Add Appointment Form

Action: none

This form is displayed when you click the Add button on the Appointments form This form is used to create a new appointment.

The system will first prompt for a requested appointment date, then the appointment type. ProfitSystem® will, by default, display the duration and allowed start times defined by the appointment type setup. The system will process and automatically display schedules/appointments by Sales Associate or By Time Slot.

If both Resources and SA are available for the selected Appointment type, then the user must select whether to check availability via Resources or SA. If resources is selected, then the available resources will be shown on the SA/Resource tab. If SA is selected, then only SA will be displayed.

By SA/Resource Tab

ProfitSystem® will display a list of the sales associates who can perform that appointment type and who are working on that day. If no sales associates are available, ProfitSystem® displays “No Appointments Found” Each column in the list represents an hour: 9am, 10am, 11am, etc. Each hour is broken down into four blocks, which are 15-minute increments. If the SA is available during a 15 minute block, that block is shown in green. Any other color means the employee is not available during that time frame.

To create an appointment, double-click on the block that represents the start time for the appointment. ProfitSystem® will display the Appointment form so you can fill in the details of the new appointment and save it. Note that the list actually shows all hours of the day, from 12am to 11pm. You can therefore create an appointment for any time of the day. You can specify the time of day when your first appointment starts in System/Store Setup (SETUP) and ProfitSystem® will automatically display that time first in the list.

By Time Slot Tab

ProfitSystem® will list the times during the day when the appointment can start down the left side of the grid. Each column in the grid will be a day, starting with the day specified above. In each cell in the grid will appear the word YES or NO. A YES means that an appointment can be scheduled at that time. To schedule an appointment double-click on a cell in the grid and ProfitSystem® will display the Appointment form so you can fill in the details of the new appointment and save it.

Show all time slots?: Normally, ProfitSystem® only shows times when the appointment is allowed to start (based on the allowed start times in the Appointment Type) Check this box to show all possible times. You will then have to click Find Appointments to re-display the slots. Show detail for each slot?: ProfitSystem® can display the detail for each slot, rather than just YES or NO. ProfitSystem® displays the number of appointments available / total number of appointments / number of appointments already booked.

Buttons

Find Appointments... Once the requested appointment date and Appointment type are entered, click this button to instruct the system to process and locate the schedules & appointments by SA/Resource and Timeslot.

Done... Exits the form and returns to the previous form.

Previous Day... Moves back one day of the current appointment date and refreshes the form.

Next Day... Moves forward one day of the current appointment date and refreshes the form.