STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK ANDROID

© 2022 MyIntelliSource, Inc. All Rights Reserved
STEPS TO GETTING UP AND RUNNING
QUICKLY WITH MYINTELLICLOCK ANDROID

Section 1: 3
2
Section 2: 9
Section 3: 13
Section 4: 20
Section 5: 25
Section 6 27
Inviting And Adding Users
MyIntelliSource, Inc. Contact Info
Setting Up Billing
Creating Services/Availability
Setting Up The Application
Registering With MyIntelliSource

REGISTERING WITH
MYINTELLISOURCE

The first thing to do to begin registering
with MyIntelliSource is to locate and
launch MyIntelliClock after you install
the application.
Upon launching MyIntelliClock, you
are presented with the Client home
screen. To start the process of
registering as a business, open the
navigation drawer by clicking the three
bars to the left of the title bar.

In the navigation drawer, select
“Business Home”. This will trigger the
login screen where you can select to
register with MyIntelliSource.
On the login screen, click the “Register”
button to begin creating a
MyIntelliSource account to use with
MyIntelliClock.

This opens the MyIntelliSource
registration page on our server cloud.
To register, complete the form. Fields
in red are required; fields in blue are
optional. All information is encrypted
for your protection.
Once you have completed the form and
entered the security code, the “Submit”
button will become enabled. Click the
“Submit” button to create a new
account with MyIntelliSource to use
with MyIntelliClock.

If your registration is successful, you
will receive the message highlighted in
red. Before you can login to
MyIntelliClock, you must go to your
email inbox and click the link
embedded in the email
MyIntelliSource’s server cloud sent out
immediately to verify you actually
created the account. If you do not see
the email in your inbox, please make
sure and check your junk folder.
This is an example of what the email
you receive will look similar to. To
verify your account and unlock the
ability to login to MyIntelliClock, click
the link highlighted in red.

Upon click the link and successfully
verifying your account, you will receive
the following screen. Now you may
login into MyIntelliClock. In the next
section, we will setup the application
settings.

SETTING UP THE APPLICATION

Before you begin using MyIntelliClock
to set up services and appointment
availability, you must setup the
application via the server application.
Open the navigation drawer and select
“Account” in the Business section.
Enter you security credentials and the
security code list below and click the
“Login” button to open the
MyIntelliSource User homepage.

Click the MyIntelliClock logo to open
up the MyIntelliClock web application.
From the MyIntelliClock web
application homepage, click and open
the select drop down box.

Select “Settings” in the select drop
down box to open up the MyIntelliClock
applications settings homepage.
From the MyIntelliClock applications
settings, you want to select your default
enterprise appointment availability
range and select the time zone you are
located in to correctly display data.
Once you have selected this
information, hit the “Submit” button to
save it to MyIntelliSource’s server
cloud. In the next section, we will cover
setting up services and availability for
your clients to select appointments
when they use MyIntelliClock.

SETTING UP SERVICES
AND AVAILABILITY

To begin creating services for your
clients to select when booking an
appointment, open the navigation
drawer and select “Services”.
Unless you are already logged in, this
will prompt you to login to
MyIntelliClock on the phone
application. Enter your security
credentials and click the “Login”
button.

To enter a new service to oﬀer to clients,
click the “Enter New Service” button.
In creating services, the fields in red are
required and the fields in blue are
optional. With the optional fields, the
data may or may not show depending
on the device. At the minimum, you
must enter a summary of the service
you are oﬀering and select one or more
users who can provide the service to
clients. Once you have entered and
selected this information, click the
“Save New Service” and the service will
be added.

As you can see, our new service to
provide to our clients is saved. Next we
create an appointment availability
schedule.
“Availability” to begin setting up an
appointment availability schedule for
your clients to choose from.

To start creating an appointment
availability schedule, click the “Enter
New Availability” button.
Select the day of the week you would
like to create an appointment
availability time slot. Appointment
availability is set once and repeats week
to week until changed in
MyIntelliClock.

Click the “Add Row” button to begin
entering an appointment availability
time slot to add to the day of the week
you selected.
Select the start time for the
appointment, the end time, and the
service oﬀered. If you have multiple
services that can be oﬀered during this
appointment time, select “Any Active
Service” as the service. When you are
done, click “Save Availability
Information”.

Once you have entered as many
appointment availability time slots as
you desire, click the “Save New
Availability” button and your schedule
for that day will be set and will continue
from week to week until you change it.
As you can see, we have set up an
Monday appointment availability
schedule. In the next section, we will
learn how to setup billing so you can
both add users to your account and let
your clients self-book appointments via
the button link we provide to add to
your web site or finding you in the
company directory on our mobile
applications.

SETTING UP BILLING

To set up billing, go into the navigation
drawer and select “Account”.
Enter your security credentials and
login to the MyIntelliSource server
cloud by clicking “Login”.

Click on the select drop box control
located at the top of the application
container.
Select the “Billing” option.

As you can see, we do not have a
subscription in place. To create a new
billing subscription, click the “Create
New Subscription” button.
Select MyIntelliClock in the “Subscribe
To” field and enter your credit/debit
card into the “Credit Card” field (your
payment information is encrypted for
your protection). Once you have
entered the required information, click
the “Submit” button to process your
new subscription.

If you successfully created a
subscription, you will receive the
example page. You are now able to use
the service to have clients book
appointments via the button code we
provide to add to your web site or they
can find you in our company directory
on the mobile applications. In addition,
you are now able to add users if you so
desire.
If we go back a screen, you now see your
subscription in place. If need be, you
may update your payment information
at any time. In addition, you may
cancel your subscription as well. In the
next section we will cover adding users
so employees in your enterprise may
use the service.

INVITING AND ADDING USERS

the “Users” option.
To begin adding users, click the “User
Administration” button.

If you receive this message, you do not
have a billing subscription in place.
Please login and go back to the section
entitled “Setting Up Billing”.
To invite a new user to be able to use
your account, click the “Invite New
User” button.

To add a user to your account, you need
his/her email address.
MyIntelliSource’s server cloud will send
an invitation email with a link
embedded for the person to click. Once
the person clicks the link and either
logs in or registers, your subscription
will be automatically updated to reflect
the addition of the user account.
That concludes our presentation on
how to get up and running quickly with
MyIntelliClock Android. Thank you for
giving us the opportunity to serve you.

CONTACT INFORMATION
MyIntelliSource, Inc.
Knoxville, Tennessee 37912
https://www.myintellisource.com
cs@myintellisource.com
PO BOX 12023

STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK ANDROID

Recommended

Recommended

More Related Content

Similar to STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK ANDROID

Similar to STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK ANDROID (20)

Recently uploaded

Recently uploaded (20)

STEPS TO GETTING UP AND RUNNING QUICKLY WITH MYINTELLICLOCK ANDROID