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Appointment Book Overview

The Shortcuts Appointment Book is a versatile tool designed to streamline scheduling and enhance your workflow. This guide provides an overview of its key features and how to use them efficiently.

 

Accessing the Appointment Book

  • Location: Find the Appointment Book on the right-hand side of the navigation bar.
  • Appointments Icon: Click the icon to open the Appointment Book interface.

Navigating the Calendar

  • Navigation Buttons (at the bottom of the screen):

    • Today: Quickly return to the current date.
    • Day Forward:/Day Back Click the Day> button to move forward one day, or <Day to move backwards one day.
    • Week Forward/Back: Use the Week> or <Week buttons to jump forward or backward by one week.
    • Extended Jumps: Right-click (or hold on a touchscreen) on the week buttons to skip 2, 4, or 6 weeks.

  • Calendar Overview: Located at the top-left of the screen.

    • Use the pulldown menu to navigate to specific months or years.
    • Select a specific date directly from the calendar.
    • Today’s date is highlighted for quick reference.

Viewing Staff and Appointment Details

  • Staff-Specific Views: Click on a staff member’s avatar at the top of their column and click on View Week for a personalized schedule view.
  • Additional Options:
    • Change your PIN.
    • View performance metrics.
    • Send text messages to clients.
    • Print the daily or weekly schedule.

Managing Appointments

  • Viewing Appointments: Click or tap an appointment block to open a small window, referred to as the Touch Tip.

    • Use the Touch Tip to:
      • Confirm, Arrive, and Check out a client.
      • Edit client details.
      • Access quick commands via the ellipsis menu "..."(bottom-right corner).

  • Advanced Options: Right-click (or hold on a touchscreen) on an appointment for more detailed functionality.

  • Closing Menus: Click the X icon in the top-right corner of any open menu to close it.

Key Features for Efficiency

  • Quick Commands: Use the ellipsis menu for rapid adjustments to appointments.
  • Streamlined Navigation: Jump between dates and weeks easily with intuitive buttons and touch commands.
  • Personalization: Tailor views and access staff-specific information to meet your needs.

The Shortcuts Appointment Book is a user-friendly, powerful tool that simplifies managing your schedule and client interactions. Use this guide to maximize its potential and improve your daily workflow.