Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will be listed on the screen (in the order that their registrations were begun). A client becomes a “Pending Registration” when users click “Save” rather than “Complete” in the New Registrations screen. This typically occurs when you are still awaiting..
Tag: Appointments
Simpatico has built-in appointment reminders for your company. These can go out via email, phone, or text message. Email Appointment Reminders Email reminders are provided by CAVU at no cost to you. All email appointment reminders are sent out on the day prior to a client’s appointment at 7:00 a.m. Phoenix, AZ time (GMT/UTC..
Simpatico’s newest report, the Appointment Detail Log, is designed to assist you in answering questions you may have in regards to interactions that occur on the Client Appointment Calendar. The report is found on the Admin Reports page, and users with the Admin* and Data Analyst* roles have access to run it. After clicking on..
As outlined in our post about Updating Appointment Statuses, Simpatico’s Appointment Calendar allows you the option to charge clients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..
Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see client appointment status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate: Open “Open” will allow..
Admin Users of Simpatico have access to modify System Configuration settings. These settings impact the overall company, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.” Appointment In the “Appointment” section, users can enter: No Show Charge – This is the default charge associated with the..
So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any client’s name on the schedule to open the Appointment Detail window. This window shows you..
Simpatico’s calendar shares directly over to the new Mobile App. The current version of the app allows each user to view one calendar resource. This means that each employee can view his/her own calendar, but not other calendars. You’ll see the number of appointments scheduled for today and tomorrow on the App Home Screen. Click..