Scheduling and Appointments are now available for entry on iOS and m.html
The Appointments and Schedule functionality is available for use via the iOS app and when logging in on your site url with m.html (e.g. for use on android or tablets). These modules are ONLY available for use and booking online. Prior confirmed booked or scheduled entries do appear offline in the My Schedule and Athlete History modules.
Mobile enabled Appointment and Scheduling forms are available to enter on the iOS App and on m.html online. The following is an example of a coach entering in Scheduling or Appointment data for an athlete
These Modules ONLY appear if users have access to Appointment or Scheduling Forms.
Select the athlete that the entry will be made for from the available athletes list
The Scheduling forms appear when entering in Scheduling data, and vice versa if Appointments were selected. Select the required Scheduling Form
Different to Scheduling in the main application, the next step on iOS is that the Related Entity Type used in the form loads before the Booking calendar appears. This is because users need to select which Related Entity options appear on the book calendar and on an iPhone on 2 Related Entity options fit.
On m.html there is a greater screen space, so up to 10 Related Entity options will be available for selection (as shown in the images below)
On iOS there is limited screen space to display the booking calendar, so the Related Entities will load for selection first
The first Related Entity used in the form appears (e.g. Physio). All of the Related Entity Field options (e.g., Physio 1, Physio 2) appear and the first Field will be selected by default.
Because only 2 Related Entities fit on the screen on an iPhone (as shown in the image on the right), you can select a maximum of two Related Entity options that you want to view (on an iPad more options will be available as screen space is larger)
Ensure a + is placed beside the options that you to book the entry for.
You must always have at least one option selected. The message here shows that the "minimum number of options is selected" (e.g. one)
On an iPhone, when two options are selected this is the maximum number that can be selected. In the example here, the user is trying to select the Shoulder/Neck Physio, but they cannot because they already have two selected. They would need to deselect one of the selected Physio's first.
Once the desired Related Entity options are selected, click "Select" and the booking screen will be available.
N.B. When users first come to the Related Entities selection page, if more than one Related Entity Type is used in the Form, they can choose to load an alternate Related Entity to book through.
If this is selected, the available options for this Related Entity (e.g. the Teacher- Coach) appear and be used for booking instead.
These Related Entity options then appear in the booking calendar
Once the user clicks on "Select", the booking calendar appears for the previously selected Related Entity Options. Any appointments or booking for any of the related entities (e.g. Physios) for today's date appear as blocked out
The Booking Calendar appears in 1 hour slots. Click on the hour drop down arrow to be able to select 15 minute start time intervals
If the required Related Entity (e.g., Physio) is NOT showing on the screen (note that on iOS, screen size may only show the first 1-2 Related Entities) scroll to the bottom of the page and select which Related Entity option (e.g., Physio) you want to book for
Click on "View or Select Additional Physio's", or "Change Selected" depending on what button appears
All available Related Entities options appear for selection
Deselect any that should not show-note there are differences between the maximum number you can select between an iPhone, an iPad and m.html
Only the selected Physio options appear in the booking calendar
By default today's date appears, but use the back and forth buttons to navigate to an alternate day to schedule events for.
Once selected, the alternate date will appear to book in data in for
N.B., as outlined above, if a form being entered uses multiple Related Entities, users can select to create a new booking via an alternate Related Entity Type. Click on the Related Entity Type drop down at the bottom of the page to select an alternate one.
Then, the Related Entity Type that you are scheduling the entry for will change to the selected Related Entity
Once you have the required date, time and Related Entity, click on the corresponding cell to book in the Form. The form will be opened for entry.
The Date and time will be booked according to the previously selected booking time.
Complete the form and click on Save and Close, or Save (this button name often varies depending on how your software is set up)
When saved, the user returns to the Scheduling Screen
Any Scheduled entries appears on the My Schedule Page for any user with access (e.g. a coach sees the group entry and an athlete ONLY sees entries themself).
N.B. To reduce clutter on the My Schedule page, Appointments and Scheduling Forms can be set NOT to appear. If an Event does not appear here, check with your system builder to see if it was designed to be hidden. It will however, always appear in the Athlete History Page
Scheduled Events also appear in the Athlete's History under the corresponding Scheduling Form. They can be opened and viewed.
Any changes made on iOS or m.html appear on the main application
These times appear as booked on the main system when scheduling in additional entries for that Related Entity option
0 Comments
Add your comment