Overview of the Appointments App in Viindoo

An appointment is a meeting between two or more people to exchange information, discuss a specific issue, or carry out a particular activity. Appointments are usually scheduled in advance to ensure convenience and certainty for all parties involved.

For some businesses that sell products or services (e.g. spa appointments, haircuts, nail services, dining or consulting services, etc.), managing appointments with customers and partners is important and necessary because it directly affects the customer experience when accessing and using the products or services at the business.

Understanding that, Viindoo provides the Appointments app to help streamline the appointment booking process for businesses, making it easy to manage and saving time for both parties. This creates comfort for customers and also optimizes resources for businesses.

Requirements

This tutorial requires the installation of the following applications/modules:

Installation

Navigate to Apps, and search for the Appointments app.

Go to Viindoo Apps Search for the Appointments app in Viindoo

Press Install to install the app.

Install the Appointments app

After that, you access the Appointments app, and on the main interface, you will see the following menus:

Appointments main interface
  • Appointments: Show you all the scheduled appointments.

  • Appointment Type: Types of appointments that the customer can schedule.

  • Report: The reports relating to the appointmens.

  • Configuration: The main configuration of the app.

Access rights

After successfully installing the app, you can assign access rights to users by navigating to Settings ‣ Users and Companies ‣ Users, selecting the employee account that needs the access rights, clicking Edit, and finding the Appointment section.

Go to Settings in Viindoo Go to the user list Viindoo Appointments access rights

There are 3 access rights to the Appointments app:

  • Blank: The user can’t see the Appointments app.

  • User: Own Documents Only: The user with this access right can only create, view, edit, and cancel the appointments they have created in the app.

  • User: All Documents: The user with this access right can create, view, edit all data, and view reports in the Appointment app.

  • Administrator: The user with this access right can create, view, edit all data, view reports, and have configuration setting rights in the app.