The appointment booking overview is the central entry point for your calendar summary and your configuration, and offers you a simple view of your upcoming appointments.
The individual blocks of the summary are explained briefly in this article.
Block 1: Keep your online appointment booking up to date
Plan
The Plan button enables you to open your calendar. This gives you the complete day or week
view of all your main resources. You can also enter appointments directly into the calendar
here.
Create
Add an appointment directly to your calendar. This button takes you straight to the appointment function. The KLARA smart booking check suggests the next possible slot for
you.
Configure
Adapt or draft your resources, employees, capabilities and services. Assign resources to the resource groups via drag and drop and then summarise these in services.
Present
Configure your online presence on the KLARA website so that your customers can book appointments online. Adapt the website using your corporate colours and your logo and create additional information for booking your appointments.
Block 2: What is pending?
Provide a summary of upcoming appointments in list form quickly and straightforwardly. Select the branches for which the appointments are to be displayed. You also have the option of only showing the appointments for a person or resource. Would you like to give a summary for the next day? You can adjust this at any time with the date selection.
Via the three dots, you will receive a quick selection of the relevant appointment and you can
access this directly.
Block 3: Employee mode
Perhaps you are you not the only person who has to work with the appointment booking, but you do not want all other KLARA features to be displayed throughout the day, such as accounting or employee management? After logging into KLARA, change to “Employee mode”. Access will be limited to the relevant dates for booking appointments and cannot be easily changed. Only by logging out and logging in again will you receive full access to all data.