Version 7.4 and higher The messages overview (also referred to as ‘the messages queue’) by default shows all pending (=unsent) messages. Change the search criteria to also view the sent messages or to search for specific messages, appointments or orders. From this list it is possible to view the content of a message, and if […]
Which factors affect the generation and sending of order notification messages? The page Generate order messages describes in detail whether or not messages will be generated, and if yes, which ones. The page Send order messages describes when the generated messages will be sent.
Which factors affect the generation and sending of appointment notification messages? The page Generate appointment messages describes in detail whether or not messages will be generated, and if yes, which ones. The page Send appointment messages describes when the generated messages will be sent.
Version 7.4 and higher There are different types of notification messages, like an appointment confirmation, an appointment reminder, or an invitation for making an appointment. The content is different for all these messages, which is why for each message a different template should be created. In addition, separate templates are required for text messages, email […]
Version 7.4 and higher Scenarios are used to define the situations in which a message should be sent. First, the event that causes the sending of a message is defined (a.k.a. the ‘trigger’). Possible triggers are: creating, editing, canceling or deleting appointment, an appointment that is going to take place soon, or an order that soon […]
Version 7.4 and higher Notifications are based on templates. The template contains the content of the message. The template can contain variables and conditions which will be turned into personal content when the actual message is generated. This way, a message can contain information which is both personal to a specific client and adapted to […]
When an order or order-moment is edited, it can affect the appointments that are already planned on the day or week planning board. The already planned appointment will turn orange or red, depending on which properties are changed (and in some cases even depending on how they are changed), to notify the planner about […]
Several factors affect how a protocol is translated to actual order-moments when it is applied to a client. It does not only depend on the general protocol properties (like runtime and frequency of the protocol-order) and on client-specific requirements (like start date, start day in protocol and the possible days of the week), but […]
The protocol-orders of a protocol are translated into client-specific orders when they are applied to a client. Typically, each protocol-order is turned into one order. This article describes how each property of the order is filled exactly. The what section Service of resource: always filled with the option ‘Other’, because applying a protocol will […]
Version 7.6 and higher The planning boards overview provides an overview of all planning boards in the system which the user has access rights to. The planning boards are grouped per type. For all shown planning boards, real-time information is displayed about invalid appointments or invalid employees. Clicking on a planning board tile will link […]