Calendar – Appointment – In-App Appointment Modal

Calendar – Appointment – In-App Appointment Modal

Software Updates

September 21, 2023 ● 2 min read

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There’s a new update – Enhancing User Experience: The New In-App Appointment Modal

In the fast-paced world of modern business, time is of the essence. Keeping appointments and managing schedules efficiently is crucial for both clients and staff. To meet this demand, we are excited to introduce a transformative update to our in-app appointment module. This enhancement promises to elevate performance, usability, and overall user experience. Let’s dive into the details and explore the substantial benefits it brings to our valued users.

A Streamlined Booking Process

One of the standout improvements in this update is the redesigned booking process. We’ve made it more user-friendly and efficient, catering to the needs of both clients and staff. Here’s how it works:

Now, booking appointments is as simple as a few clicks. Users can initiate the process by clicking the “Add Appointment” button or selecting a time slot in the calendar. Gone are the days of selecting a contact before starting the booking – our new modal allows users to select the appropriate contact within the booking details. This small change saves valuable time and effort. Remember, though, a contact is a must-add before saving the booking.

Once the contact is selected, users can choose the calendar, provide appointment details like title, description, start and end date/time, meeting location, and status. After filling in the necessary information, just click “Book Appointment,” and you’re done. It’s a smoother, more intuitive process that ensures your appointments are scheduled hassle-free.

Book Appointment

Effortless Viewing of Appointments

Our “View Appointment” feature is all about convenience. You can quickly access all your scheduled events, including those synced from third-party calendars like Google and Outlook. Here’s how it’s done:

  • Appointment Section: In the appointment section, a 3-dot menu button on the right corner of each appointment provides easy access to view details.

  • Calendar Section: Navigate to the calendar section, select the relevant calendar, find the date and time of your booking, and click on it to view the appointment details.

This user-centric approach ensures that you can effortlessly keep track of your events.

Appointment view

 

Calendar view

 

Seamless Appointment Editing

Editing appointments is now more straightforward than ever. Just click on the appointment you want to modify, and a modal will pop up displaying the details. In the top right corner of the modal, you’ll find the “Edit” icon. Click it, and you’ll be redirected to the dedicated “Edit Appointment” modal, where you can make all the necessary changes hassle-free.

Adding Guests with Ease

When enabled in the Calendar settings, our “Add Guest” feature simplifies inviting guests to your appointments. Here’s how it works:

  1. Enable “Add Guest”: Activate this feature within your calendar settings.

  2. Dynamic Modal: The appointment modal dynamically adjusts based on your chosen “Add Guest” setting: “Name and Email” or “Count Only.”

  • Name and Email: Invite guests by selecting from your contact list or manually entering their names and email addresses.

  • Count Only: Simply add the count of guests, without needing their name and email details.

This feature ensures that inviting guests to your appointments is a smooth and intuitive process.

group invite

In conclusion, these enhancements represent a significant step towards a more efficient and user-friendly in-app appointment module. Whether you’re booking appointments, viewing your schedule, editing plans, or inviting guests, our goal is to make these tasks as smooth as possible. With these improvements, you can save time, reduce hassle, and focus on what truly matters – your business and clients. Try out these features today and experience the difference!

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