Account Setup

Before any appointment scheduling can begin, it is necessary to configure the service that will be managing it. Think about it as a new phone answering machine — it cannot greet callers with a personalized message until the machine is properly set up by its owner. Let's set it up!

Personnel Setup

A personnel record has to be established for every service representative in the company who accepts online appointment reservations.

Personnel cannot accept appointment reservations directly, but through schedules they are associated with. Only personnel-type schedules can have personnel records linked to them.

In Online Appointment Scheduler each service representative may have his/her own holiday schedule, work hours and vacations.

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