Introducing the New Appointments Dashboard

🚀 Faster, Smarter, and More Customizable

We are excited to introduce the newly redesigned Scheduler Appointments Dashboard, bringing faster performance, enhanced customization, and improved visibility to streamline your workflow. This update introduces a new "Ledger" View alongside the familiar Calendar View, making it easier to manage customer appointments efficiently.

🚀 Improved Core Features

🔍 Search & Manage Customer Appointments

• Use the Search Bar to find customer appointments as usual.
• Now, you can view all past and active appointments, not just the active ones.
• Duplicate past appointments, make changes, or create a new one as needed.
• To view all of a customer's appointments after searching, simply click 'View Customer Appointments'.

✨ The New Ledger View

🗓 Your Day at a Glance

• The Ledger View opens to today’s schedule by default, displaying all appointments for the day.
• Think of it as an extended, more detailed version of the 'Appointment Ledger' you’re already familiar with.

🏛 Your Personalized Ledger View

• Rearrange & Sort Columns: Customize the Ledger View to fit your workflow. Changes are saved just for you.

• Pin & Arrange Columns: Pin up to 3 columns and reorder them for quick access.

• Filter for the Perfect View: Use the 'Filter' button to refine your Ledger and display only the most relevant information.

• Edit Table View: Click 'Edit Table View' to hide columns, adjust settings, and personalize your layout.

💥 The Upgraded Calendar View

📅 Familiar Calendar View

• This is the Calendar View you already know.
• Greyed-out slots indicate restrictions or full capacity.
• Click an empty slot to open the 'Schedule an Appointment' pop-up and enter details.

🏷 Quick Appointment Details

• Hover over a booked appointment to instantly view customer details.

• Customize Hover Details: Click 'Edit Calendar View' to select up to 4 fields to show on hover.

✅ Update Appointment Status

• Mark as 'Show' and map it to an RO.
• Mark as 'No Show' if the customer didn’t arrive.

📚 Navigating the Left Panel

🗓 View Appointments by Date

• The Left Panel opens by default with the calendar set to today.

• Select a date to see all appointments for that day.

📅 Adjust Date Range

• In Calendar View, switch between 'Day' or 'Week' views.
• In Ledger View, select 'Month' for a broader overview.

📊 Monitor Capacity at a Glance

• The Left Panel displays Capacity status for the selected date and range.
• Track the number of booked appointments and ensure availability.

🔄 Switch & Customize Your View

• Seamlessly switch between different views using ‘My Views’ to manage appointments efficiently.
• Customize your dashboard to fit your workflow.

📅 What’s Next?

The new Scheduler Appointments Dashboard will roll out soon! Take advantage of the new features and customizations to optimize your scheduling process.

For any questions or support, contact your myKaarma CEM. We’re excited for you to experience the improved Scheduler!