Here - Grace Schedules
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1. 8 15 AM B 15 AM to 8 30 AM Demo Liser Servic 441 23456799 3 45 AM to 9 00AM 5 _ 9 30 4M to 9 45 AM 9 45 AM to 10 00 aM Printer friendly copies of the daily schedules are generated when clicking orint schedule located in the header of the schedule Appointments Table The appointments section provides an easy way to view your appointments with the criteria that you set By default all future appointments are displayed APPOINTMENT SCHEDULER ONLINE DEMO CALENDAR APPOINTMENTS MEMBERS Search Filter or Current Month 65 Display all future appointments Show All APPOINTMENTS IN DATABASE Appointrvent Date Time Resource Service Customer Phone Notes Delete Edit S z7 2006 9 30 AM to 9 45 AM BLOCKED x 9 28 2006 12 00 PM to 12 30 PM Resource 5 _Your Services Demo User s dzxcv X FE 9 28 2006 10 00 AM to 11 45 AM Resource 5 Extension Demo User i z 2006 10 00 AM to 10 30 AM Resource 1 Your Services mo mo bvcbcub 5 26 2006 10 00 AM to 10 30 AM Resource 1 Fidel E Demo User abhabha 2 23 2010 11 15 AM to 11 30 AM Appraiser 4 Haircut kg test Search and Sort Features A search filter allows you to search for any string of characters in any field of the database A drop down box is also handy if you want to search by month By selecting Show All you will be provided with every appointment in the database In addition you can sort the appointments by c2. Appointment Scheduling System User Manual By Grace Web Design www graceschedules com Table of Contents PUTA CHUL UO D ee ne een FON SO PAJO ir ee Cent LOGIN REGIS Ui AL ON nenn PASSWOLG REEL CV ell nennen POBRES U OLOT een ren o odi fut nod titel e ert EEE Seer Sus sedentes EE E MEM NE I 3 BOOKING aNAPDOLNTMEN nee Viewing Editing Deleting Appointments usssseesneenennsennennnsnnennnssnnennnennnnennnnnennnnsnensennnennnennnnnenenn My Account for Clients and Administrators eene 3 Administration Section ciini rc c c d ri or a aa 4 Calendar Vie WS osse cst mee RM UAM M ap an nd Beau a im LM DA DE M MM MEME UM DEC Calendar Scheduling Appointments for Clients seen PDDO PLEITE RES TADIC et eet tt en htt het htt b CUR eee Od T MINE SEARCH and SOLL FEAT stus ibant at iom en ob v tuba iet Eam ud vn Memo S Tall nennen Mass Denn SP BR een E PLS aaa ee EEE EEE LOS N ea 8 Introduction Appointment Scheduling System by Grace Web Design is simple affordable practical yet extremely dynamic It can be tailored to work well for any business type and any website theme This document provides instruction on how to use the system and covers all of its functions and features Home Page This is the first page your client will see when they visit your scheduler We use the term client for the purpose of this manual Client also refers to patient customer or student The left por
3. ables keep your login active This number will tell the system how long you will allow users to remain idle before the scheduler automatically logs them out e Resources Add resources to you scheduler version 5 1 only This option allows one scheduler to manage several resources e Company Information Enter you company name business type address phone number and email address The company name will be automatically displayed in the header unless you state otherwise All company information is provided for the viewers in the footer of the scheduler e Subtitle This is the text displayed directly below the header e Main Page Content As stated before the main page can be any content you wish Here a pop up window will appear where you will enter your HTML code A link to w3schools is provided at the bottom of the page if you need help with HTML code e Registration Page Content When a new client registers this will be the content provided on the pop up registration form e Automatic Emails Configure details of the emails sent to clients after they register and after they schedule an appointment Sending automatic emails after scheduling appointments is optional and can be turned off by deselecting the Activate Automatic Send checkbox e Advertising Select this box if you want to display Google ads at the bottom of your site Closing hope you ll find appointment scheduling by Grace Schedules has all the fea
