If you have a one-person business, your default view of the calendar will be the week view. It looks like this:
You'll notice that the current week is highlighted above the dates and there are other weeks to choose from. as well. If you click on the double arrows, you'll skip to the highlighted week's equivalent in the next month.You'll notice two icons next to each date when you're in this view.
The one that looks sort of like a broken circle will, when clicked on, mark the staff member whose schedule you're viewing as "Away Today". The other, which looks like a calendar with one day highlighted in red, will take you to a day view of the calendar.
If you have multiple staff members, your schedule will default to the day view:
The icons next to the staff members' names will be the same as those next to the dates in the week view, except now the calendar icon will take you to the week view of a particular staff member's calendar.
If you have staff categories, you'll also notice that there are no longer tabs at the top of the calendar, where you can click in order to switch the category you're viewing. There is, instead, a drop-down menu at the top left of the calendar.
One more difference between the week and single day view is that in the single day view (where you see multiple staff members) you have two sets of arrows. The single arrows will take you back or forward one week in time, whereas the double arrows move you one month. You will, of course, still land on the corresponding day of the following/previous month.
If you are in the week view and have multiple staff members, you'll see a drop-down list of staff members where the categories would be in the single day view, from which you can choose to see another staff member's schedule week by week.
Another difference you'll notice is that the staff members no longer have drop-down menus under their names (ie: you can no longer hover above a staff member's name and see a list of options for settings). The Away Today icon took care of one of the previous options, but the others — like the Offline Mask — will have to be accessed by going to Settings, then Staff who provide your services and then clicking on the staff member's name.
13 comments:
Yes, I love the weekly view!!!!
This is a great new feature! If I could log into Genbook on my Blackberry (ex: a lite version for new and upcoming appointments and access client info), it would be the perfect scheduling service for me. Please help us "on the go" users!
Love the weekly view! Excellent improvement!
Thank you! This is the best improvement yet!
Kim Knight, LAc, MAcOM
acupuncturepdx.com
Incredible! Love it!!!
Id love to have a moth view. Month at a glance would be really helpful.
We have multiple staff members in different categories. Is there a way to see all Staff members for the day without switching through categories? We have many clients who see multiple technicians and this would make scheduling multiple appts. much easier
It's not possible to see multiple staff categories in one view. Please rest assured that clients DO NOT see staff categories (only service categories) when they book. Staff categories are only seen on the Calendar, by the business.
if 2 therapists are on shift at the same time how do we know who gets the next client?
LMTGina, if a client chooses "No preference" instead of a staff member's name when booking, the system will randomly assign an available staff member to the appointment.
Would love to be able to see a week view with multiple staff members. Maybe color code each staff, so I can see what everyone is doing for the week instead of one day at a time.
I would love the week view even more if I could see times outside of my "open hours" as I often schedule people outside of the times that I've specified for public view. Is this possible?
Laura, the only way to do that would be to open up times under Staff Hours that are otherwise not encompassed in Operating Hours (make them Online, instead of Closed).
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