- LAST UPDATE: 8/19/2015
PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
The Customer View is the webpage you can distribute to customers to allow them to schedule their own appointments and events. To access the Customer View from Site Administration of your account, hover over the Customer View link at the top right corner of your account, then click on the Preview link. The page shown after clicking on the Preview Customer View link is the actual customer view that your customers will see and utilize to schedule appointments - therefore the URL address for that page is the link you will use to display on your website for scheduling purposes. Please note that you may also elect to utilize the system to schedule appointments internally/administratively (from Site Administration) without ever using the customer view interface.
While the Customer View and Site Administration are displayed separately, preferences and pages in Site Administration are used to control the view and functionality that your customers will see when scheduling appointments. The key sections in Site Administration that allow customizing of the Customer View are:
- Customer View Preferences (accessed by clicking on the Settings tab, and then going to the left side "Customer View" link under Preferences)
In addition, how your application is set up with appointments, staff members, services and other application-specific settings will affect the ultimate version that is displayed to your customers on the Customer View.
In setting up how your Customer View is displayed to your customers, your first task should be to decide which preferences you would like to apply to your application. These preferences are accessed by clicking on the Settings tab at the top and then selecting the Customer View preferences link on the left side of the page. These preferences should be reviewed and selected carefully. As you explore these preferences, please note that you can check on the effects of such preference changes by clicking on the "preview customer view" link on the left at any time.
Customer View format options
The formatting options for the Customer View come in two different varieties. The default format is a "calendar style" format. This format provides drop down menus for services, staff members and other options to define the scheduling process. Customers will then be offered a calendar to select a date from in scheduling appointments. Once a date is selected on the calendar, further options are offered as to specific dates and times.
The second formatting option is the "line style" Customer View format. The system can be changed to the line style format by changing preference #1 in the Customer View preferences under the Settings tab. The line style format displays available appointment dates in sequential lines of available dates rather than the calendar format. Please review both formats to determine the format that works best for your organization.
Customer View login options
The Customer View has two options for "when" in the scheduling process your customers must login or register. The default option is a format that initially displays a screen that requires your customers to either register or login prior to undertaking any appointment search activities. This provides you with the most security for your system because customers cannot review information about your schedules without first logging in or registering.
By changing customer view preference #3, "Require customers to log in before being able to make appointments.", to "No", you will change the look and functionality of your customer view to a more user-friendly format. This format will not require your customers to login or register prior to reviewing your appointment schedules. Instead, your customers will be able to review the available services, staff members and dates prior to being prompted to login or register - note that customers will still need to login or register prior to actually booking an appointment. Please take a few minutes to review your login format options to determine which login format option better suits your application.
Customer View registration fields
You have control over the information and customer fields that you will require your customers to complete prior to logging in or scheduling an appointment. The customer fields that appear on the Customer View are controlled by the Customer Fields/Terms preferences on the site administration page. To access your choices in this regard, click on the Settings tab in site administration. Then click on the Customer Fields/Terms link on the left under Preferences. The column marked "Customer View Registration" controls the fields that appear to your customers on the Customer View. Please note that you can change the display name for these fields to customize for your application. The two other columns control required fields when scheduling appointments from Site Administration - either from the Customers tab or directly from the Appointments Grid.
Customer View appearance options
The header of your Customer View page can be changed to meet your needs and even to match your own home website. Select the "Layout" tab at the top of Site Administration to access the tools used to customize the Customer View Header. Within the Layout section you can customize your header using any of the three available methods:
- Customer View Header - Format plain text and a background color.
- Customer View Logo - Upload an image file to add a logo.
- Custom Header - Use the WYSIWYG Web Editor tools to create a custom header.
Customer View text options
In addition to colors and fonts you can also customize Customer View text. Customer View text is accessed by going to the Site Administration page and clicking on the Pages/Text tab along the top of the page. From there, select the area where you want to add/change text. For example, from the pages/text page if you want to add/change text on the Customer View appointments welcome page, click on the the "Appointments" link. Text for the Customer View can be customized at several different pages and locations to provide additional guidance to your customers about topics ranging from scheduling to credit card payment options. By clicking on the FAQs from this section you can view a comprehensive description of the text page options available to you on the Customer View. These text options are controlled by clicking on the Pages/Layout tab above.
Waiting List options
Another option that you will need to decide upon from your Customer View preferences is whether to allow your customers to place themselves on a waiting list. The waiting list functionality is controlled by Waiting List preference #1 under the Setting tab left side preferences. The waiting list function can be utilized to allow customers to be placed on a waiting list. While customers can select the desired service or staff member, the waiting list does not tie into the scheduling system time slots. Instead, it simply places all waiting list customers on an overall waiting list. Once again, please determine whether this functionality suits your application.
Other Customer View options
Please review the remaining Customer View preferences carefully to determine the set up that works best for your application. In doing so, please review each Customer View preference question and make the selection that works best for you and your customers.