Admin Panel

Appointments has a flexible permission system that allows the application to support several different user roles and with different privileges. Thus, each logged-in user can perform only those actions that are allowed to him, and can see only the information that is allowed to him.

Step 1

Set up basic information about your business. Add a schedule and a list of places.

Step 2

Set up your services and the employees/teams/sections which will serve the customers. Each service is completely configurable and every provider has his own schedule.

User Roles

By default, Appointments includes the Customer, Provider, Managers and Admin user roles. Each user role has different permissions and purposes so that the most common workflows are supported out of the box.

Customer

Customers is the simplest user role and are only able to use the booking page to make and manage their appointments. For this they only have access to the appointments resource and for their own appointments.

Provider

Providers that offers different services accept appointments and thus need to be able to see and manage them. Additionally they are able to manage customer information, as this is required for them to be able to handle all the required information for their schedule. Provider users are not able to manage services, users and system-wide settings as those are administrative tasks an actual administrator should take care of.

Configure the system at your own will, apply the business hours and breaks and let customers book, modify or cancel appointments within specific time periods.

Manager

Managers share similar privileges to providers with two main differences: they do not serve appointments themselves and they can be assigned providers to handle. A manager is a user that is designated to perform organizational tasks such as the management of multiple schedules but only for the already assigned providers. They also cannot manage services, users and system-wide settings.

Admin

Admins have all the permissions unlocked as they do have control over all the resources and actions available in the system and can manipulate all the stored information. That also includes the service definition, the user management, system-wide settings.

Step 3

Appointment Calendar

All your appointments are shown and synced with your calendar

• Directly open appointment from calendar

• Calendar colored events

• Ability to edit a meeting

• Ability to delete an appointment

• Ability to cancel an appointment

• Appointment Notes

• Reschedule an appointment (mark as current)