At Pencil’em, we are constantly trying to improve our software, allowing you to use it like the appointment book with which you are familiar! (and so much more!) In this process, we talk to our users, gather feedback, and implement new features that we know will make things easier! Because of this feedback, we have recently added Mobile editing of appointments, as well as creation of “personal” appointments. Both of these feature are available in the desktop version of Pencil’em, and are now available on the mobile platform.
Editing Client Appointments
Editing appointments is extremely simple in Pencil’em Mobile. Simply click on the “View Schedule” screen, where you will see a list of appointments for the current day. You will now see a pencil icon next to the red x to the right hand side of each appointment. Click this pencil icon and the “Edit Appointment” screen will open. The details of the current appointment will be filled out for you, allowing you to change the neccessary details. As you edit the current appointment, Pencil’em will always check to make sure that no conflicts have resulted with the new date, time or service. See below for screenshots:
Pencil'em Mobile - Editing Appointments
Mobile Personal Appointments
We’ve now added the ability to create your personal appointments from the Pencil’em Mobile. From the “Schedule” screen, simply click on the “Personal Appt.” link found in the secondary navigation bar. Fill out the form for the personal appointment and click “Schedule”. All booking conflict rules apply, so you will see a booking conflict screen if the personal appointment conflicts with any other appointment. Also, your personal appointments will show up in a red font on your “View Schedule” screen, as well as the “Week-at-a-glance” screen. More details below:
Create personal appointments in Pencil'em Mobile!
Today we added the “Week-at-a-glance” feature to our Mobile Platform, Pencil’em Mobile. This lets you see one full week of appointments on one screen. To access this feature, simply click “View Schedule” and you will notice there is now a secondary navigation bar with the “Week-at-a-glance” button. Click this button and the week at a glance will load, starting on today, and show you seven days out. You can change the start day by selecting a different date from the form at the top of the week-at-a-glance and clicking “Go”. See image below for more details:
We’ve added some new features to the Week-at-a-glance calendar that we think will help you to visually differentiate personal appointments from client appointments. Personal appointments are now color coded with a red background, while client appointments remain in the default teal color. Below you will find a screen shot of the new Week-at-a-glance view:
New Week-at-a-glance view.
In addition to the color coding, we’ve also added the ability to begin the booking process from this screen. You can now click on any empty date / time and you will be taken to the “Create Appointments” tab, with the date and time filled out for you. While you hover your mouse over any empty cell (or cells that are filled with “—”), you will see the text “Book Now” appear in the cell. The system will currently only allow you to book empty cells from this screen, to avoid any booking conflicts. See the screen shot below for more details on booking from the Week-at-a-glance screen:
Week-at-a-glance Booking Feature
We think the “Visual Booking” will certainly help you fill spots in your schedule with more appointments, which means more money in your pocket! Please feel free to leave any questions you might have in the comments!
Hello Pencil’em Pros! I wanted to take a moment and let you know about a change that will soon be in place. We will be adding the service name to the confirmation / reminder emails. So, along with the Date and Time of your clients next appointment, they will see the service you’ll be performing. The new emails will look something like this:
New reminder / confirmation email screen shot
We will be implamenting this feature on Wed. Aug. 5th. We wanted to give you a few days notice in case you need to make any adjustments to your service names. If you have any questions regarding this new feature please leave them in the comments so we can address them publicly, or email email@example.com.
EDIT: We will be delaying the implamentation of this feature by a few days to run a few more tests. We expect to have this feature in place by mid next week.