Visual Book - Display Controls

 The Display group offers several options to open, save, and retrieve a Visual Book view. 

If you are at a single Site/Business Center location, the Visual Book will automatically display the last view you opened. If you have multiple Sites/Business Centers, you will have to open a selected view every time.

Each view displays the same Resources, but they allow you to further filter who and what you see.

• Resource: Select this view if you want to filter by Provider, Facility, or Equipment
• Business Line: Select this view if you want to filter by a Business Line (i.e. Facials, Massage, Nails)
• Activity: Select this view if you want to filter by an Activity (i.e. Sanctuary Massage, Swedish Massage, Hot Stone Massage)

To Open a View

Step 1:

Select a view

Step 2: 

Select a target date & Business Center

Step 3: 

Select the + to expand your Resources and narrow down as much or as little as you would like to view

Step 4: 

Select the checkbox next to the Resources you would like to view, and select "Accept" - you opened a Book!

 You can save multiple Visual Book views to quickly access for future use.

These views are specific to the User that is logged in, so saved views will be entirely your own.

Open Saved

Select "Open Saved" to open & manage saved Visual Book views. Here you can select a view to open it, or delete a view to remove it.

Save Current

Select "Save Current" to save the Visual Book view you currently have open for future use. Add a Title and select "Accept" to save. 

 The Booking Wizard will redirect you to the Reservation Agent Module for the specific Business Center you are currently viewing.

Please refer to the Reservation Agent course for training on this Module. 

Export a copy of your entire Visual Book.

Select Export to download an copy of your Visual Book for the current day to Excel.