Setting Up Time Allocation

Steps to Set Time Allocation

1. Access Configuration Settings:

   • Navigate to the Setup menu and select Configuration.
   • Click on the General tab on the left side, then select Appointment Book.
   • Go to the Time Allocation tab at the top.

2. Reserve Time for Walk-In Visits:

   • Enter the percentage of the appointment book you wish to reserve for walk-in visits (e.g., 20%).
   • Click Done to save.

3. Monitor Time Reservation:

   • After setting the allocation, you will see dark blocks appear in the appointment book. These indicate the time slots reserved for walk-ins.
   • If an attempt is made to book an appointment in these slots, a warning will appear, indicating the time is already booked for walk-ins.

Controlling Appointment Book Access for Employees

1. Limit Appointment Access:

   • To restrict certain employees from booking during reserved times, adjust their security settings:
     • Go to the Setup menu, select Configuration, and click the General tab.
     • Choose Security and then click on the Access tab.
     • Select the security level you want to edit and expand the Appointment Book category.
     • Uncheck the box labeled Can Exceed Reserved Time Limit to prevent employees from booking appointments during reserved walk-in times.

2. Save Changes:

   • Click Done to finalize the changes.

Key Takeaways

• Allocate specific time for walk-ins to avoid over-booking.
• Security settings allow you to control employee access to reserved time slots.
• Warning messages will alert you when trying to book over reserved times.

This feature helps streamline your appointment scheduling, ensuring that walk-in clients are accommodated without disrupting pre-scheduled appointments.