Welcome to your Client Information MULTI Booking System
perfect for multiple options for the same time, on the same day
getting started

The easiest way to learn your system is to use it....here are some general tips to help you find your way around:

  • links to other pages are generally in green.
  • clicking on a name will take you to that clients details.
  • clicking on a date will take you to the appointments for that day.
  • try to use the navigation buttons on the pages & not the `back` button of your browser
    (for example if you make an appointment and use the `back` button the new appointment wont show because you have gone back in the history of pages to one that doesn't reflect the changes you've made)
using the Booking / Appointment System The system is based around two main areas, your clients, and your appointments, you see these two reflected in the home page - dates on the left, and ALL your clients on the right listed alphabetically.
home page
the month view shows you how many appointments have been made for that day.
 
making bookings
or appointments

making a booking or appointment can be done in just 3 clicks

  1. choose a date using either the month or year view
  2. to the right of each `time slot` you`ll see the colour coded available options
    (e.g for a salon, this might be hairdressers available, for a clinic, practitioners in residence, or different conference rooms available for booking. When you mouse over the grey `button` it will display the name of that option. click to choose the time and option chosen.
  3. enter the appointment details *ensure the appropriate client is selected* (the last client viewed will be at the top of the drop down list)

(if a totally new client/customer has contacted you to make an appointment, add them as a new client first, then choose a date and time for their appointment)

choose a date...then a time and enter in the booking / appointment details
*ensure the correct client is selected from the drop down list*
month view
year view		 choose a date from either the month or year view.
Tthe month view shows you how many appointments have been made for that day.
Working Hours &
Appointment Duration

Your working day, (start and finish time), & appointment duration is specified in the set up area.please note *once an appointment has been made the your working hours and appointment duration should not be changed*

Each `option` can have unique availability hours too. (in a clinic some practitioners might only be available for part of the day)
once an appointment has been made, you`ll be redirected to that client`s details.
Viewing / Editing / Deleting Appointments Clicking on the `Colour Coded Square` of a booking will take you to a page from which you can view, edit or delete it.
Appointment Summaries By clicking on the indentifying colour for an option, (in the top row of the day page)
you can view a list of forthcoming appoitments/bookings for this option.
 
   
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