EMS | Key To Symbols
Description
Within the experience management system (previously Core by Premier Software( there are a number of symbols that are displayed in the diary to help you identify the status of the bookings.
Some of these symbols are default symbols, and some are user-configured.
Resolution
User Configured Symbols
- Appointment Status Types
In Customisation (or Administrator if multi-site) nine appointment status types can be defined to meet your requirements. These are configured under the Appointment Display Status Types button:
- In the example below the Blue Circle indicates a request for a specific staff member while a Red Circle indicates a Regular client/member.
System Default Symbols
= Resident Status: Indicates that the client is staying at the property.
= Future Payment: Indicates that the client has either paid in full for their booking, or paid a deposit towards it.
= Reservation: Indicates that the client is part of a reservation booking. Used in conjunction with the box symbol
. The box indicates that the treatment is part of the package. Where the
symbol is not accompanied by the box symbol then this indicates that the client is on a reservation but this particular treatment is not part of the selected package (typically a replacement treatment for one of the package treatments, or an additional treatment on top of the package treatments).
= Package Treatment: Indicates that the treatment is part of a pre-defined package. Always used in conjunction with the Reservation symbol (see above).
= New Client: Indicates that the client is new and has not visited previously.
= Notes: Indicates that there is a note attached to the booking.
= Online Booking: Indicates that the booking was made online, the main colour of the booking will be different to direct bookings (default colour is orange
)
= Email: Email confirmation or reminder sent.
= SMS: Text message confirmation or reminder sent.
= Client New To Therapist: Indicates that the client has visited before but this is their first visit with the particular therapist.
= Member. Indicates that the client is a current member.
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