Appointment Scheduler - Store Employee

Appointment Scheduler - Store Employee

Appointment Scheduler Overview 

The "Appointment Scheduler" in FTx Cloud POS is a tool that allows you to manage appointments efficiently. 

This article includes information about: 
  1. How to add an appointment
  2. How to edit, update, and delete an appointment

1. Reaching "Appointment Scheduler"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store (Location)
  3. Step 3: Choose Scheduler
  4. Step 4: Choose Appointment Scheduler 
Figure 1.1 below will help you understand the navigation better.  
Figure 1.1

2. Understanding the "Appointment Scheduler" Layout

Please refer to Figure 2.1 and the descriptions of the buttons and fields below to understand the layout of the "Appointment Scheduler."
 Figure 2.1
  1. 1: Mode Selection: This section lets you select the calendar's mode from Weekly and Daily. The forward and backward arrows will help you move past or to the following days or weeks.  
  2. 2: Calendar Section: This section shows the scheduled appointments and allows you to select a time slot for a new appointment. You can drag the required appointment service to the calendar and drop it into the time slot to schedule it. 
  3. 3: Services: This section lists pre-configured appointment services. You can drag the required appointment service from this section to the calendar's specific time slot. 
  4. 4: Save Changes: Click this button to save the appointment. 

3. Adding an Appointment

Please follow the steps below to schedule an appointment. 
  1. Navigate to the Appointment Scheduler screen. 
  2. The services section lists the pre-configured appointment services, as Figure 3.1 shows.   
 Figure 3.1
  1. Drag the required appointment service to the calendar and drop it into the time slot to schedule it. The selected service will open in editing mode, as Figure 3.2 shows. 
Figure 3.2
  1. Title: This field shows the appointment title. By default, it shows the appointment service's name. You can change it if necessary. 
  2. Starts: This field shows the appointment's starting time based on the time slot you have selected in the calendar.
    1. If you want to change the time, click the X icon to cancel this appointment. Then, drag the appointment service again and drop it into the required time slot. 
  3. Customer: This field lets you select a customer for whom you are scheduling the appointment. You can also add a new customer if required. Please refer to 3.1 Selecting or Adding a Customer for more information. 
  4. Duration: This field shows the meeting duration. 
  5. Flag: This drop-down will show the flag options, such as high importance, if configured by the corporate employee. Most of our customers don't use this feature anymore. 
  6. Employee: This field lets you select the employee you are scheduling the appointment for. By default, the system will select your name (the user's name who is logged in.) You can change it if required. The Select Employee screen will appear when you click the "Employee" button, as Figure 3.3 shows. 
Figure 3.3
  1. 1: Search Bar: Enter the employee's name or other keyword and click "Search" to search for the employee.
  2. 2: Employee List: The system shows the list of employees based on your search inputs. Click on the required employee's name to select it. 
  3. 3: Apply: Click this button to add the selected employee to the appointment schedule.  
  1. Make the required selections and click the "Confirm" button shown in Figure 3.2.
  2. Click the "Save Changes" button to create an appointment. The system will schedule an appointment and automatically send email notifications to the selected employee and customer.
  3. The system will display all scheduled appointments in the Calendar section, as Figure 3.4 shows. 
Figure 3.1

3.1 Selecting or Adding a Customer

You select a customer with whom you are scheduling the appointment. If necessary, you can also add a new customer. (Many of our customers add the required person as a customer to set up the appointment if needed.)

Please follow the steps below to select a customer:
  1. Click the "Customer" button. 

 Figure 3.1.1
  1. The Select Customer screen will appear, as Figure 3.1.2 shows.
Figure 3.1.2
  1. 1: Search Bar: Enter the customer's name or other keyword and click "Search" to search for the customer.
  2. 2: Customer List: The system shows the list of customers based on your search inputs. Click on the required customer's name to select it. 
  3. 3: Apply: Click this button to add the selected customer to the appointment schedule.  
  1. When you select the required customer and click "Apply," the system will add the customer to the appointment.
Please follow the steps below to add the customer:
  1. Please click the Add Customer icon. 

 Figure 3.1.3
  1. The New Signup screen will appear, as Figure 3.1.4 shows. Fill in the appropriate information in all fields and click "Create Customer."
Figure 3.1.4
  1. A success message. Click "Ok." 

 Figure 3.1.5
  1. The system will add your created customer to the appointment. 

Figure 3.1.6

4. Deleting an Appointment

Please follow the steps below to delete an appointment. 
  1. Navigate to the Appointment Scheduler screen and click the Delete icon for the appointment you wish to delete. 
 Figure 4.1
  1. As Figure 4.2 shows, a confirmation message will appear. Click "Yes, delete it" to delete the appointment. The system will then delete it. 
Figure 4.2
  1. Use the "Undo" and "Redo" buttons highlighted in Figure 4.1 if you accidentally delete an appointment.

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