EasyAppointments is an open source appointment scheduling system that simplifies the booking process for service providers and clients. Users can efficiently manage schedules by defining working plans, specifying available time slots, and blocking out periods of unavailability. The platform facilitates a easy appointment creation process, allowing users to input details such as the appointment date, start time, and duration, along with additional information like the service type or provider.
Login
On your first visit to the site, you will be presented with the login/signup screen.
When your instance is first created, an account is created for you with the email you chose. You can get the password for this account by going to your Elestio dashboard and clicking on the "Show Password" button.
Enter your email, name and password and click the "Login" button
Calendar
The calendar allows users to view and manage appointments. It provides a visual representation of scheduled appointments, making it easy to see availability and schedule new appointments. Users can navigate through different dates and time slots, view details of existing appointments, and create new appointments directly from the calendar interface. You can see the calendar by clicking on the "Calendar" link in the top navigation bar.
Creating New Appointment
Creating an appointment involves scheduling a specific date and time for a particular event or service. Users input details such as the appointment date, start time, and duration, along with additional information like the service type or provider. This process ensures efficient scheduling and organization of appointments, making it user-friendly for both service providers and clients. You can add a new appointment by clicking on the "New Appointment" link in the top navigation bar.
Creating Providers
Providers are individuals or entities that offer services or appointments. EasyAppointments allows you to manage and organize providers, assign them to specific services, and schedule appointments with them. By effectively managing providers, you can ensure that appointments are assigned to the right individuals or entities. You can add new providers by clicking on the "Providers" link in the top navigation bar and going to the "Add" option. This allows you to input relevant details such as the provider's name, contact information, and any other necessary information.
Creating Services
Services are the different types of appointments or events that can be scheduled. The Services feature allows you to manage and organize these different types of appointments, assign them to specific providers, and schedule appointments with them. This could include anything from medical appointments, consulting sessions, to training sessions, depending on the nature of the business using EasyAppointments.
Adding Unavailable Period
Unavailable Period is a specified timeframe during which a service provider is not available to accept appointments. This feature allows service providers to block out certain periods, such as breaks, holidays, or other unavailability, ensuring that clients cannot schedule appointments during those times. Managing unavailable periods helps optimize scheduling and provides accurate availability information for clients using the EasyAppointments system. You can create a new unavailable period by clicking on the "Unavailable Period" link in the top navigation bar and going to the "Add" option.
Adding Working Plan Exception
Working Plan is a predefined schedule or set of working hours that outlines when a service provider is available to accept appointments. This plan typically includes information such as regular working days, start and end times for each day, and any breaks or intervals during the working hours. Creating a working plan in EasyAppointments helps to establish a consistent and organized availability structure for service providers, making it easier for clients to book appointments based on the defined schedule. You can create a new working plan by clicking on the "Working Plan" link in the top navigation bar. Break can also be added to the working plan.
Creating Customers
Customers are the individuals or entities who book appointments or use the services provided by the system. Customers option in EasyAppointments allows you to manage and keep track of your clients' information, such as their names, contact details, appointment history, and any additional notes or preferences. EasyAppointments enables you to efficiently manage your client base, provide personalized services, and maintain a record of past interactions. This can be particularly useful for businesses that rely on repeat customers or need to analyze customer behavior and preferences. You can create new customers by clicking on the "Customers" link in the top navigation bar and going to the "Add" option and then providing the relevant details.
Configuring Settings
Settings are configuration options and preferences that can be customized to modify the application to your specific needs. These settings include various aspects such as general settings, email notifications, time zone settings, language preferences, appearance customization, and more. By accessing the Settings screen, you can modify these options to align the application with your desired functionality and user experience.
