It is important that all data of a session are complete and in order, which is why all details of the sessions are verified by the system. In other words: a number of checks is performed. The result of the checks determines the ‘validation status’ of the session. If, for example, a session is […]
Vanaf versie 7.5 Bij het creëren van een nieuwe cliënt in het systeem, kan er meer data toegevoegd worden dan enkel de algemene persoonlijke eigenschappen op de ‘Voeg cliënt toe’ pagina. Deze eigenschappen bevatten onder meer adressen, contactpersonen, servicecontracten, orders en protocollen. Na het opslaan van de ‘Voeg cliënt toe’ pagina wordt het nieuwe cliëntdashboard […]
Version 7.4 and higher In addition to manually planning a client’s appointment on a session, the session appointment generator (also called ‘PSE’) can also be used to create an appointment. This plan engine is mainly intended for employees of a centrally organized planning office, where the client calls for an appointment and is therefore on […]
Vanaf versie 7.4 Op het spreekuurplanbord kan direct in een spreekuuragenda een cliëntafspraak gepland worden. Dit kan handmatig via de ‘Voeg toe’ optie op de knoppenbalk, of door een in te plannen order of servicecontract uit de cliënten picker op een spreekuur te plannen. Na het maken van een afspraak op het spreekuur planbord kan […]
Version 7.6 and higher Employees can be planned on sessions from the employee picker. It is also possible to already plan employees during the set up of a session (see Add session), but this functionality is more advanced on the session planning board. Required User right 22.3: ‘Plan employees on session planning board’ The employee […]
Version 7.4 and higher The sessions’ calendars are displayed on the session planning board. Here, client appointments can be planned, changed and registered manually. The session appointment generator also plans on these calendars. As of version 7.6, it is possible to quickly plan employees on sessions from the planning board and to search for specific sessions […]
Version 7.4 and higher When a session is defined and has the final status, client appointments can be planned on it. This can be done in two different ways: manually on the session planning board, or using the session appointment generator. After specifying what service to plan and entering relevant client preferences, this wizard (also […]
Version 7.4.2 and higher It is possible to copy an existing session. This can be useful if a certain session takes place regularly. The page layout is completely identical to the ‘Add session’ page. The only difference is that the details of the selected session are already filled in. Select a recurrence (daily, weekly, monthly […]
Version 7.4 and higher Sometimes you might want to edit a session after it was created. For example, the session needs to be made shorter, the location needs to be changed, or a service needs to be added. On the sessions overview, click the ‘Edit’ button to edit a session. If multiple sessions are selected, […]
Version 7.4 and higher The ‘Add’ action on the sessions overview is for creating a new session. It is also possible to add multiple sessions at once, depending on the recurrence you choose. Required User right 21.1.1: ‘Add new session’ Entering session information On the sessions overview, click the ‘Add’ action to open the ‘Add […]