Welcome to #LucidTrac Learn Topic : Calendars
Sunday 12 / 04 / 2022 written by Victor Ocasio
Our Appointment Booking Pages provide a unique way for individuals and organizations to personalize their booking experience. Our easy-to-use platform allows customers to quickly create custom landing pages with all the features they need to manage appointments. Guests can easily book appointments according to your ideal settings, such as hours of operation or appointment lengths.
You can manage your personal booking pages via your calendar from your profile page. You can click on your name in upper right corner and then View Profile on the menu that expands.
Once your profile page loads you can see your calendar and the green Manage Your Appointment Pages button.
Clicking on the button will bring out our Administrative slider window where you can manage your Booking Pages.
Once loaded you can see a table with the following basic sortable and searchable columns:
- Page Title
You can also create a new Booking page by clicking on the button. This will load your section where you can create and layout your page settings.
You will be able to set the following items at this stage of the creation process.
- Booking Page Title
- Available Days of the Week
- Block Booking Time
- Allowed Start Time
- Allowed End Time
- Booking Body
- Show Your Email Address
- Show Your Primary Phone #
- Show Your Mobile Phone #
- Show Your Picture
- Show Your Footer
- Show Social Sharing Icons
- Booking Page Status
- Booking Page Days to Show on Calendar
Once you have created your booking page our systems will provide you your custom short URL that you can share, use for emails and or sms marketing.
Our systems will also breakdown your potential weekly bookings onscreen so you can see how some # perspectives as your program your page.
Here is an example of a generated bookings page.
Your LucidTrac calendar will then show your appointments that are created as shown below.
Take note that some appointment have a * in front of them. This denotes this appointment is both found on the LucidTrac platform and linked via an external calendar such as Google Calendar.
Please also note that all appointments created via the a bookings page will automatically be tagged as an Unconfirmed Appointment. You can mark these appointments as confirmed from your main Dashboard widget called "My Upcoming Appointments".
You can find the My Upcoming Appointments via the Dash Menu button - although its placement may vary based on your allocated modules.
This is the My Appointments Dashboard widget as it loads on your page, from here you can change the Viewing window (Date Range) and run filters based on the searching of the table data.
As you can see we have a column titled Confirmed with either a YES or NO as a value. When an appointment is Unconfirmed your NO value will allow you to mark it as confirmed right from this panel.
The system will also send your participants an email informing them you have confirmed the appointment. Take note that clicking on NO will bring you the following confirmation window.
You can at this point also include a message to your participants such as additional appointment information like online meeting URLs or additional instructions.
The platform will send an email that looks similar to this one shown below. It will also include any message you sent along with your confirmation request.
If you where to click on the event Date & Time via the Dashboard widget you will get new modal where you can take several key actions such as Edit, Delete or Cancel the appointment.
The menu buttons shown here will allow you to take those actions accordingly.
Edit Appointment - From here you can change any part of the appointment data.
You can also choose to add / remove additional participants and update / update and notify parties of your changes.
Delete Appointment - No notices will be sent to any party when this action is taken.
Cancel Appointment - This action will send all participants involved a notice off appointment cancelation.
This is a sample of the email that will be sent when you cancel an appointment via the system.Share this Learn Post: https://lcdtrc.link/lwuuij6
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