Working with the Appointment Calendar

What is it and what is it for?

Appointment Calendar is a digital calendar that you can use to work with schedules and various appointments.

Several persons can work with the Appointment Calendar at the same time while using different devices, including mobile phones. Any changes made will appear on all devices simultaneously. Online appointments automatically appear in the Appointment Calendar and all information about all appointments is collected in a single place.

Starting your work

Before you start working with bookings log in to Altegio and perform initial settings: add services, staff, and resources.

Configure the Appointment Calendar interface. For more information, see the Appointment Calendar settings article.

By default, after logging in you will be immediately redirected to the Appointment Calendar (you can change this setting in your Personal Altegio account).

To open the Appointment Calendar click any date in the calendar in the top left corner.

How to work with the Appointment calendar

All work in the Appointment Calendar is controlled using buttons in the top panel.

Using < > buttons you can switch between days in the Appointment Calendar. Click the Today button to return to the current day.

Click the button with the sum on the right to view the financial statistics for the day: how much money you earned in cash or received as cashless payment, sums bookings were created for, which part of the sum was paid for using loyalty and the sum of the discounts. Click the Sell Products button in the same window to indicate the sale of products to clients even if they don’t have bookings in the Appointment Calendar for that day.

Screenshot_53.png

Using the ‘Day’ option you can view the schedule for the day for all staff members in all positions or in a certain one, as well as schedule for resources.

Using the ‘Week’ option you can view the schedule for the week for a specific staff member or for a specific resource.

Using the magnifying glass button you can change the Size of the Appointment Calendar and by clicking the person with a plus button you can add staff to the schedule of a specific day.

To change the work schedule or remove work day click the name of the staff member and select what you want to do.

Creating new bookings

1. To create a new booking, click the date needed in the Appointment Calendar, the schedule for that day will open.

2. Select the employee and the time you want to create an appointment for. Click the booking button which appears when you click a free time slot in the Appointment Calendar. Specify the type of this appointment: Booking or Event.  

  • The Event button creates a group appointment; read about it in more detail in the Configuring events article.
  • The Booking button creates an individual appointment. Read about it in more detail in the Appointment Calendar settings article.

You will see a green header if the booking was created by your administrator (or another employee with rights to create bookings in the Appointment Calendar). 

Screenshot_54.png

The header of the online booking created by the client will be purple.

Screenshot_55.png

Color of the bookings may change depending on their status.

Comments