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 Account Setup


  New Account Setup Wizard    
New Account Setup Wizard
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New Account Setup Wizard


Online Appointment Scheduler is a fairly complex system that offers a great deal of configuration options. To ease the learning curve it comes with the New Account Setup Wizard, an easy to use utility that presents itself by default to novice users.

Configuration steps that are still to be completed are marked in red, while green items on the configuration list outline overall setup progress.

Setup Wizard is intelligent and non-demanding. Advanced users may easily skip it and perform custom account configuration outside of the wizard, which nevertheless will be tracking configuration process in the background.

New Account Setup Wizard quietly dismisses itself as soon as basic account configuration is complete.

  See Also...    
Business Hours Setup    
Business Holidays Setup    
Service Schedule Setup    
Capacity-type Schedule    
Personnel-type Schedule    
Custom Form Setup    
Direct Offer Setup    
Personnel Setup    
Account Setup Center    
Account Web Profile Setup    
Business User Setup    
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