Revamped In-App Appointment Features

This section provides an overview of the revamped in-app appointment features, designed to improve performance, usability, and the overall user experience. These updates include a comprehensive redesign of the appointment booking module, featuring:

• Appointment Scheduling: The booking process has been restructured to enhance ease of use and efficiency for both users and staff.

• Appointment Display: The method of displaying and accessing appointments has been refined for a more intuitive and streamlined experience.

• Appointment Editing: The process of modifying appointments has been improved for greater ease and accuracy.

These enhancements are focused on delivering a highly functional, user-friendly appointment module that meets our customers' specific needs.

Scheduling Appointments

The new "Book Appointment" feature allows users to efficiently schedule appointments for both existing and new contacts, making the booking process faster and more convenient.

To schedule an appointment, follow these steps:

1. Click the “Add Appointment” button or select any available time slot on the calendar. This action will open the appointment scheduling page.

2. On the right side of the modal, locate the "Contact" section. Select the appropriate contact from your list.

   • Note: This process has been simplified. Previously, you had to select the contact before starting the booking process. Now, you can select the contact directly within the booking details. Adding a contact is required to save the appointment.

3. Choose your calendar from the available options.

4. Enter the appointment details, including:

   • Appointment Title

   • Description

   • Start Date and Time

   • End Date and Time

   • Meeting Location

   • Status

Viewing Appointments

The "View Appointment" feature provides users with a complete overview of scheduled events for selected calendars, including those synced from external services like Google and Outlook.

Options for viewing appointments include:

This feature provides a quick overview of all scheduled events.

Editing Appointments

To edit an existing appointment, follow these steps:

1. Click on the appointment you wish to edit. This will open a modal with the appointment details.

2. In the top right corner of the modal, click the "Edit" icon. This will take you to the "Edit Appointment" modal.

3. Make the necessary changes to the appointment details within the "Edit Appointment" modal.

This process allows for easy access and modification of appointments, starting from the appointment view modal and smoothly transitioning to the edit interface.

Adding Guests to Appointments

When the "Add Guest" feature is enabled in Calendar settings, users can easily include guests when booking appointments through the modal.

To enable this feature:

1. Ensure the "Add Guest" option is activated in your calendar settings.

The booking modal will adjust based on whether the "Add Guest" setting is configured to "Name and Email" or "Count Only."

Name and Email: If enabled, this option allows you to invite guests by selecting from your contact list or manually entering their names and email addresses.

Count Only: This option allows users to simply add the number of guests without needing to provide names or email addresses.