Premier | Appointment Pre-Selections

Premier | Appointment Pre-Selections

Description

The Appointment view pre-selection setup allows viewing your diary differently:  for example you may have a fitness team and a spa team and instead of looking at a diary view of all staff you are able to look at just the fitness team or just the beauty team.

Resolution


Creating Display Status Type

In "Administrator" click onto "Initial Setup Menu"  then click onto "Appointment View Preselection Setup" or via "Configuration" click onto "Appointment View Preselection Setup" 

   
  1. To create a new pre-selection click onto the "Green Plus"
  2. Enter a description 
  3. Move the required Staff, Rooms, Facilities from left to right to allocate - For more information regarding adding in staff members to your rota, follow the steps in this article: https://support.journey.travel/portal/en/kb/articles/premier-how-to-add-a-new-staff-member-to-the-appointment-diary

Set the column Order

To set the order the columns will be displayed 
  1. select the dotted box to the left of the name 
  2. drag the item up/down to the required position