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Scheduling Updates nov 2013

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Kanban - Classes of Service
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Scheduling Updates nov 2013

  1. 1. Scheduling Functionality Improvements Nov 2013
  2. 2. Summary • • • • • • • A lot faster! Better integration of grid / day-view / classes Several known issues resolved Many usability improvements to make things more intuitive and take less clicks More flexibility on what shows Full integration of classes into grid-view / day-view Several new time saving functionalities
  3. 3. Better Integration Between Day-Grid-Classes Day view Grid view Classes • Easier to switch back and forth between day view, grid view and classes without using main menu navigation • Keep dates selected when switching back and forth
  4. 4. Day-View Shows Past Due Status Show / no-show / not logged more intuitive at a glance (color coded)
  5. 5. Make Class Bookings From Day-View & Grid View • No longer need to go to classes to make class bookings
  6. 6. Fully Manage Class Bookings From Grid View • No longer need to go to classes to make class bookings • Shows how full class is just like on classes view
  7. 7. Ability To Re-Organize Grid View & Not Show Staff
  8. 8. Better Quick Date Select On Grid View Top Bar • Previous quick date selector was not very intuitive • Now simpler upcoming 14 days – separated by weeks
  9. 9. Staff Header Improvements On Grid-View • Photos can be turned on/off • Now shows staff type under name
  10. 10. Booking Action Popup - Fixes Opens at fixed spot – solves issue of opening way off screen sometimes if lots of staff Can still be dragged around screen
  11. 11. Color Coding Of Booking Detail • • Grey top when not past due Booking detail green when a show grey when open • Booking detail red when a no show • Top is red when customer has past dues
  12. 12. More Informative Tool-Tips On Schedule Grid Cells
  13. 13. Better Staff Selector On Single Staff Week View Grid • Staff Photos • Staff type • Click on staff name in all staff grid view – same as before to go to single week one staff member grid view
  14. 14. Better Lookups When Making Booking • Nicer auto-complete when looking up people • Solves some annoying issues with keyboard use and drag getting stuck when using the scroll bar on long lists • Shows how many available session credits the person has for that booking type • With recent pulls up people that have recently had session credits added
  15. 15. ‘With Recent’ – New Option When Making Bookings • Looks for people that have had added that type of session (service or class in past 48 hrs) • Adds caused by draft are not included – intent is to show people with either new agreements or recent POS sales for fast access
  16. 16. More Intuitive Rescheduling – Faster & Less Clicks • • • • • • “Rescheduling” changed to “Re-Book” Previous single long select list of times was not very user friendly Now – shows morning / afternoon / evening as clear options Opens on booking date - day times already selected (if not in the past) When choosing all staff – can also now filter by gender – will always default to gender of staff member currently tied to the booking Improvements to language to make things easier to understand and more obvious for new users
  17. 17. Improvements To Blocking Out Time • • • • Quick select at top of select list of times Times list is easier to read with Hrs : Min rather than only Min Ability to block out full day with 1 click Ability to repeat a blocked out time to all staff  This is an staff permission setting (ie staff type must have the permission granted to add or remove bulk blocked out time)  Will ignore any staff that already have bookings at that time  Can’t bulk block all day for staff
  18. 18. Classes Has Misc. Usability Improvements • List view is cleaner & easier to user with better feedback on changes made
  19. 19. Other Misc. Enhancements Easier to read side time column Short notifications top right when booking actions are complete

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