Appointments are shown in three different views:
Within the booking calendar, each appointment is represented by a box that provides various informations on the reservation: the color indicates the service booked, the position indicates the day and time of the appointment and its size reflects it duration.
In the daily and weekly view, the size of the calendar reflects the company hours while the areas gray and dotted indicate the times and days when reservations cannot be inserted (lunch break, closing periods etc.).
To insert or modify an appointment, simply double-click on the day and time where you want to insert it. When the window opens, the first operation to be performed will be to select the service for which the appointment is being requested. Subsequently, the customer requesting the appointment can be chosen. To carry out this operation, you can proceed in two different ways. If the customer is already present in the archive, simply type the first three characters of the name and select the customer from the list that is shown. If the customer has not yet been registered, it will be necessary to click on the "+" button to add it to the system archive.
When entering an appointment, the customer's indication is not mandatory (although it is highly recommended). Instead of indicating the customer, you can opt for a brief description of the appointment to be entered in the "Title" field.
In the "Advanced" tab you can indicate which resources and which staff members are required by the appointment. These fields are automatically populated as soon as the service is specified and can be changed manually later. In the same tab you can also specify whether the appointment should be repeated automatically on a daily, weekly or monthly basis.
If the selected service is a "class", a third tab called "Customers" will also be visible within which it will be possible to specify the list of customers taking part to the appointment. The maximum number of customers that can be entered will be equal to the size of the "class" service.
Moving the date of an appointment can be done in two different ways: the first is to open the appointment window and edit the "time" and duration fields, while the second is to drag (move) or redesign (change of duration) the box that contains the appointment.
Within the calendar, appointments made through the booking portal and awaiting confirmation by a staff member are also shown with a different outline. This operation can be carried out using the appropriate button inside the appointment window or through the notification area of the Softvision Agenda.
Softvision Agenda is a multi-calendar system. This means that each staff member or each location can have their own calendar. In fact, by acting on the filters located at the top of the calendar, it is possible to show only the appointments of a certain location or only the appointments that concern a certain member of the staff.