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  Public Ticket #2241175
Calandar function
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  •  2
    Rebecca Poole started the conversation

    I have moved to Amelia from schedulista and there are a few functionalities that don't make Amelia as user friendly on the back end for our clinic but the front end looks better for the customer.

    1. easy add for clicking on the calendar and it opening up an appointment time for a particular practitioner. For example: with our old system we could click on the time and day and in the column of a particular practitioner and then add an appointment in for a client. The day, time and practitioner would already be populated and you would only have to add the clients name and the service type.
    2. easy add for blocking out time directly on the calendar. There is no direct way to block out time for a practitioner to have an spontaneous break or easily configure extra break times within a day. In the past we have been able to click on a time and select not available. This would be very handy in a clinic session for when practitioners want to block out extra time.

    3. I haven't seen a way that we can make booking reoccurring. This is sooo handy for clients who would like weekly or fortnightly sessions at the same time.

    4. Another helpful function we had with Schedulista was if a client booked online or with reception or another practitioner it would show up who booked it.

    I would like to know if these are things that are already planned for future versions or if I have missed something in the set up.

    Warm regards,

    Rebecca


  •  2,572
    Aleksandar replied

    Hello Rebecca.

    Thank you for your purchase.

    We're not familiar with Schedulista, so thanks for sharing your insights with us.

    1. I believe this is about back-end, right? When you access Appointments, you can add a new appointment, where you can choose the practitioner, service, date, time and the customer. You can also do it from the Calendar view, but not by clicking on a calendar, but on the encircled + sign at the bottom right. The plugin can't automatically assign day, time and practitioner if you have more of them, and if you have more time slots available for that day, so you do need to choose from available times.

    2. Every employee has "Special days" and "Days Off" sections when you access their accounts in "Employees" tab. You can add a special day, when the practitioner would work on different working hours than previously defined. There you can configure breaks, as well as custom working hours. Under "Days Off" you can choose which days will be free for the employee.

    3. Unfortunately, at the moment we don't have recurring booking. It should be added during Q1 2020.

    4. I don't quite understand this - whoever books online will show up in Appointments list, so you would see who booked it.

    We will be releasing front-end customer and employee cabinets soon (in the next 30 days), so you and your customers will have a lot more options from front-end, but your suggestions are also welcome. I will forward it to our development team, and they'll see if it can be added.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  2
    Rebecca Poole replied

    Hi,

    These are recommendations I would make so that this system could work better in a clinic situation.

    1. Being able make bookings directly into the calendar for a specific date, time and practitioner by clicking on the correct date, time and practitioner column. Currently it is a little cumbersome to have to enter a new appointment from scratch.

    2. Being able to drag and drop appointments inside the calendar for easy reschedule of time or practitioner.

    3. being able to block out time directly into the calendar instead of having to go into the work hours or special days of a practitioner.

    4. We are unsure of how clients can easily cancel their booking. In the past we have used scheduling systems where they can simply click on a link in their confirmation email to allow them to reschedule or cancel. (I am hoping this is already a feature).

    Is there any plan to update the calendar booking functions?

    Thank you,

    Regards,
    Rebecca

  •  2,572
    Aleksandar replied

    Hello again Rebecca.

    Thank you for your suggestions. We carefully follow customers requirements and try to implement most of them if they appear in requests from time to time, so we will add to our idea list and look into some possible solutions on plugin side in the future.

    2. You can already do this from back-end. When your employee logs in, and takes a look at his calendar, (s)he can drag and drop the appointment to reschedule it. You would need to enable the ability so your employees can manage their schedule in Roles settings:

    1296967313.png

    4. Clients can cancel their booking by logging into WordPress, or through the %appointment_cancel_url% in the e-mail they receive after booking, if you add it to the Notification template. Unfortunately, rescheduling cannot be done from there, and that does require only logging into WordPress.

    We are preparing a new front-end customer and employee cabinets, and they should be released before 2020, so pretty soon, you and your customers and employees will have a more customizable UI.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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