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Configure display order for therapists

In busy locations, it may be helpful to specify the display order for therapists in Appointment Book. This can make it easier for staff to find the therapist they are looking for.

Required roles: Administrator, owner

Required permissions: None

Specify the display order for therapists for the center

Required roles: Administrator, center manager

Required permissions: None

  1. At the center level, click the Configurations icon.

  2. Search for and select the Specify the display order for therapists setting

  3. Select the desired order arranged by name, job, schedule, booking value or custom.

    If you choose Custom, click Configure and reorder the list of therapists as you want. 

  4. Click Save.

Impacts and considerations

  • The display order chosen at the center level will override the organization-level configuration.

  • The Custom option lists active therapists for this center and employees deputed to this center as of that day. The order specified there is applied for the appointment book for all the front-desk staff at this center. Any new employees that are added or newly deputed employees will show last in the display order.

Set number of commonly used services during booking

Select the number of most commonly booked services to show in Booking Wizard, Appointment Panel, Queue and ZMA. This allows your front-desk staff to quickly access the list of popular services when booking an appointment.

  1. At the center level, click the Configurations icon.

  2. Search for and select Number of most commonly used services to show during service selection.

  3. From the dropdown list, select a number.

  4. Click Save.

Customize job cards details

Businesses can customize details about the guest and the service they opted for on the job card. You can hide details such as appointment notes, guests' contact information, visit details etc to maintain guest confidentiality.

Required roles: Any role with access to the Administrator mode

Required permissions: None

  1. At the center level, click the Configurations icon.

  2. Search for and select Custom job card details from the Appointment and Queue management section.

  3. Customize the following job card fields based on your business preferences:

    Job card details

    Description

    Guest’s visit details

    Enable this to print guest’s visit details on your job card. Details include guest's first visit date, total visits, service, and product history for the last three visits.

    Guest's future appointments

    Enable this to print details of services booked by the guest for their next 3 visits.

    Appointment notes

    Enable this to print details for services booked during the guest’s last 3 visits.

    Guest notes

    Enable this to print the last five guest notes.

    Guest contact information

    Enable this to include guest’s contact information.

  4. Click Save.

If you want to hide any of these details from the job card, turn off the toggle for each respective setting. These changes will affect both old and new job cards. 

Select default mode for Booking wizard

You can set the default mode of the Booking wizard to Basic or Advanced mode.

  1. At the organization level, click the Configuration icon.

  2. Search for and select the When editing an appointment, open the Booking wizard in:

  3. Select the desired option either Basic mode or Advanced mode.

  4. Click Save.

Impacts and considerations:

  • This setting becomes available when the Enable Advanced mode in booking wizard setting is enabled.

  • If the Recovery time optimization setting is activated, the wizard will open in Basic mode; you cannot switch to Advanced mode.

Always show calendar on booking wizard

Show the calendar always on the booking wizard for easy access. It also helps front-desk staff and guests quickly see which therapists are available and the open time slots.

  1. At the center level, click the Configuration icon.

  2. Search for and select Always show calendar on booking wizard.

  3. Enable the setting.

  4. Click Save.

Enable booking and payment in booking wizard

Enable this setting to allow front-desk staff to book services and take payments directly from the booking wizard.

  1. At the center level, click the Configuration icon.

  2. Search for and select Enable booking and payment in Booking wizard setting.

  3. Enable the setting.

  4. Click Save.

    If you do not want to enable booking and payment in the booking wizard, turn off the setting.

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