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!

Client List

We’ve changed the way the “Clients” button works to make it a little more user friendly.  Clicking the “Clients” button now displays your entire client list.  You can scroll through the list and click on a client who’s information you would like to see.  The new client screens look something like this:

New Client List

New Scheduling Features

We’ve also made some changes to the way you interact with your schedules.  We’ve added a delete appointment function that you will find when viewing your daily schedule.  Click the “View Schedule” button and you will be taken to a screen with today’s appointments.  (You can select a different day by changing the options in the drop down menu at the top of the page and clicking “Go”.)  Notice, there is now a red x floating off to the right hand side of each appointment.  Clicking this X will bring up a confirmation screen, so you don’t accidently delete an appointment you didn’t mean to.   This looks like this:

Delete Appointments from your mobile device.

New “Appointment Quickview”

We’ve added a new feature from the same “View Schedule” screen that gives you a more detailed look at any particular appointment.  To open the “Appointment Quickview” click on “View Schedule” in the main navigation.  Click (or press) on the client name and the “Appointment Quickview” will open.  This view gives you a more in-depth view of the appointment, service being performed, client information, and appointment notes you’ve left for yourself.  See below for more details:

New "Appointment Quickview"

Pencil’em Mobile was built for ease of use and portability of your schedule.  If you haven’t already, check it out!  If it’s your first time accessing Pencil’em Mobile on your mobile device, simply enter the web address below in your mobile web browser.

http://m.pencilem.com

You will see a log in screen where you will enter your email and password.  Once logged in you will have full access to your schedule, client list,  and appointment creating functions.  Everything will be auto-synced to your desktop version, so any changes you make on your mobile device are available to you online as well.

Don’t hesitate to contact Pencil’em Support at “support@pencilem.com” with any questions or comments you might have.