The box-shaped icon in the centre of the menu contains three essential functions for your work activities:

  • Appointments
  • CRM
  • Files and documents

 

Every professional knows very well the importance of having an organised agenda to optimise time and resources.

We will start with this.

Managing and scheduling appointments should be quick and easy, but usually, it is not.

Back and forth with emails, much time spent on the phone trying to find the right day and time for all participants.

In short, much work to do before the real work begins!

What are the advantages with the Ovy synchronised calendar

  • Plan an appointment without risking overlapping schedules or being overbooked
  • Organise the agenda in the best way, leaving precious time for your hobbies, friends and family.
  • Eliminate back and forth email exchanges
  • Reduce misunderstandings about times and dates. Just set your availability and a slot on the calendar so that your customers can book following the rules you have created. So you can always monitor whom you meet and when.
  • Once the appointment has been confirmed, all your calendars will be synchronised, and there is no danger of missing essential appointments.
  • Your customer will receive a confirmation for the scheduled appointment.

Clicking on  ‘appointments’  it will open a screen (in the meantime, a sub-item appears in the menu, ‘list of events and users’).

The first thing you’ll see is a calendar page. From this page, you can set everything you need to manage your agenda

The professional organizes his agenda and slots so that the customer can book by choosing from the availabilities. The solution prevents a long exchange of emails or phone calls between client and professional.

Once a day has been selected, a pop-up will open. 

The first field is the name of the event. By default, it indicates ‘available’ so that the professional doesn’t need to type this word every time he has to reserve the slot several times during the week.

But you can change it if you prefer.

Then, in the participants’ field, you need to add the customer’s email (the field will auto-fill in with the specific name since the customer has already been entered on the platform). Other names can also be added if the appointment or event has more than one participant.

It is also possible to assign permissions to users – from the permissions field.

You can choose the status of the appointment for example cancelled or programmed.

You can also choose the colour of your slot.

The final part of the screen has the ‘event details’ button by clicking on which the screen expands as follows:

When you want to create your own event you can click on ‘event details’.

​Automatically a link will be generated by the system.

​The link can be 

and is sent within the email that the customer will receive. The customer must click on the link and view the event page with the details of the event itself, for example, cost and description.

The description field will contain the description of the event, for example, ‘yoga course for beginners in a relaxed atmosphere’.

You set the price (if the event has a price) and the currency.

The events and users list (the sub-item in the menu) summarizes on a page the events in progress or kept with some details

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