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@ -19,7 +19,7 @@ There are 6 steps you must follow during the installation process.
### Configuration ### Configuration
When you finish the installation, Easy!Appointments will only contain an administrator user, a test service, a test provider and some default settings. You will need configure the system with your own business logic, but before that you can try adding a test appointment before proceeding with the following steps. When you finish the installation, Easy!Appointments will only contain an administrator user, a test service, a test provider and some default settings. You will need configure the system with your own business logic, but before that you can try adding a test appointment before proceeding with the following steps.
1. Head to backend section by entering the Easy!Appointments URL `http://installation-url/index.php/backend` in your browser. When logged in, click on the "Settings" menu item on top of the page. Click on the "Business Logic" tab and apply the working plan of your company. Press teh "Save" button when you are finished. This will be the default working plan for all new providers (not the existing ones). 1. Head to backend section by entering the Easy!Appointments URL `http://installation-url/index.php/backend` in your browser. When logged in, click on the "Settings" menu item on top of the page. Click on the "Business Logic" tab and apply the working plan of your company. Press the "Save" button when you are finished. This will be the default working plan for all new providers (not the existing ones).
2. Next you will need to add the services that your customers will book appointments for. You can optionally organize these services by using custom categories. Add some records and make sure you fill the required fields. 2. Next you will need to add the services that your customers will book appointments for. You can optionally organize these services by using custom categories. Add some records and make sure you fill the required fields.
3. Once you are ready with the services you will need to add the service providers of your company. By doing so, customers will be able to select the employee they want to provide their preferred service, during the booking procedure. Hit the "Users" menu item and then the "Providers" tab. Add a new provider user and set his working plan and services. If you wish to assign the appointments without using Easy!Appointments just create a single general provider user named with your company name. It is not necessary for the provider to know the login credentials, but if he does, he will be able to view his appointment plan and sync it with his Google Calendar account. 3. Once you are ready with the services you will need to add the service providers of your company. By doing so, customers will be able to select the employee they want to provide their preferred service, during the booking procedure. Hit the "Users" menu item and then the "Providers" tab. Add a new provider user and set his working plan and services. If you wish to assign the appointments without using Easy!Appointments just create a single general provider user named with your company name. It is not necessary for the provider to know the login credentials, but if he does, he will be able to view his appointment plan and sync it with his Google Calendar account.
4. If you have a secretary handling all the appointments for your company, hit the "Secretaries" tab and add a new user. Select the providers that she can manage and save the record. The secretary user will be able to manage the appointments only for the providers she is responsible. 4. If you have a secretary handling all the appointments for your company, hit the "Secretaries" tab and add a new user. Select the providers that she can manage and save the record. The secretary user will be able to manage the appointments only for the providers she is responsible.