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Appointment

This page allows to adjust the parameters for appointment reservations.

Common tab

On the "Common" you can change the appointment type and edit the following parameters:

ADMIN-CENTRAL

Type

  • Internal: the appointment procedure is handled entirely by the Q-net service and database.
  • REST Query: when the customer data related to the appointment is handled in a 3rd party CRM service.
  • REST Full: when the customer data and the appointment service is handled by a 3rd party software.

Booking code accepted before appointment time

Booking code accepted before the appointment time is when the customer arrives to the selected branch with the booking code – selects the appointment button (as s/he arrived to a booked time ) – and gives the code which s/he received.

Booking code accepted after appointment time

Booking code accepted after the appointment time is when the customer arrives to the selected branch with the booking code – selects the appointment button (as s/he arrived to a booked time ) – and gives the code which s/he received.

Max booking per client

Limits the amount of appointments that a client can have

Increase appointment ticket priority

Increases the priority of the booked ticket to enable to call the customer with appointment earlier than any other customer.

Appointment URL

URL of the appointment site

Confirmation URL

URL that will send out to confirm an appointment

Delete URL

URL that will send out to delete an appointment

Send confirmation e-mail

Enable it to send confirmation e-mail about the new appointments. If it is disabled, every appointment will be automatically verified.

Expiration time

Validity period of the sent out url.

Send confirmation sms

Should the system send confirmation sms

Send approval e-mail

Should the system send approvation e-mail

Send approval sms

Should the system send approvation sms

Send reminder e-mail

Should the system send reminder e-mail

Send message X hour before appointment

How many hour before the appointment will send the system reminder

Send reminder sms

Should the system send reminder sms

Profile

!TODO!

Root URL

!TODO!

Authorization

!TODO!

Method

!TODO!

URL

!TODO!

Send cancelling e-mail

Should the system send cancelling sms

Send cancelling sms

Should the system send cancelling sms

Type

You can configure calendar synchronization between the V7 server and on-prem Exchange server users or Office365 cloud tenant users.

Exchange / Office 365 URL

Configure Exchange Web Service endpoint URL or the Office 365 Exchange

Administrator primary e-mail address

Configure the e-mail address of the user which will have access to the calendars.

Tenant ID

The Tenant ID of the Office365 subscription.

Client ID

The application (client) ID of the registered application.

Client secret

The cloud-side generated client secret of the application.

Event reminder time

The appointments will be placed into the clerks’ calendars with the set reminder time.

Check clerk calendar availability

If turned on, the appointment tool will check the clerks’ calendars and exclude the dates that are booked or busy in these calendars.

Delegate reservations to clerks

If turned on, the reservations will be placed into the clerks’ calendars.

Event subject

The appointments will be placed into the clerks’ calendars with the following subject.

Event body

The appointments will be placed into the clerks’ calendars with the following text body.

Schedule tab

Profile

Profile that is assigned to the appointment feature

Time slots

Select the time-slots during which the clients can make an appointment with the selected available services.

Under the Slots section you will find the appointment scheduler. In this view every line represents a day of the week and at the top the hours of the days are appearing. The colored lines are representing the time slots. The label of the time slot shows the starting and the ending time of the slot and the numbers of the services assigned to the slot. The timing can be changed by dragging the end of the lines.

ADMIN-CENTRAL

By clicking at the + sign at the end of the lines the time slot editor will appear or double click an existing slot to edit it. The dialog will list the available services. Clicking the checkbox will add the service to the slot, then the time interval, and the number of the slots for the selected interval can be entered. Clicking the Save button will save the current state and close the dialog.

ADMIN-CENTRAL

Texts tab

ADMIN-CENTRAL

Text content of the different notifications

Here you can edit the confirmation, approve and reminder messages on different languages

E-mail subject

Subject of the confirmation email

E-mail body

Content of the confirmation email

E-mail subject

Subject of the approvation email

E-mail body

Content of the approvation email

SMS message

Content of the approvation sms

E-mail subject

Subject of the reminder email

E-mail body

Content of the approvation email

SMS message

Content of the reminder SMS

E-mail subject

Subject of the cancellation email

E-mail body

Content of the cancellation email

SMS message

Content of the cancellation SMS

Appointment calendar integration (Exchange / Office365)

Connect the Q-net Pro 7 Appointment with an on-premise Exchange server or an online Office365 subscription. It checks the availability of clerks' calendar and considers the busy time intervals. After the reservation, it delegates the reservation to a random clerk in the branch and saves the event into clerk's calendar.

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Appointment CAPTCHA protection

Cloudflare's Turnstile protection can be configured on the Appointment reservation page. To use it, you should register the Turnstile solution on Cloudflare and copy the siteKey to the External Systems page in Administration.