Operations Center
The team's calendar, where the day is run: see who's booked when, book calls and walk-ins, and find clients.
- Where
- Sidebar › Schedule › Operations Center
- Who
- Everyone. The front desk (Administrator and Operators) starts on Day with the whole team; Staff start on their own Week.
About this feature
Switch between Day, Week and Month in the toolbar. The arrows move one step; Today, This week or This month brings you back. Month shows how many appointments each day has, by status; click a day to open it.
Each appointment is a card with the client's name in the colour of its status. A red line marks the current time, and the calendar updates by itself when a colleague changes something. Hours outside business hours are striped but still clickable.
Online requests wait beside the calendar in the Requests panel (see Requests). The search box next to the title finds clients.
N3EJobs you can do here 4 pages
Choose whose calendar you see
The calendar shows the providers you picked.
Check an appointment without opening it
You see the visit's details, and can open it, open the client or change its status.
Book a client who calls or walks in
The visit is on the calendar, and the client gets a confirmation text if texts are switched on.
Find a client and book them
You've opened the client's profile, or started a booking with their details filled in.