Setting Up Client Scheduling

This topic covers the steps needed to setup online client scheduling options within Next Era Office.


 
Getting Started  

Getting Started

The scheduling requests interface will allow you to provide your clients an easy to use form they can use to request appointments with you or your company. In order to utilize the client scheduling tools, there is a couple of things you will need to first setup within your system. 


Scheduling Time Slots

The first thing you will want to do is define the time slots available for your customers to choose from.  These time slots let you define what day of the week, the starting and ending time, and will even allow you to limit this time slot to a particular office location.

In order to access the time slots configuration page, please go to the following menu:

Configuration -> Client Related -> Scheduling Timeslots



Scheduling Choices

The next thing you may want to do is define a list of choices that your customers can choose from when they request an appointment with you.  

In order to access the time slots configuration page, please go to the following menu:

Configuration -> Client Related -> Scheduling Choices



Public Interface

In order for your clients to submit schedule requests, you will want them to use the public submission form.  You can access your public URL list by going to the following page.

Configuration -> Company Settings -> Public URLs

You will want to share the "Scheduling Requests" link to utilize the scheduling system.



Viewing Schedule Requests

Submitted scheduled requests will appear under the "Schedule Requests" page. You can access this page by going to the following:

Messages/Events -> Schedule Requests 

You can then approve or postpone these requests.


Next Steps

Adjusting Employee Notifications

You can adjust who gets notifications for scheduling requests by going to the following page and modifying the "New Scheduling Request" choice.

Configuration -> Company Settings -> Notification Settings


Creating Client Notifications

You can setup your own custom messages that are sent to your clients related to scheduling by going to the following page, and creating custom messages for the various "scheduling" choices.

Configuration -> Company Settings -> Automated Messages


Adding Custom Page Messages

You can customize the messages that are displayed on the scheduling web pages by going to the following page and creating a record for the "Schedule Request" pages.

Configuration -> Company Settings -> Public Page Messages



 
 
 
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11/29/2021