Toggle settings in the Scheduler preferences
menu. A number of settings such as bold print, staff
directions and line height can be toggled on and off. of note is the
setting for overlapping appointments. If disabled you cannot
enter another appointment into a long existing one which precludes
working on 2 clients at once.
Staff
Display Direction
You may now reverse the order
in which your staff are listed on the schedule screen. Check the
menu item in the Scheduler preferences to have the display reversed.
Inventory settings for service durations
If service, tan or spa services will take longer than
one schedule duration (default schedule duration is set in
preferences and may be 15 min, 30 min, 60 min, etc) you would set the
duration in the inventory manager to double or triple the time setting
for the service. When selected as shown below the duration for
that service will show in the box to the right of the service
selection. When accepting the schedule it will be automatically
set the sum of the durations for the selected services. You may over ride the automatic settings by selection
a duration manually using the duration pull down list.
See more on setting duration
time in inventory.
Staff settings for service durations
If some of your staff are new and take longer
than the average to perform a service you can have their durations
for services extended automatically. Open the staff manager
double click on the staff name and set the extended duration time.
Inventory settings for client - staff preference
memory.
When setting up service inventory set
Your service groups to 2 character group codes. This enables 2
features, special reporting on inventory service groups and the
ability of the scheduler to learn your client's staff preference for
the various services that they purchase. When setting up an
appointment the system will advise of the usual staff member that
the client sees for the service groups. You will be able to
override this time, reset the memory or go back to select another
staff member.
The scheduler will also advise if you have
booked an appointment for a client with a different staff member
than their usual one and give you options to change, override one
time or go back to correct the selection. you may set up three
different service groups for this feature. Open the Inventory
Manager tools menu and select Define service inventory groups
Enter the group codes and a name of your choice
for the group of services.
To set up this feature you
need to define your service inventory into categories or groups.
Identify each group with a two character code, for instance Hair
services might be HS, etc.
Having established the
groups and each service having the appropriate code set in the file
open the Inventory Manager, Tools Menu and click on Define service
inventory groups. Choose your three most important service
groups and identify them in the boxes, click on Save.
More on setting group codes
in service inventory.
