By following these steps, users can easily switch between day, week, vertical, clinic, and provider views, allowing for efficient scheduling and organization of appointments.
1. Navigate to https://app.aestheticrecord.com/appointment/index
2. First, start in the Appointments tab
3. To view schedules for different clinic locations, click on this dropdown menu and select the clinic.
4. In the next drop down menu, you can choose to view the calendar by verticals, week, or day.
5. If you select "Week", you will be able to see your scheduled appointments and availability for that week.
6. If you select "Verticals" You will be able to view vertical appointments booked. (On the left side you will see a key that indicates what each color means)
Tip: Tip! If you do not see this vertical option, you will need to enable vertical view- go to smart configuration, service verticals and click enable vertical view
7. If you select "Day" you will be able to see your scheduled appointments and availability for that day.
Provider View vs. Clinic View
Tip: Tip! You cannot book from clinic view, you must click on a provider's name on the left side of the screen in order to book an appointment for them!
Clinic View
8. If you click "Clinic View" You can choose day or week.
9. This is what the clinic view will look like! You will be able to see a grey shadow that shows the working hours for ALL providers and the appointments they have booked.
Provider View
10. This is the "Provider View". To book an appointment, select the provider name on the left side of the screen and click "Create" or directly into the calendar. You can also view by day or week
