configurazione MyPlanny

Come configurare MyPlanny da soli

Abbiamo studiato per te un processo di configurazione molto semplificato.

Tecnicamente si chiama wizard e ti accompagna ad ogni passo nel processo: immettere le informazioni sulla tua attività e tuoi servizi, programmare gli orari di apertura, chiusura, l'agenda per i tuoi collaboratori con orari e servizi per ognuno e in pochi minuti la tua agenda è funzionante.

 

Wizard si apre automaticamente quando accederai per la prima volta alla tua area esercente per la configurazione della tua agenda.

Un principio generale su cui si basa la configurazione è che, per prima cosa, si procede all'inserimento e programmazione di tutti i servizi offerti che si vogliono far prenotare online, poi si programmano le risorse, i collaboratori che erogheranno i servizi con le loro disponibilità orarie e, infine, si attribuirà ad ogni risorsa il tipo di servizio che erogano.

La seconda cosa importante per conoscere come usare al meglio l'agenda è la modalità di gestione del calendario quando si aggiunge una risorsa:

A) Orario giornaliero  in cui la risorsa può ricevere prenotazioni durante tutto l'arco della giornata lavorativa e gestisce una sola prenotazione alla volta.

Ad esempio, la risorsa è un medico del tuo studio, i suoi pazienti prenotano un appuntamento nei suoi orari di visita.

B) Intervalli di Tempo e Gestione Posti in cui la risorsa può ricevere prenotazioni solo per alcuni orari (intervalli di tempo) della giornata lavorativa e gestisce più prenotazioni per uno stesso orario.

Ad esempio, la risorsa è un'insegnante di yoga con più corsi ad orari fissi in settimana e nel suo corso c'e' un numero limitato di posti prenotabili.

aggiungi risorsa MyPlanny configurazione

Quali sono i servizi che eroghi?

La risorsa è disponibile per un cliente alla volta?

E' disponibile per tutta la giornata o solo in orari specifici?

A seconda delle tue esigenze scegli la programmazione appropriata, ricordandoti sempre che puoi modificare l'impostazione in qualsiasi momento.

 

Qui puoi vedere un video tutorial molto esaustivo con tutti i passaggi riassunti.

 

 

wp_7185329 tutorial

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