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elthran / BookingSystem

A working booking/calendar system for clients to take orders and create a schedule
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User Website (Main Page) #16

Open melissachang9 opened 6 years ago

melissachang9 commented 6 years ago

I think it might be easiest for you to look at my BookedIN site. I don’t love the way they’ve set theirs up however if you’re only interested in what each page will have then I think it’s a good start.

The main page should have the calendar upon login and the rest will be tabs like the picture shown below from Acuity Scheduling. Calendar view can be toggled between month, day and week. Appointment details are shown below when clicked on a certain date but you can also bring up the appointment details and view or edit them when clicked on. All users should be able to view calendar, clients, and book appointments. The other settings (i.e. business & employee info) can be greyed out and not editable to all users.

screen shot 2018-06-17 at 10 18 59 pm

One difference from BookedIN is I’d like to be able to export a list of appointments per month and/or date range. If we can have some options on viewing and printing appointments that would be good. Similar to how you can view bank transactions for certain date range and it is generated as a .pdf for print, not necessarily viewable as a html page. This is also shown as "Export" tab in the picture I attached from Acuity.

e.g.

March 5 11:00 a.m. Connie Yan Haircut - $50

12:30 p.m. Melissa Chang Pedicure - $30

March 6 4:00 p.ml.

melissachang9 commented 6 years ago

You will see on BookedIN and also Acuity Scheduling that there is an additional button to "Book an Appointment". You can manually enter client info and also request payment. The Request Payment section will have to be determined at a later date since it will be dependant on the service provider we choose.

One thing I find frustrating with BookedIN, when a client books an appointment, a confirmation email is sent to them. This confirmation email is dependant upon the service they've booked and includes instructions. If I manually book a client or if a client requests that I send them the email again, there is no way for the system to generate this. I would like to have a button option for this as well. It could be included in the client "Bookings" tab.

melissachang9 commented 6 years ago

Is this enough information for you to get started? I do think BookedIN covers everything with the exception of the things I've listed. I would like to improve on the UI (I know this isn't your forte), customize options, and integration.

Payment is also an issue as PayPal should not be an option but something we can discuss later.