Appointments

Description

When a user submits a booking request via the Appointment Booking component's entry screen, a 'Appointment Request' is created.

This screen shows all requests. The term 'request' is a hold over from the programs early days. An accepted Appointment booking is still a booking 'request'.

 

Toolbar Icons

Remove: Deletes one or more booking requests.

Edit: Opens the Appointments Edit screen to allow you to view and modify the request.

Reminders: You can send reminder messages to users. (message text defined in the configure screen). Use the Date filter to choose a date then select bookings to receive reminders. Reminders will only be sent to bookings in the future, that are in 'Accepted' status.

Export/CSV: Exports request details for one or more Appointments to a csv file. The csv file can be read into Excel for reporting purposes.

Help: Opens this help screen.

 

Filters

Date: Filter by date, use the 'Clear Date' link to remove filter.

Resource: Filter by resource:


Status:
Filter by request status:

 

List Area

ID: Unique ID for the request.
Name: Requestor's name.
Phone: Requestor's phone number.
Email: Email address (if supplied) of the requestor, click on the address to send an email to the person.
Resource: Name of the Resource being booked.
Time: Date and time of the booking.
PayPal Txn: PayPal transaction ID, this ID is generated by PayPal.
Payment: Payment status of the booking.
Status: Request status (see filters above)

Click on the Name link to open the edit screen.

Click on the Email link to send a mail message.

Click on the PayPal Txn link to view the details of the PayPal transaction (read only)

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