Administrators |
Receptionists |
Clients |
Administrators: An administrator is a power user must do each of the following tasks:
Additionally, administrators have access to all of the functionality of the Receptionist users. |
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Receptionists: A receptionist is responsible for day-to-day operations. A receptionist will do all of the following:
Most day-to-day tasks are performed in the Receptionist Desktop. The Receptionist can also run daily/weekly reports. |
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Staff View: A Staff View user must be associated with a Staff in the Administrator. This user is able to:
The Staff users perform most tasks through a filtered version of the Receptionist Desktop. |
Staff Full: A Staff Full user can perform all tasks that the Staff View user performs in addition to the following:
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Clients: A client may book, rereview and cancel his/her own appointments. They primarily use the Client Scheduler through a link you provide on your website. They also have access to a list of their appointments. The list allows them to review appiontment details as well as cancel appointments. |