Learn how to Quick Complete an Appointment
Quick Completing an Appointment essentially bypasses the checking in/out processes and sets an Appointment to the Completed status. It is possible to still capture Appointment Service information whilst Quick Completing an Appointment.
When Quick Completing an Appointment, you are presented with a dialog showing distinct areas of input including Appointment Date & Time Information, Participant Note(s), Appointment Service Information, Manage Travel as well as Check-In/Out Location; these areas are further described in this article.
If you wish to Quick Complete your Appointment without adjusting any of these areas, you can. Maica will automatically populate the required ones with information from the Appointment, hence, they only need to be manually adjusted if desired.
The first area in the Quick Complete process is to capture any Participant Note(s) for each Participant allocated to the specified Appointment.
Where multiple Participants are part of an Appointment, an individual Client Note will be generated for each Participant. For individual Participant Notes, a Category can also be captured.
You can also add a Template to streamline your Participant Notes
This part of the Quick Complete process captures accurate Location information. Maica offers the ability for Locations to be tracked to ensure that Appointments can be accurately recorded.
In order for a Location to be obtained, the User must have Location Permissions set to Allowed on their Device or Browser.
This part of the Quick Complete process captures the relevant Date & Time information. Maica offers configurable capability when Quickly Completing an Appointment to ensure that Appointments can be accurately recorded.
When Quickly Completing your Appointment, Maica will automatically populate the Date and Time information to the scheduled Date and Time of the Appointment. This can be configured by manually entering any desired Date and Time.
When Quick Completing an Appointment, you can also Manage Travel. To learn more about the Manage Travel Action, please click here:
This part of the process offers an overview of the Appointment Service(s) delivered as well as the ability to adjust the quantity of each service as required. Adjusting the quantity offers you flexibility within an Appointment to control how long each Participant may spend for each Appointment Service within an Appointment, or how long each Service may have been delivered. This means, if the actual service duration has changed for one or more Participants, this can easily be captured.
To learn more about the quantity function, click here.