From the scheduler, you can assign an appointment for a user by clicking on the + symbol.

TABLE OF CONTENTS

Book an appointment for a citizen

  1. In the Appointment Menu, choose the desired date and click on the + symbol.
  2. A window will appear. Choose the desired service.
  3. Choose the location of the appointment.
  4. Select the date and time of the appointment.
  5. Go to the next step by clicking on the arrow.
  6. Enter the user's personal information.
  7. When adding an email and/or cell phone, the boxes for sending the reservation coupon are automatically checked. You can uncheck them if needed.
  8. Click on save.

If the icons below the date do not appear, open the appointment filters by clicking on the funnel symbol and make sure that the Services, Locations and Resources for which you want to save an appointment are selected.

Confirmation of the appointment

  1. From the appointment confirmation window, you can:
    1. Modify the appointment by clicking on the pencil icon.
    2. Add a new appointment for this user by clicking on the +.
    3. Print the appointment confirmation using the printer icon.
  2. Close the confirmation when finished. 


 

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