Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scheduler pics and info as well as service groups

...

It can be found on your mini website which is available if you go to SetupScheduler->Business >Scheduling Page Design and click the link next to "Web Site":

Image RemovedImage Added

Whenever you make changes to your scheduler, I recommend going to SetupScheduler->Business >Scheduling Page Design and clicking on this url to see how the changes affected the scheduler. Just make sure to refresh your mini web site before testing so that the changes take effect. 

...

The scheduler can be found and configured by going to Scheduler->General Setup->Scheduler:

Image RemovedImage Added

 

Panels in the Scheduler:

There are a total of 7 several panels in the scheduler: the Welcome tab panel, the Locations tab panel, the Staff tab panel, the Service tab panel, the Time tab panel, Your Client's Information tab, and the Final tab:Image Removed panel, the Final panel, and now an optional Service Group panel:

Image AddedTo have clients pick from service groups make sure that you have enabled the service group panel.  For instance, if you are a doctor and have a different set of services for new patients vs. your returning patients, you can have new patients go through a different flow than old patients so that they only see the new patient services.  To do this set up your service groups in "Services" seen here: Managing Service Groups and then go to the "Service Group Panel" in you scheduling page design and click the "Show Service Group" checkbox.  This will cause service groups to appear before services in the website flow:

Image Added

 

Anchor
changing panel display order
changing panel display order
These tabs can be made to display in any order by selecting the Website Flow drop down at the top of the scheduler "General Setup" screen:

Image Removed  

Image Added