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Cloud Appointment Book Basics

This guide provides essential steps to help you log into and navigate the Cloud Appointment Book efficiently. With a user-friendly layout, the system allows you to manage appointments across multiple sites, track customer information, and stay organized.

1. Logging into the Cloud Appointment Book

  • Open a web browser on your device (smartphone, tablet, or computer).
  • Go to pos.shortcutsoftware.com and log in with your Shortcuts Console username and password.

Upon logging in, you'll be directed to the Operations Menu.

2. Switching Between Sites

  • If your account includes access to multiple sites, click your name in the top-right corner to switch sites.
  • A menu will display your current site name, with options to:
    • Change your password
    • Log out
    • Switch sites

3. Navigating the Cloud Appointment Book

  • Use the menu on the left to select different screens.

  • The action bar at the bottom of the screen allows you to perform tasks such as adding or searching for customers.

    • To search for a customer, enter at least three characters of their name, phone number, or email.
    • Use the filter icon to refine your search (e.g., include inactive clients or search across all sites).

4. Appointment Book Layout and Features

  • The Cloud Appointment Book is similar to the Shortcuts Appointment Book, with:
    • Individual employee columns
    • Appointment times listed on the left
    • A red line to indicate the current time

You can navigate between different days using the buttons at the bottom or view a full week's appointments with the Week View button. To return to daily view, simply select the Day View button.

5. Tracking Employee Productivity

  • Productivity levels for each employee are displayed next to their image at the top of the screen.

6. Quick Access to Your Appointment Book

  • The Favorites Bar at the top allows you to quickly access the appointment book.

7. Syncing and Updates

  • All updates made to appointments, whether in the Cloud or Shortcuts Appointment Book, are instantly synchronized.

By following these steps, you'll easily navigate the Cloud Appointment Book and effectively manage your appointments across multiple sites.