4. ection Booking an Appointment Once logged in your client will view a calendar displaying the current month Users can click on any date or use the navigation tools provided to jump to a different date To the right is the cation box which contains the selected date select resource box Multiple Resource Version 5 1 only select service box available times for the selected day and appointment notes The options that are displayed are based on the preferences set by the administrator We will cover this later in the preferences section After the submit button Is clicked the user is redirected to the submitted page where the appointment is confirmed and confirmation emails are sent off to the client and the company address This is an optional feature Viewing Editing Deleting Appointments You currently have the following appointments booked Select Appointment Date Time Resource Appointment Notes Thursday 3 28 2006 9 nn 00 AM M Eg Thursday 3 00 AM to 9 15 AM Resource 2 Service 1 28 2006 My appointment is now booked EDIT eO DELETE O All appointments for each client will be displayed at the bottom of the scheduler when logged in Clients have the option to modify or delete appointments if they choose My Account for Clients and Administrators UPDATE ACCOUNT INFORMATION Lime dese s a m ut User E derno test c com E Ern cancel This feature is available for cli
5. ents as well as administrators Here we can Simply modify our personal information including email address phone numbers and password Administration Section This portion of the scheduler is accessible by the administrator and only those members whom the administrator has authorized access to Like the client section the first page the administrator sees after login is the calendar page However there s much more functionality on the admin side Calendar Views By default the calendar is opened up for the current day With the multiple resource version all resources are displayed for that day below This version also features daily and weekly views Thursday September 28 2006 APPOINTMENTS FOR TODAY Time Mark Time Be Time en nme idis Time mcm Time Visus Time joues 10 00 10 00 KG 10 00 10 00 10 00 10 00 10 00 AM AM AM AM Am AM Am 10 15 10 15 10 15 10 15 10 15 10 15 10 15 AM AM AM El Am AM Am Calendar Scheduling Appointments for Clients Small circles in the date squares tell the viewer that there are appointments scheduled for these days The selected day is highlighted left To select a day simply click the date or use the e ne ut selection boxes below the calendar Sun Mon Tue Wed Thu Fri Sat Below is an example of a multiple resource scheduler form The main difference with this version is that you re able to create several resources as well as services Because we are creating appointments on the admi
6. licking the column headers You may also delete or edit any of the appointments by clicking the appropriate link at the right of the appointment Members Table The members section contains all of your clients information The same search and sort features apply to this table as well An email link is provided with each client s line for easy communication Administrators have the ability to add members to the database by clicking the Add Member link Done this way your client does not need to register The creator of the account would provide their login details Mass Email By clicking Email Members a pop up window appears right This is a great tool that BR allows you to email all of Daor Hambar Harna your clients in one shot This is really handy for promotions updates events or any other communication This rans ace rl bo simt to all neh in He databasa Preferences The preferences section is where the scheduler s customization takes place Here we can modify the look feel and function of te Biest the site with ease Tour Company Sane and Header Here amp ud nz amp 125 Ame ag a Visit vun aedachools rcom for tips an how to ure HTML code The screenshot below shows all the different customization options available for your schedule These include e Color Scheme Ability to change the color of every visual aspect of the scheduler Ea
7. nistrator side the cache does not currently hold the clients information the client is not logged in Therefore we are required to enter Mark Thursday September 28 2006 these details for them This method would usually be Select a Service Oil Change 15 min 22 29 i used for those appointments Select a Resource Mark Ed Weekly View Available Times 11 15 AM to 11 30 AM Reoceurs No a ESAE EM scheduled over the First Marne Last Marne phone Or directly Phone 1 Phone 2 by admin The scheduler Appointment R t Submit brnit ET i automatically options consults the database to ensure that the times displayed here are not already booked This is a full proof way to avoid double booking Time intervals are displayed based on the length of service selected Version 5 1 also has a reoccurring feature which allows users to schedule appointments daily weekly biweekly monthly or annually Daily schedules offer block options With a click of the dot located on the left of the time frame the line will be highlighted grey and will no longer be a vacant time block You may also click book entire day at the bottom of the schedule to block a day only for days with no appointments booked At the right of each appointment is a quick link to each clients email address Wednesday September 27 2006 APPOINTMENTS FOR TODAY print schedule B Time Manne Appointment Motes Phone 8 00 AM to
