There are now drop down menus from which you can choose the staff member, date and time of an appointment, not just the service. Even better, you can actually make appointments longer or shorter than their services' allotted durations. Just choose the length from the menu beside the hourglass. Blocks can be extended this way, too — just click on the blocked time slot and edit only the length, then hit the Save button.
You can easily and quickly move the appointment to a different date using the newly added drop down calendar. The orange outline denotes today's date and the highlighted date is the one on which the appointment is currently set.
We hope you like the improvements we've made to your Genbook Calendar. As always, if you have any questions, please send a message to the Customer Care Team from the Support tab in your Genbook application.
We guide you through it in the following video tutorial:
15 comments:
This is a great improvement and one that I will appreciate. Thanks Genbook!
I like the new "add and move" feature. Used it yesterday for the first time and it worked like a charm! Thank you!
Exactly what I wished for. Thanks.
Carol Flaherty, LMT
This is nice but when will we be able to enter recurring appointments without having to repeatedly enter each appointment separately. I have several clients that have a standing weekly or monthly appointment and this gets to be a bit of a hassle remembering to hand enter them each week.
David, recurring appointments are on the way. We expect to release the feature in the next 4 to 6 weeks.
Is there a way to send a confirmation to a manually entered appointment?
Thank you!
Peter, confirmation emails go out for manually entered appointments, the same as they do for those clients book online on their own. Just be sure to enter the client's email address when creating the appointment, and he/she will receive the confirmation shortly after.
When changing an appointment manually will the client receive another conformation email? That way they have the most up to date information as to when their appointment is.
A new confirmation email is NOT sent when a change is made to the appointment. Confirmation emails are only sent once for each appointment.
However, if the 24 hour reminder email has not yet been sent, that will reflect the changes you've made. If it has already been sent (ie: you're making changes less than 24 hours prior to the appointment), then a new reminder is generated and sent with the updated information.
Is there a "Refresh button" for us to update our computers if we have multiple computers being used in the clinic to make appointments? I have been clicking back and forth between dates, but that is somewhat time consuming.
Genbook works in real-time so any changes you make should refresh automatically. You can simply click the browser refresh button when in doubt.
Hello there,
I seem to be having problems (on and off) with changing past appointments. For example:
A client has booked "Service A" but when they came in they decided to get a "Service B". I go back to the calendar and want to make the changes for my records (by clicking on a pull down menu), make an appropriate change, click Save and the appointment still shows Service A.
It doesn't happen all the time but it is annoying...
Please help!
Anna
Anna, we're sorry to hear that changes you make to appointments aren't saving sometimes. Please contact our Customer Care Team (from the Support tab in your account) and give them an example or two of what you described occurring (appointment date/time and client name, as well as what you tried to change).
I've noticed there is now a "confirmation #" with a tag icon. What is this all about?
That's the confirmation number of the appointment, used to more easily identify and search for the appointment (each appointment has a unique one).
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