Saturday, May 11, 2013

Appointment / Scheduling Application

Recently we completed an online appointment system, which is part one of a three part application we are creating for a client in Portland, Maine. 

The application is a secure, password protected system used by the staff to keep track of appointments. It also tracks client information and develops reports based on that information.

This application is highly customizable. Beginning with the same base code, we can build a similar, customized application for your business.



The image below is a close up of the left side of the calendar display. In this image notice the 'date control' buttons. The left and right button will move one day, week or month; depending on the current calendar view. If you are not on the current day, the 'today' button will take you there in any view. The 'go to date' button...


will bring up this calendar. You can use it to quickly go to any day or month in any year.


To create a 'new appointment,' simply click the starting time on the calendar. We can create a custom form to gather the information you need for your appointments. This image shows the form created for this client.

Clicking an appointment in any calendar view will bring up the 'edit appointment' form. Again this form can be customized to your needs. For this client, we pre-filled the 'new appointment' form. The form can be used to update/change any information for the appointment or also to delete the appointment.

Also notice in this close up image that the employees are each assigned a color. In the schedule, employees can quickly see which appointments are assigned to them. When customizing the scheduler application for you, colors could signify different types of appointments, different projects, different assignments – essentially, anything you need.

  In this close up view, note the four 'view' buttons. There are the three buttons familiar to most calendar systems – month, week, and day. (Screen shots of these views follow). Also notice the custom button 'seating.' This client needed to track appointments by their seating arrangement. Other possible custom view might be appointments by personnel, appointments by client type, or anything you may need.

  As seen earlier, this is the 'seating' view for appointments. Business open and close time ranges can be set and, if needed, only those hours will be displayed. These hour settings are carried over to other views.

The 'week' view can be set to start on any day your business might use. For example, some businesses are closed on Mondays. In that case, this view can show the week starting on Tuesday. Another customization would be to remove weekends from this view.

When in the month view, the 'new appointment' and 'edit appointment' forms are available, as in the other views.


The 'day' view has all the same functionality of the other views.


In this close up image, notice the two, small lines at the bottom of the appointment. By clicking and holding, you can drag the end of the appointment up or down, changing the appointment ending time. You can also click and hold on the 'time header' of the appointment and move it. Doing this you can change the start time, the date, and (in this version) the seat of the appointment.

If you have a business that could benefit from an application like this appointment / schedule application, please contact Freelance I.T. Solutions by visiting our website or calling 407-259-2856.

Author: Russ Thompson (russ@freelanceitsolutions.com) - Freelance I.T. Solutions

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