In an effort to make Pencil’em more like a paper appointment book, we’ve added a new BETA feature that gives you the ability to book your own personal appointments in addition to client appointments. This is a big upgrade as now you can manage your days much easier, and block out times when you don’t want to be scheduled. You can use this feature to schedule your Dr. Appointments, unavailable time, trips to the grocery store, or picking up the dry cleaning (or anything else you can think of). Right now, this is done on a day to day basis, but we are working on a recurring version of personal appointments. How does it work you ask? Let me explain…
To book a personal appointment, simply select the “<Personal Time>” option from the “Select Client” drop down menu (see below):
New Personal Time Option
When you select the “Personal Time” option, the form will change slightly to accommodate creating a personal appointment. The new form will look like this:
New Personal Time Form
Fill out the form, taking notice of the required fields, and click “Create Personal Time”. Your personal appointment will show up in your daily, weekly, and monthly view (using the “Personal Label” field as the focus of the appointment.). Notice, on the daily view, your personal appointments have a grey background (to denote an unavailable time) and have the “Personal Icon” next to the time. You can add or view notes just as you do with normal appointments. See full screen shot below:
Personal Appointment Detail
Deleting Personal Appointments
To delete a personal appointment simply hover your mouse over the appointment and a red “Delete” button will appear next to the appointment title. You will need to click the Delete Button twice, once to start the delete, and once to confirm that you wish to delete the appointment. Click the Delete button once, and the button text will change to read “Are you sure?”. Click this button again and the personal appointment will be deleted. If you accidently click the Delete button, you can click the “or Cancel” link found next to the “Are you sure” button to cancel the delete. See below:
Delete a personal appointment
Personal appointments function in the exact same way as your regular client appointments, so booking conflicts will appear as you would expect them to. These appointments will also show up in your Weekly and Monthly view calendars. Lastly, as this is a BETA feature, there may be some changes or modifications as we test the new feature in the production enviornment.
All new features we create are a direct result of your input and feedback. We truly appreciate your business and want to see Pencil’em work for you in the most efficient way possible. Comments are always appreciated and considered as we move forward with further developement! Stay tuned for more!!!