Startel Appointment Scheduler Enhancements
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Transcript of Startel Appointment Scheduler Enhancements
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