The WP2 platform allows practitioners to easily schedule and book appointments through an intuitive front-end interface for the group of users they are a direct coach of. Practitioners can choose services, select available time slots, and complete the booking process online.
Prior to proceeding with the below steps, the practitioner needs to ensure they are added into the Amelia scheduler via the Admin Portal. If you do not have access to the Admin Portal, please reach out to your WP2 Support team member to ensure the Employee, Locations, and Services are appropriately filled out.
User Interface
Navigate to Appointments section
Select Appointment from the Menu Pane
Set Practitioner Details
In the top right-hand corner, select Practitioner Details
Once the Practitioner Details box populates, there are five different sections that can be filled out: Personal Details, Services, Working Hours, Days Off, & Special Days.
1. Personal Details:
Under Personal Details, your Name & Email will populate automatically. The Location will populate automatically based on what was set in the Admin Portal. This can be updated by selecting the dropdown and selecting a different Location.
2. Services:
In this view, a practitioner can select a service they will be providing. All services are created by the administrators; however, a practitioner can select only the services that they are offering. Max Capacity Per Booking fields is set to “1”, but you can modify this to a greater number which just means that a certain time slot may be available more than once. Practitioners need to select a service in order for customers to book those services.
3. Working Hours:
This is where practitioners will add their working hours for the week. Practitioners can create working hours for one day and then copy to other days by clicking on the “Apply to All Days” button. Practitioners need to have their working hours set in order to be visible to users trying to book services.
4. Days Off:
Next, select Days Off to input Holidays, Vacation Days, etc which you would not want availability to be shown. Days Off will override any work hours or special days that is inputted.
5. Special Days:
Finally, select Special Days. This will allow you to adjust your hours worked, services, and location if needed for a specific period of time. Special Days will only override your original working hours set.
Once all of your Practitioner Details have been set, please select Save Changes in the bottoms right of the box.
Booking an Appointment
Navigate to Customer, Location, Service, and Practitioner fields. When selecting the Location options will be refined for Services offered. Location and Service have to be selected first in order for the Practitioner dropdown to show. The Customer field allows the practitioner to select a user to schedule the appointment for.
Select Services
Select Customer, Service, Location and Practitioner. Once this is complete, the appointment schedule will be shown to the right.
Select Appointment Date
Select the appointment date by clicking on the time slots and confirming the appointment date and time.
See My Appointments
Once the appointment is booked, you can navigate to See My Appointments screen to check all of your appointments in once place.
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