Welcome to your Client Information MULTI Booking System
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 Client 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
Search for Clients from the home page you can view all your clients listed on the right, but if you want a fast search click on "advanced search" at the top of the list and you will see the advanced search options

you can search by name (entering part of the name will do)
and you can search by telephone number (part of the number will do too)
Client Information clicking on a Clients name from anywhere will bring you to the Client Information page:
we have set up a default client - Mr John Smith. Each of the boxes on the page contain information about this client, some boxes are fixed with regard to the information that's entered into them, others are fully customisable in your setup area.........lets take a closer look:-
Pre Set Information
the areas of the client information page circled in red are preset to contain this type of information - you simply type in the data....e.g Name, Email, Phone numbers etc.
Customised Information
setting up client
information

the kind of Information in the 7 areas circled in blue is entirely customisable to suit your Business or client. The `label` to show what kind of information is shown is specified in your setup area, the information is entered as you add new clients.
e.g in the example above there is a field labeled "sex", if you were a Pet Groomer and keeping information about your client`s pets, you could change this to "breed"

for help on how to Set Up your Client Information page - click here.

Client Appointments

The client information page lists all the previous appointments appropriate to this client, by clicking on any appointment listed, you can view/edit/or delete it.

To make a new appointment for this client click on the `add next` link, choose a date from the month or year view, then pick an appointment time and enter in the details of the appointment. *Remember to choose THIS client from the drop down list* ....see the appointments help guide here

Clients Notes

A note is simply that, any information you wish to add, perhaps something relating to a previous appointment, or a request your client has made.
The client information page lists all previous notes appropriate to this client, by clicking on any note listed, you can view/edit/or delete it.

To add a new note, click on the `add note` link, and enter the note details.
Adding New Client Click on the add client link and enter in as much or as little information as you require, it can be added to or edited at any time. The minimum information required is the Name.
Editing or Deleting Clients & their information Click on the edit client link and change any information you require. You can also delete this client and all relevant appointments/notes entirely, by clicking on the
*NOTE* once deleted this information cannot be retrieved, also it may make sense to keep details of old clients, they may return, and you can recall their information instantly.
   
Client Follow Ups

Follow Ups are reminders or things `to do` which are appropriate to this client.
for example....if you are a Hairdresser and have run out of colour for this clients hair, you could add a `follow up` note to replenish stocks.

Outstanding Follow Ups can be viewed at anytime by clicking on the link, if the `follow up` is no longer applicable you can edit it or delete it by using the link.
Adding a `follow up` is done by entering information in the follow up box, or changing any existing `follow up`....to remove a follow up, leave the box empty.
   
back to help main - appointment help - setup help
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