Premier | Appointment Code Setup

Premier | Appointment Code Setup

Description

Appointment Code Setup creates the booking rules for all staff based appointments.  The initial code creation defines the dependency on "Rooms" or "Facilities" and sets the fundamental  business rules for the organisation.

🧠 Important Note Before Starting!
If your Premier is linked to your Hotel PMS, you'll need to make sure you enter an "Allocation Code" to your new appointment code. You can look at your other appointment codes to see what code you should be using, or confirm this with your finance team. Once you've created the appointment code and added the allocation code, this appointment will then be able to successfully post across the interface on a bill departure. If you wish to check this has posted correctly, please provide an example bill to your finance team and they will be able to check this has mapped correctly for you. 


Resolution




Creating Appointment Codes

In "Administrator" or via "Configuration" click onto “Appointment Codes”



  1. To create new Appointment click onto the "Green Plus"
  2. Enter a Code - the code is a maximum of 8 characters
  3. Enter a description 
  4. Select an appointment "Category" from the dropdown list
  5. Select the default length - the length is configured based on the default Interval
    1. Interval if your business uses multiple column intervals please select the relevant  either 5, 10, 15 minutes
  6. Select a "Income Centre" from the dropdown list
  7. Select the "Gender"
    1. The default is "Either" this removes any dependency on the guest gender
    2. Selecting "Female" or "Male" will restrict a booking based on the guest declared gender based on your organisations configured title/pronouns settings
  8. If the the appointment has a dependency on a "Room" or "Facility" select the relevant option in "Column Requirements"
    1. No Room or Facility Required - creates an appointment which only requires a staff member to be booked
    2. Room Required - creates an appointment which is dependent on a staff member and room being available
    3. Facility Required - creates an appointment which is dependent on a staff member and facility being available
  1. Move the required Sites from left to right to allocate
  2. Select the "Green Tick" to confirm

Advanced setting

  1. Book Room In Waiting Time - Activating this enables the ability to schedule a staff member and room, booking the staff member for a start and finish appointment allowing for a gab between services, keeping the room booked during the gap - See Room Waiting Time
  2. 2+ Staff - Activating this enables the ability to configure appointments which require multiple staff or rooms to complete the booking - 
    Appointment Code - Multiple Staff Appointments
  3. Appointment Link Available - Activating this enables the ability to force an appointment which follows the initial booking.  Typically used in the hair service where an initial technical appointment (colour hair) is followed by a finishing service (styling) - See Appointment Code - Linked Appointments