This module allows you book appointments and visually see Resource availability. Here you can manage appointments, edit details, and quickly adjust Resource schedules!
You can access Visual Book through the main menu or the “S” side menu icon.
- View: Use the View tab to open a view of your Visual Book and search for appointments
- Operation: Use the Operation tab to make edits to appointments, view Guest and appointment information, and access Resource schedules
The percent (%) next to the Resource’s name represents what percentage of that Resource’s schedule is booked
Selecting an appointment slot is referred to placing it “in focus” and/or highlighting
Use this drop down to filter between All, Scheduled, or Unscheduled Resources
Use this drop down to filter between All, Male, or Female Resources
Use this option to enter in how many columns of Resources you would like to view per page
Use this option to enter a different page
Use this option to move left or right by one column
Change the date by selecting the calendar icon, scrolling through the left & right arrows, or use the – icon to go back to today’s date
Toggle between the Resource day/week view by selecting the Resource's name
Provider Name Request: Red Heart icon
Provider Gender Request: Male/Female icon
Paid: “$” Dollar Sign
Appointment Note: Bell icon
Confirmed: Telephone Handset icon is removed
Card on File:Credit Card icon
Locked: Lock icon
Multiple appointment icons may appear if an appointment meets more than one condition
If you log out and log back in, Resources will no longer be pinned.
To add a Resource to the Pin List
Step 1:
Select the Pin icon
Step 2:
Sort through your Resources by Provider, Facility, or Equipment
Step 3:
Find the Resource you would like to add and select "Add To Pin List"
Step 4:
Resources added will be listed at the bottom of the screen
Step 5:
Select "Accept"
Step 6:
Resource(s) are now pinned to the beginning of your Visual Book!
To remove a Resource from the Pin List, select the Pin icon and select Remove From Pin List.
