Appointments Tab
The appointments tab is the main screen of DiaryBook where all appointments can be viewed and maintained.
The tab consists of the following:
Tool Bar
The tool bar contains buttons and menus.
Appointment Tool Bar Buttons
Button |
Description |
Notes |
|
Select all appointments in the grid |
|
|
Deselect all appointments in the grid |
|
|
Add a new appointment |
|
|
Edit the appointment |
the first selected appointment |
|
Delete appointments |
all selected appointments |
|
Open contact in new tab |
Selects client from the first selected appointment |
|
Refresh the appointment grid |
based on the users current search criteria |
Appointments Menu
Menu Option |
Description |
Notes |
Add New Appointment |
Add a new appointment |
|
Add Recall Record |
Add a recall record |
See Recalls |
Edit Record |
Edit the appointment |
The first selected appointment |
Delete Record |
Delete appointments |
All selected appointments |
Confirmation Status |
Alter confirmation status |
All selected appointments. See the confirmation status icons below. |
Attendance Status |
Alter the attendance status |
All selected appointments. See the attendance status list below. |
Send Message |
Send a message to clients |
Selects clients from all the selected appointments |
Other Actions - Reset Reminder Status |
Alters the appointments reminder status to Not Sent. |
Affects all selected appointments. This could cause clients to receive more than one appointment reminder. |
Refresh |
Refresh the appointment grid |
based on the users current search criteria |
Clients Menu
Menu Option |
Description |
Notes |
View Client |
Open contact in new tab |
Selects client from the first selected appointment |
Add New Client |
Add a new client |
|
Edit Client |
Edit a client |
Client picked from the first selected appointment |
Appointments Grid
The grid contains the list of appointments that match the users current search criteria
Column |
Description |
Notes |
Reminder Status |
Icon indicating if reminder has been sent and if a reply has been received |
See the reminder status icons below |
Confirmation Status |
Icon indicating the confirmation status of the appointment |
See the confirmation status icons below |
Date |
The appointment's date and time |
|
Client |
The name of the client the appointment is for |
|
Appointment Type |
The type of appointment |
|
To See |
The user the appointment belongs to |
|
Notes |
Icon indicating if the appointments has notes |
If the appointment has a note, a star icon appears in this column. Hover pointer over star to see note |
Status |
Text indicating the status of the appointment |
This status is taken from the confirmation and attendance status of the appointment |
Icon |
Description |
|
A reminder message has been sent from DiaryBook to the client |
|
A reply has been received from the client |
Icon |
Description |
There is no confirmation status |
|
|
The appointment has been confirmed |
|
The appointment has been cancelled by the client |
|
The client is unsure if they can attend |
The appointment has been cancelled by the user |
|
|
The client did not attend (DNA) |
|
The client has a history of not attending (DNAs) |
Status |
Description |
There is no attendance status |
|
In waiting room |
Client is currently in the waiting room |
Active |
The client is currently with the user |
Finished |
The client's appointment has ended and has left |
DNA |
The client did not attend (DNA) |
Messages Grid
This grid contains any messages passed between DiaryBook and clients including appointment reminders and their replies. To view messages for a particular appointment simply highlight the appointment in the appointments grid.
Column |
Description |
Notes |
Message Status |
See message status icons below |
|
Date |
The date and time the message was sent or received |
|
Message |
The text of the message |
|
To |
The email address or mobile number the message was sent to |
|
Status |
Description of the message status |
See message status list below |
Icon |
Description |
|
A text reminder has been sent but there was no delivery confirmation |
|
A reminder has been sent and delivery was confirmed |
|
The reminder failed to be delivered |
|
The reminder message has timed out trying to deliver |
|
A reply has been received from the client |
Status |
Description |
Pending |
The reminder message is pending and will be sent by the system shortly |
Sent |
The reminder message has been sent out |
Delivered |
Text reminder - the message was confirmed as delivered |
Delivery Failed |
Text reminder - the mobile network failed to deliver the message |
Expired |
Text reminder - the mobile network has given up trying to deliver the message |
In Stop List |
The mobile number or email address of the client is in the Stop List preventing the message being sent |
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