Introduction
The Daily Schedule feature in WIZniche is a powerful tool designed to streamline the management of daily appointments and tasks. This guide provides a detailed overview of the Daily Schedule interface and its functionalities.
Accessing the Daily Schedule
To view the Daily Schedule in WIZniche:
Navigate to the "Calendars" section from the sidebar.
Select the "Daily" view option.
Layout of the Daily Schedule
Map and Appointment Cards
The interface is split into two main sections: Google Maps and appointment cards.
The map occupies half of the screen, showing the locations of all appointments for the day.
The map assists employees in visualizing their day's route and planning the most efficient path.
Appointment cards are arranged in ascending order of time on the other half of the screen.
Appointment Cards Details
Each card displays the appointment's time, name, status, and address.
A 'Get Directions' button is included to navigate the appointment location easily.
Interactive Features
Cards can be moved to adjust appointment times, with confirmation prompts for changes.
Additional buttons on each card include:
View Appointment: Access detailed information about the appointment.
View Contact: Check contact details related to the appointment.
View Access Note: See specific access-related notes.
View Notes: Access additional notes for the appointment.
Payment: Process or view payment details.
Documents: Access relevant documents.
Tags: View or edit tags associated with the appointment.
Key Features of the Daily Schedule
Date Navigation
Default Date: The Daily Schedule automatically opens to the current date.
Note: Users can navigate to past or future dates to view scheduled appointments.
Schedule Filters
Appointment Type Filter
Allows filtering of appointments based on their type.
It helps in quickly locating specific kinds of appointments.
Assignee Filter
Displays a list of all assignees.
Enables filtering of the schedule to show appointments for a selected assignee.
Refresh Button
Clears all active filters, resetting the view to its default state.
Show Pending Toggle
A convenient toggle to display only pending bookings.
Conclusion
The Daily Schedule in WIZniche is essential for managing daily operations efficiently. Its intuitive design and comprehensive filtering options make it an indispensable tool for businesses aiming to optimize their day-to-day appointment management. For further assistance or more detailed guidance, please refer to our support resources or contact our support team.