details on scheduling updates nov 2013

1. Scheduling Functionality Improvements
Nov 2013

2. Summary
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A lot faster!
Better integration of grid / day-view / classes
Several known issues resolved
Many usability improvements to make things more intuitive and take less clicks
More flexibility on what shows
Full integration of classes into grid-view / day-view
Several new time saving functionalities

3. Better Integration Between Day-Grid-Classes
Day view
Grid view
Classes
• Easier to switch back and forth between day view, grid view and
classes without using main menu navigation
• Keep dates selected when switching back and forth

4. Day-View Shows Past Due Status
Show / no-show / not logged more intuitive
at a glance (color coded)

5. Make Class Bookings From Day-View & Grid View
• No longer need to go to classes to make class bookings

6. Fully Manage Class Bookings From Grid View
• No longer need to go to classes to make class bookings
• Shows how full class is just like on classes view

7. Ability To Re-Organize Grid View & Not Show Staff

8. Better Quick Date Select On Grid View Top Bar
• Previous quick date selector was not very intuitive
• Now simpler upcoming 14 days – separated by weeks

9. Staff Header Improvements On Grid-View
• Photos can be turned on/off
• Now shows staff type under name

10. Booking Action Popup - Fixes
Opens at fixed spot – solves issue of opening way off screen sometimes if
lots of staff
Can still be dragged around screen

11. Color Coding Of Booking Detail
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Grey top when not past due
Booking detail green when a show grey when open
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Booking detail red when a no show
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Top is red when customer has past
dues

12. More Informative Tool-Tips On Schedule Grid Cells

13. Better Staff Selector On Single Staff Week View Grid
• Staff Photos
• Staff type
• Click on staff name in all
staff grid view – same as
before to go to single
week one staff member
grid view

14. Better Lookups When Making Booking
• Nicer auto-complete when
looking up people
• Solves some annoying issues
with keyboard use and drag
getting stuck when using the
scroll bar on long lists
• Shows how many available
session credits the person has
for that booking type
• With recent pulls up people that
have recently had session
credits added

15. ‘With Recent’ – New Option When Making Bookings
• Looks for people that have had
added that type of session
(service or class in past 48 hrs)
• Adds caused by draft are not
included – intent is to show
people with either new
agreements or recent POS sales
for fast access

16. More Intuitive Rescheduling – Faster & Less Clicks
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“Rescheduling” changed to
“Re-Book”
Previous single long select list
of times was not very user
friendly
Now – shows morning /
afternoon / evening as clear
options
Opens on booking date - day
times already selected (if not in
the past)
When choosing all staff – can
also now filter by gender – will
always default to gender of staff
member currently tied to the
booking
Improvements to language to
make things easier to
understand and more obvious
for new users

17. Improvements To Blocking Out Time
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Quick select at top of select list of times
Times list is easier to read with Hrs : Min
rather than only Min
Ability to block out full day with 1 click
Ability to repeat a blocked out time to all staff
 This is an staff permission setting (ie staff type
must have the permission granted to add or
remove bulk blocked out time)
 Will ignore any staff that already have
bookings at that time
 Can’t bulk block all day for staff

18. Classes Has Misc. Usability Improvements
• List view is cleaner & easier to user with better feedback on changes
made

19. Other Misc. Enhancements
Easier to read side
time column
Short notifications top right when
booking actions are complete