PRESENTED BY LYNETTE UPTON

STARTEL APPOINTMENT SCHEDULER ENHANCEMENTS

IDENTIFY BY ACRONYM SAS

STARTEL

APPOINTMENT

SCHEDULER

APPOINTMENT INTERVALS

WHAT IS AN INTERVAL?

A SLOT OR MULTI SEAT BLOCK OUT THE ABILITY TO SET DIFFERENT MAXIMUM APPOINTMENT VALUES THROUGHOUT THE DAYFOR EXAMPLE:• FROM 8AM-10AM: 3 MAX

APPOINTMENTS• FROM 10AM-12PM: 2 MAX

APPOINTMENTS• FROM 12PM-4PM: 4 MAX

APPOINTMENTS

SCHEDULING TAB W/INTERVALS SHOWINGS

SITE ADMIN > SITE INFORMATION > ROLES

ADDED VIEW, ADD, EDIT, DELETE AND DELETE OPTION FOR APPOINTMENT INTERVALS IN SCHEDULE SETUP

SITE ADMIN > BILLING REPORTS

ADDED OPTION FOR APPOINTMENT INTERVALS IN SETTINGS

SETTINGS > SCHEDULE INFORMATION > ROLES

ADDED VIEW, ADD, EDIT, AND DELETE OPTION FOR APPOINTMENT INTERVALS IN SCHEDULE SETUP

SETTINGS > SCHEDULE SETUP > SCHEDULE SETTINGS

ADDED OPTION IN SCHEDULING SECTION TO ALLOW FOR THE APPOINTMENT INTERVALS INFORMATION TO BE DISPLAYED ON THE SCHEDULING TAB

SCHEDULING TAB W/INTERVALS SHOWINGS

SETTINGS > SCHEDULE SETUP > APPOINTMENT INTERVALS

NAME YOUR INTERVAL

SET THE INTERVAL START AND END TIME

SET THE MAX CONCURRENT LIMIT

SELECT DAYS TO APPLY INTERVAL

APPOINTMENT TYPES

SETTINGS > SCHEDULE SETUP > APPOINTMENT TYPES

YOU CAN NOW DISABLE AND ENABLE APPOINTMENT TYPES

ADDRESS BOOK CUSTOM FIELDS

SETTINGS > ADDRESS BOOK SETUP > CUSTOM FIELDS

ALLOWS THE CUSTOM FIELD TO BE SHOWN IN THE GRID OF THE ADDRESS BOOK

SETTINGS > ADDRESS BOOK SETUP > CUSTOM FIELDS

DEFINE THE GRID HEADER TO DISPLAY IN ADDRESS BOOK: LABEL TEXT VALUE NAME

GRID HEADER IN ADDRESS BOOK

EXAMPLE OF GRID HEADER IN ADDRESS BOOK

MANAGE APPOINTMENTS

ABILITY TO SPECIFY A DATE RANGE WHEN VIEWING APPOINTMENTS

RESOLVED THE FOLLOWING ISSUES:

CUSTOM FIELDS ARE INCLUDED WHEN EXPORTING FROM THE ADDRESS BOOK iCAL ATTACHMENTS REFLECT THE CORRECT TIME ZONE WHEN SENDING AN EMAIL CORRUPT RECORDS CAUSING THE CALENDAR TO STOP RESPONDING HAS BEEN RESOLVED CAN SEE “AVAILABLE GROUPS” IN USER PROFILE WHEN USING INTERNET EXPLORER 10

The End

THANK YOU