williamstam/appointments

Appointment System

#Priorities

• Basic company super admin
  • SMS bundle administration
  • Basic usage stats

• Reports
  • Company
  • Staff

#TODO

##Reserved Timeslots

• Reserved timeslot form on dashboard (+ button)
  • Once off
  • Daily
  • Weekly
  • Monthly
• Agenda views to include reserved timeslots
• Show reserved timeslots in the list
• Show reserved timeslots in the day view
• Reserved timeslots are click-able to bring up the form to edit them
• Order reserved timeslots in the list ASC
• Once off timeslots need to be hidden when in the past
• staff members can have their own timeslots assigned

##Appointment Actions (on details pane)

• Admin confirmation of appointment when created on front end

• Admin confirmation of appointment when changed on front end

  ####Appointment Confirmed

  • Mark confirmed/unconfirmed bookings differently in the lists
  • (unconfirmed bookings still block timeslots)

  ####Appointment Canceled

  • Hide from the lists
  • Exclude canceled records from the available timeslot limitations

##Notifications

• Notify when admin has confirmed appointment (client notifications should be on this)
  • Notification templates
    • not_1 - client sms
    • not_2 - client email
    • not_3 - admin sms
    • not_4 - admin email
• Notify when admin has canceled the appointment
  • Notification templates
    • not_1 - client sms
    • not_2 - client email
    • not_3 - admin sms
    • not_4 - admin email
• Notify when an admin confirms changes to an appointment
  • Notification templates
    • not_1 - client sms
    • not_2 - client email
    • not_3 - admin sms
    • not_4 - admin email
• Notify when an admin confirms a cancellation of an appointment
  • Notification templates
    • not_1 - client sms
    • not_2 - client email
    • not_3 - admin sms
    • not_4 - admin email
• Notify when an admin deletes an appointment
  • Notification templates
    • not_1 - client sms
    • not_2 - client email
    • not_3 - admin sms
    • not_4 - admin email

##Recieved / replyed to sms's

• Add messages recieved to the top menu bar
• Add messages to client log
• Notify admin of sms replys
  • Notification templates
    • not_3 - admin sms
    • not_4 - admin email

##Capture form Admin side

• Show timeslots used
• Warn user if timeslots clash - appointments
• Warn user if timeslots clash - reserved timeslots
• Warn user if timeslot goes out of "open hours"
• Capture who created/edited/deleted the record (log etc)

##Capture form Front side

• Capture who created/edited/deleted the record, IP etc
• Allow editing / canceling of records (subject to admin confirming the action)
• Times to include reserved timeslots
• check available times every step of the way. dont allow double bookings

##Client History

• Show a client history under "clients"
  • Appointments
  • SMS Replys
  • Canceled Appointments

##Staff members

• Timeslots dependent on staff member chosen
• Roster for staff members
• front form you choose a staff member and then choose services
• staff members get a list of services they offer
• dashboard lists limit it to the current staff member
• user gets linked to staff member. so when the user logs in the dashboard is their own list
• Badge styles for a staff member
  • font colour
  • background colour
  • colour pickers

##Reports

• Company
• Staff Members
• Services

##Misc

• Include the pipe character in the info block (description) for sms portal new line

• Agenda lines (details pane, dashboard, agenda view) need to change colours for

  • confirmed (as is now)
  • unconfirmed (striped colour)
  • staff member (each staff member gets their own color)

• SMS page for buying credits etc

• Notification when credits are running low

---

wip section - subject to change a lot #v2 - Resale system ##System

• Multiple Companies on same install base
• Allow a user to be a part of multiple companies
• Capture form for capturing a new company (front end)
• Super Admin section for companies (mark them as not paying and boot them etc)
• Companies can use custom domains instead of unique urls
• SSL on whole project (security)
• custom 404 page
• global admin for companies
  • sms bundles
  • payed the bill
  • basic stats
• SMS bundles for each company

##Front ###Company page

• Single page profile/website for company (unique url)
  • Contact Details
  • Services
  • Bio

###Form

• Unique url for each companies form
• Use template for front end form (from admin)

##Admin

###Staff

• Staff notification settings

###Settings

#####Company Page

• Template for the company page
• Contact Details

#####Front form

• Template for the front form (welcome to etc)

#####Users

• Make sure the username is unique
  • add user to company if user exists
• Permissions