UI Setup

Setting

Definition

Scheduler Display Options

Appointment URL for event:

Lists the site address for the selected event that you can either use in your web page or provide to your customers to use when booking an appointment.

Show details page after customer makes an appointment

Check this box if you would like a web page with appointment details to pop up after the customer has made an appointment.

Customer can't see slots after X days/weeks from today

Enter a value here if you would like the display only a certain number of days/weeks of slots to your customer.

Customer cannot book their appointment closer than X hours/days/weeks

Allows you to make slots become unavailable some amount of time before the appointment. For example, if you do not want the customer making an appointment one hour before the appointment then set this to one hour.

Customer cannot cancel their appointment closer than X hours/days/weeks

If you want to prevent customers from cancelling their appointment within some amount of time before the appointment alter this setting. Set this to 0 if you don't care if customers cancel a minute before they show up. Set this to a large value if you do not want them to be able to cancel the appointment.

Business Days only

Check this box if you would like to count only business days for the two above settings.

if customer can not cancel the appointment, then display 'call to cancel' message

Check this box if you would like customers to see a 'call to cancel' message. This message will show up on the appointment detail line when the customer selects the Your Schedule button.

For resources assigned to a contact, send appointment notification via email

Check this box if you would like an appointment notification email to be sent to the resource (i.e. nurse, doctor, etc), each time a customer makes an appointment.

Customer user interface type:

Set "Customer user interface type:" to Text to get a text listing of the available time slots or Table to get a graphical listing. If Text display is selected you will also have the option to display the end time of each appointment, the number of available appointments per slot, and you will be able to display each resource in a pull-down.

Show Calendar by Month

Show Calendar by Month will display a monthly calendar either above or to the left of your available appointments. The customer can then click on an available date on the calendar to see the availability for that day.

Customer will see: X Days/Weeks of slots XX slots on the appointment page

The "Customer will see: X Days/Weeks of slots XX slots on the appointment page" setting determines how many days or weeks are shown on the CUI at one time and how many slots are displayed. The xx days/weeks section will determine how many days (or weeks) are displayed on one screen of the scheduler. For example, if you enter in 1 day but you have 3 days of appointment slots, the participant will see the first day on the screen, and then will need to use the arrow button to view the other days. The xx slots section determines how many slots (per day) are displayed. For example, if you have 20 slots available on a day, but you want the first 10 time slots to fill up first you would enter in 10 here. The first 10 time slots of the days would be displayed, (ex. 9:00, 9:10, 9:20... through 10:30). Once a participant booked one of these slots, the next slot in the sequence (10:40) would open up and be displayed on the scheduler. Note that the xx slots section is only available when you have selected either the Text or List display.

Legend position

The legend can be set to either the top or the side.

Show ' Add this appointment to your calendar'

Check this box if you would like your customers to have the option of adding their appointment date and time to their online calendar.

Allow customers to take multiple slots

Check this box to allow your customers to take more than one appointment for the same time slot. This is useful if a customer needed to book more than one appointment at the same time. For example, if a parent wanted to book flu shots for the entire family at the same time, they would first select the number of slots they needed, and then they would be presented with the available times that had that many openings. They will not be able to exceed the number of slots offered. If you have created any Appointment Fields, the person booking the appointment will be prompted to fill in these fields for each slot they would like to take. For example, if you have created an Appointment Field for the name of the participant, the person booking the appointment will be prompted to enter in a participant name for each appointment.  

Appointment Limits

Allow customer to make conflicting appointments for themselves

If this box is checked the customer will be able to make more than one appointment at the same time.

Duration between appointments: X Hours

per Resource

If you set this to a non-zero value the system will not allow the customer to make a second appointment closer than the setting. If they attempt to make on the "customer message" will be displayed.

Maximum Appointments Per Event

Allows you to set a limit on the number of appointments a customer can make per event.

Maximum Appointments Per Resource per Day

Allows you to set a limit of how many appointments per resource can be booked on any day. For example, you can create 15 slots on a day, but restrict the Maximum Appointments for the resource to 10. As soon as the 10th appointment is booked at any time on that day, no more appointments can be booked.

Customer Message

This is message that will be displayed if your customer tries to book an appointment that breaks the rules you have established.

Scheduler Availability

Days of the week

To specify a specific start and end time for a particular day check the date so that a green check box appears.

Start each day

Enter the start time of the day you would like the scheduler to open.

End each day

Enter the end time of the day you would like the scheduler to close.

Customer Reminder Email

Default time: X Days/Weeks

This establishes the number of days/weeks prior to the appointment that the reminder email will be sent. When your customers click to book an appointment, the confirmation page comes up with the reminder time set to this value by default.

set from CUI

Check the "set from CUI" box if you want to allow your customer to set the default time to receive a reminder email. If you check both "require reminder" and "set from CUI" your customers will be able to select when the reminder email will be sent, but will not have the option of not receiving an email. If you check only "require reminder" then you will require a reminder and the length of time prior to the appointment that the reminder will be sent will be whatever value you enter after the Default time:.

require reminder

Check this box to require the customer to receive a reminder email.

Automatic Reminder Email

Add / Delete

Select Add and enter the time (in hours) prior to the appointment you would like an email reminder to be sent. You can add multiple email reminder times.