FAQs and Help Center

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How to Drag and Drop Appointments

You can drag and drop appointments between Different time slots as well as different stations. You do this by putting your mouse over the appointment that you want to move click and hold it and drag it to the new time or new station that you want then let go of the mouse button. You will see that the appointment has been moved.

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Booking more than one Appointment per time slot

Click next to the appointment that you would like to double book fill out all you appointment details that you need to making sure that you don’t forget to enter a subject and a task. Than please click on the box that says validate and save.

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How to make a recurring appointment

Go to your calendar view as if you were making a normal appointment, click on the time slot that you would like to book your appointment for fill out all you appointment details that you need to making sure that you don’t forget to enter a subject and a task, then click on the recurring tab, click the recurring event check box once you do that a new menu screen will populate fill out the necessary information for the recurring appointment and then click on the box that says Validate & Save.

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How to send Text Message Reminders

To send Text Message Reminders to your customers, simply click on the customer's appointment on your calendar. The "Edit Appointment" screen will pop up. Select the "Appt Reminders" Tab and mark the "Send Text Reminder" checkbox. Enter the customer's cell phone number and select the name of their cell phone carrier. Then select their Reminder Time and click the "Validate & Save Appointment" button to save your settings.

What is a station?

Stations are the columns of your scheduler view. They can be defined as the user, location, equipment, or staff member being used to complete the task. In the Example Bellow the Stations are Forrest Smith, Juan, Keali, Marcos, Michael.

To manage stations go to Company Account and select Station Management.

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How to make a Station?

Mouse over Company Account on the menu of your scheduler and select Station Management, on the upper left hand side of the menu click on Add new record and fill out the information.

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How to edit a station?

Mouse over Company Account on the menu of your scheduler and select Station Management, Click on the edit link on the Station that you would like to edit change the information that you would like to change then click on the save link.

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Customize your station.

From the Station Editor you can Customize your stations to have Visibility and Task Restrictions, Reminder notifications and custom notifications. Here is how it works:

1. General Information. This section will allow you to edit the stations general information, set a price and limitations.

2. Visibility Options. This section will allow you to set visibility limitations to Internal Calendar Only if you don't want your clients to see a particular station on the External Calendar. External Calendar Only if you want this to be offered as online booking service only. Both Calendars this will show the station on both calendars or Neither Calendars in case you want to hide a station, but possibly reopen in the future for booking.

3. Hours. You can set time restrictions on each station from here.

4. Attachment Restrictions. From here you can set task restrictions for certain stations. If particular employees are not qualified to perform certain task, you can set that restriction here. Example: Rob is qualified to color hair, but Sam is not, he can only do haircuts and blow-dry.

5. How Many Times can this be Assigned. you can limit the amount of appointments each Station can receive if you want to split appointments evenly between your employees

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Contact Center

From the Contact Center you can create stations notifications. Here is how it works:

1. Reminder Management. This section will allow you to edit the stations general notification information and create new reminders. Basically these reminders are for your employees and management, remind them of an upcoming event or meeting.

2. Notification Hours. This section will allow you to set time and day limitations.

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Custom Notification

From the Custom Notification you can Create Customized stations notification message. Here is how it works:

1. Notification Message. You can create custom messages that will not only be informative to your client but also esthetically pleasing. Our system allows you to do basic HTML customization and add System Information from the EZnet Fields drop down.

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What is a task?

Tasks are services that your company might provide. While setting up your companies tasks you can also provide duration for that task, which is the length in time that a task will take to complete. You can also Color code all tasks to make it easier to view and plan your day.

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How to add a task

Mouse over Company Account on the menu of your scheduler and select Task Management, on the upper left hand side of the menu click on Add new record and fill out the information.

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How to edit a task

Mouse over Company Account on the menu of your scheduler and select Task Management, Click on the edit link on the task that you would like to edit change the information that you would like to change then click on the save link.

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How to change a tasks color?

Mouse over Company Account on the menu of your scheduler and select Task Management, Click on the edit link on the task that you would like to Change the color for. Go to the bottom of the task screen Change the background to what you would like. Then Change the Text color to what you would like as well (Make sure that they are not both the same color or you will not be able to see the task). Once you are done click on the save link.

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How to assign a time limit to a task?

Mouse over Company Account on the menu of your scheduler and select Task Management, Click on the edit link on the task that you would like to change the duration for then go down to the Duration box fill the time in (example 1 hour would be 1:00 a half hour would be 0:30) after you have made you changes click on the save link.

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How to assign a price to a task?

Mouse over Company Account on the menu of your scheduler and select Task Management, Click on the edit link on the task that you would like to change the price for then go down to the price box fill the price that you would like to assign to the task (example $50.00 hour would be 50.00) after you have made you changes click on the save link.

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How to set Visibility Limits to a task?

Mouse over Company Account on the menu of your scheduler and select Task Management, Click on the edit link on the task that you would like to change.

Visibility Options. This section will allow you to set visibility limitations to Internal Calendar Only if you don't want your clients to see a particular Task on the External Calendar. External Calendar Only if you want this to be offered as online booking service only. Both Calendars this will show the Task on both calendars or Neither Calendars in case you want to hide the Task, but possibly reopen it in the future.

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What is a resource?

Resources could be set as your office rooms, trucks, or other service elements. While setting up your companies resources you can also provide time duration for that resource, for example clean up after a patient takes 15 minutes.

Resources appear in your Appointment Tip when you mouse over an appointment in your scheduler view.

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How do I manage resources?

1. Add New Resources. Click on the Plus to add a new Resource.

2. General Information. This section will allow you to edit the resource general information, set a price and limitations.

3. How Many Times can this be Assigned. You can limit the amount of times each resource can be scheduled per time slot.

4. Hours. You can set time restrictions on each station from here.

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How to manage users?

To add Users, simply click on "Company Account" in the top menu and select the "User Management" option.

Click on "Add new record" and fill out the information for your new User. Then click on the "Insert New User" button to save your new User.

1. Add New User. Click on the Plus to add a new User.

2. Search Panel. This section will allow you to Search the Users based on criteria. you can also group your search by dragging and dropping it into the Drag-and-Drop section up-top.

3. Information List. This is how all your Users will be listed, Click on the Edit button to change the information.

4. General Information. This section will allow you to edit the resource general information, set a price and limitations.

5. Reset Password. Reset a specific user password.

4. Station View Restrictions. This section will allow you to restrict certain users to see particular stations.

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How to change your current password

Mouse over Company Account on the menu of your scheduler and select Password Reset. Next type in your new password twice then click the "Change Password" button.

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Company Administration.

1. General Information. This section will allow you to edit the general account information, as well as set Custom Attachment Names which is an important tool in customizing your Scheduler. Please refer to Point 7.

2. Working Hours. This section will allow you to set your company's hours. This will predetermine your day schedule time slots.

3. Appointment Options. Here you can specify which information in Required on the Appointment Scheduling form.

4. Payment Info. You can see your Payment and Package information here.

5. Custom Reminders. You can create custom messages that will not only be informative to your client but also esthetically pleasing. Our system allows you to do basic HTML customization and add System Information from the EZnet Fields drop down.

6. External Calendar Management. This section will take you through 4 easy steps on setting up your External Calendar ( You Online Scheduling Page).

7. Customize Attachment Names. Stations, Tasks and Resources can be called different names. For example:

This changes the Attachments Names throughout your Scheduler. Now your Online Scheduling Page will look like this:

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