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..
Tag: Workflow
As a small business owner/employee, you have a plethora of tasks to do each day. You can’t waste time or run the risk of something not getting completed, so don’t leave anything to chance. Simpatico’s Task system allows you to schedule digital Tasks, or To-Do List items. You can schedule them for yourself, or..
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..
Simpatico’s Mobile App allows you to view your scheduled and overdue tasks. The App Home Screen will show you the number of tasks you have due today, as well as any overdue. You can access those tasks through the menu in the upper right corner of your home screen. Once on the Tasks window, you..
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..
With our latest release, Simpatico has unlocked Task Management for Supervisors. As you already know, when a User Group is created in Simpatico, the Supervisor of that group becomes the recipient of all Time Off Requests for the Employees listed within that group. The User Group functionality has been enhanced, and Supervisors of a User Group will now also..