Scheduling Set Up

Step One: Set up Max Drops & Estimates Per Day (all types combined)

NOTE: THIS MUST BE DONE FOR EACH LOCATION

Open Setup / Scheduling / Location Daily Limits

1. Select a location.

2. Select the Appointment Class

2. Set the maximum number of appointments the location can take on each day - (total of all drop types together)

Click Save.

Open Setup / Scheduling / Appointment Types

Code: Abbreviation code. This cannot be changed once set. For example, "EXP"
Sort Order: When sorting the Schedule Book by Appointment Type, it will sort in this order. For example "1"
Description: Appointment name. For example, "Express Drop"
Appointment Class: Choose Drop or Estimate
Resource Based Appointment: This box must be checked when you want to set up scheduling based on resource availability. (Step 3)
Use this appointment type for customer online scheduling: check this to use this appointment type for customer web scheduling features. Customers will be able to schedule appointments online for Drops and Estimates if this box is checked. Note: only one Appointment Class "Drop" and one "Estimate" is allowed per database.
Text Color and Back Color: Display color in the Schedule Book screen and Appointment Presentation Board on NexsyisNow
Length: Appointment length in minutes, i.e. "30". The setting on this screen is for the old Slot Schedule method only, appointment length can be set up by resource or non-resource appointment schedules in the new method.

Open Setup / Scheduling / Non-Resource Appointment Schedule

Select the Appointment Type at the top and click the New button.

Note: there is no "edit" ability. Once you have an appointment type schedule set up, if you wish to modify it, you will have to delete and re-create.

A. Select the days that you want to create a schedule for by selecting the checkboxes.

B. Select a time frame.

C. Set Concurrent appointment availability. Example: "1" means that only one of this appointment type can be conducted at once.

D. Set the duration of the appointment.

E. Use the arrows to select locations that you want this schedule to apply to.

TIP: You can set more than one time-frame for an appointment type.

Open Setup / Scheduling / Resource Appointment Schedule

NOTE: The "Resource-Based Appointment" checkbox must be active in the "Appointment Types" setup screen. (Step 1)

A. Select the Appointment Type

B. Select Location

C. Select Resource

D. Set maximum appointments per day (this is for all appt. types combined), and click the blue save disc.

E. Select the New button to create a schedule for the selected resource.

A. Select the days that you want this schedule to apply to.

B. Select the time frame for the schedule.

C. Concurrent: The number of appointments that can be scheduled at the same time.

D. Length: Time alloted for the appointment.

Hit the Save Disc Icon when completed.

TIP: You can create more than one schedule for a resource.