specialist’s scheduled availability can be changed for one-off days using the Schedule View.

1. From within the Schedule View, navigate to the date of the schedule change.

2. Click on the Specialist’s Schedule.

3. Click Edit Schedule.

4. Modify the Start and Stop time to reflect updated hours of additional availability.

5. Click Save Schedule.