PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
Location - This list item allows you to display information about a location or add a new location. The Locations functionality is fully explained in the Location Help topic.
Heard Via? Types - These are the ways in which customers find out about your organization. The topics added here are added to a drop down list that can appear when scheduling appointments from both (or either) the customer view and/or site administration. To add a new lead type, click on the Add New Heard Via? Type link. Enter a description of the lead type then click on the Save button.
Payment Types - If you would like to track payment information, set up the different forms of payment that you accept.
If you are requiring customers to pay when they make appointments via the Customer View, and you don't want them to be able to use a particular payment type (such as "cash", for example), be sure to select "no" for the "Allow customers to see" parameter for that particular payment type.
The payment types you set up display in the following areas:
- POS page (if you are using the POS module)
- Gift Certificate page on the Customer View and in admin
- Make Appointment page, if you are displaying the service cost
- Customer View if you are requiring customers to pay when making appointments
Appointment Status Types - These are the different statuses for appointments. You can change the status of an appointment when you are viewing your daily appointments in the Appointments section.
The four default appointment status types are tied to automatic email notifications. Those default types are:
- No Show
This means that you can have the system automatically send the customer an email when you change the status of their appointment to any of those statuses.
You can also create additional appointment status types here.
Appointment status types are included in the Appointment Report filters, allowing you to run reports as to the different appointment status types. For example, you can create reports for all appointments with a status of "No Show".
Customer Types - If you have different types of customers, you can create various customer types and assign them to customers. This allows you to group your customers into specified categories.
Having different customer types can be helpful when viewing reports. For example, you can run a Customer Report showing only those customers assigned a particular customer type.
Customer Status Types - These are statuses for your customers. The default statuses that come with the system are:
You can choose to use these or set up your own.
The "Inactive" status has special meaning in the system. You can choose to hide all inactive customers by changing preference 7 in the Customers section of Preferences to "yes". By doing so, anywhere you have a drop down list of customers, such as when you make appointments, it will not display inactive customers.
Staff Member Types - These allow you to designate among different types of staff members. Examples are "staff", "supervisor", and "manager". But, you can set these types up to group your staff members in any way you like.
These types appear in a drop down list in the Staff Members section. When you are adding or editing a staff member, you can assign them to a particular type.