8. splay Hours of Work on front page Fl Display Services on front page DATS MOTICE Required Notice for 4 days Online Appointment TIME QUT Web page can 120 minutes remain inactive for this long before Session if terminated CALENDAR APPOINTMENTS MEMBERS RESOURCES Add Resource cones N optional Resource 1 Resource 7 COMPANY INFORMATION Ea VE RM Your Company Name and TEL Quality Website Solutions Address 2356 Wakefield Drive City Langley or state BE ne or 2viB4 Priore 604 312 6125 Fax Ern ail gracewebdesign shaw ca SUBTITLE APPOINTMENT SCHEDULER ONLINE D WEBSITE INTRO Main Page Content edit Registration Page Content adit AUTOMATIC EMAILS Ernall Sent After Registration edit Email Sent After Appointment ir edit Scheduled Activate Automatic Send ADVERTISING F Display Google Ads e Services Offered Add as many services and relative time intervals to your scheduler as you like Assigning color codes and costs are optional Edit and delete details at any time e Hours of Work Select your start and end time Change at any time e Days of Work Select the days of the week your business operates e Select whether you would like to display the hours of work and services offered on the main page e Days Notice Here you can assign a number of days notice you would require for a client to schedule an appointment online e Time Out Session vari
9. sy to use color picker is provided for your convenience but you may enter any word i e white or hexadecimal color code i e FFFFFF Fonts amp Borders Modify the style and size of the site s text and choose from a selection of main border styles Header Configure the header image font and size The scheduler comes with a number of options for header images but you have the option to enter any URL you choose APPOINTMENT SCHEDULER ONLINE DEMO COLOR SCHEME Outer Background e6o000 B Inner Background FFFFFF Header Background ededed Header Font 60000 B Form Background pscear Top Menu Font FFFFFF Link exo003 B Link Mouseover 893E42 Title 620002 M Footer B93E42 Main Border FFFFFF L Table Border FFFFFF it Subtitle 000000 8 Body Taxt oooodD ii FONTS amp BORDERS Body Font Verdana P Body Font Size 10 we Main Border double v a HEADER Font Bradley Hand Bu Size 5 E Pic Massage Therapy ivory 5d http vine gracev ebdesign com sched SERVICES OFFERED Add Service Interwal 15 minutes we Selari optional E select Cost optional Your Sarncas a0 min Cut and Streak 30 min 45 99 Extension 105 min 299 E Haircut 15 min 12 HOURS OF WORE Start 10 E 00 da am kd Finish 5 E SB ME DAYS OF WORE v Monday v Friday v Tuesday Saturday Wednesday a Sunday v Thursday Di
10. tion of this page is fully customizable and will take any HTML code that you assign to it text pictures links etc You also have the option to display hours of operation and services offered below the ogin box We will look at how to modify this page in the Preferences section of Mal ase m this document E EPPOISESWESNE G0 ME ELISE ETETE ChentLogin Registration esters rap erum On the right you will see cuocere omes Demetntme a login box for your dene fr E PE Fees en S clients If this is your Parisii telas EEE THE TER client s first visit they SEX Se will be required to Mag Hio carn Ober UE wm mab Cure HOURS OF ORATION register This provides Wade 4 30 00 ann 410100 om them with a randomly Mesa 6 30 09 ann 02968 PM generated password of fe 609b ann edd PH which they can change at any time This process is very quick and your client will receive their intro email immediately Alternatively the eine can create and modify client s login details at any time Password Retrieval The client login box also allows users to retrieve their password in the event that they have forgotten it After providing your email address your password will be sent to you Administrator Login In the top right hand corner of this page is an admin link Click here to login to the administration section Login details for the demo schedulers are Administrator admin Password admin Client S
11. tures you look for in a scheduler Our goal is to provide you with a very dynamic reliable and user friendly scheduler that will assist and benefit your business Thank you and enjoy your appointment scheduling system
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