Electrician Module

• Company Setup
• Add or Edit Company
• Technician Setup
• Add or Edit Technician
• Services Setup
• Add or Edit Services
• Tags Setup
• Add or Edit Tags
• Extras Setup
• Add or Edit Extras
• Reservations View
• Accept ,Edit, Create, or Cancel Reservations
• Calendar View for Reservations
• Edit, Create, or Cancel Reservations

Company Setup

Add or Edit Company

Overview:

In the "Company Setup" module, users can effortlessly create and manage a company by providing essential information such as name, address, city, state, postal code, slot, and contact details. The option to activate or deactivate a company ensures flexible management.

1. Access "Company Setup":

   • Navigate to the "Company Setup" module to create or manage the company.

2. Add New Company:

   • Click on "Add New Company" to initiate the setup process.

3. Basic Information:

   • Fill in the essential details for the clinic.
     • Company Name: Provide a unique name for the company.
     • Address: Enter the physical address of the company.
     • City, State, Postal Code: Specify the location details.

4. Activation Options:

   • Choose the activation status for the company.
     • Active: The company is currently operational.
     • Inactive: Temporarily deactivate the company.

5. Save Basic Details:

   • Click "Save" to confirm the basic information set up.

6. Add Contact Information:

   • Navigate to the "Contact Information" section to provide additional details.
     • Email: Enter the company contact email.
     • Phone: Provide a contact phone number.

7. Save Contact Details:

   • Click "Save" to confirm the contact information setup.

8. View and Manage Company:

   • Access the list of companies with options to edit or deactivate.

9. Edit Company Details:

   • Click on the edit button to modify company information.

10. Deactivate Company:

    • Temporarily deactivate a company when needed.

11. Reactivation:

    • Easily reactivate a deactivated company.

Technician Setup

Add or Edit Technician

Overview:

The "Technician Setup" module allows users to seamlessly create and manage technicians. From basic information to availability, services, tags, and maintenance schedules, this module provides a comprehensive setup for technician profiles.

1. Access "Technician Setup":

   • Navigate to the "Technician Setup" module to create or manage doctor profiles.

2. Add New Technician:

   • Click on "Add New Technician" to initiate the setup process.

3. Basic Information:

   • Fill in essential details for the technician.
     • Name: Full name of the technician.
     • Description: A brief description of the technician.
     • Email, Phone: Contact details for appointments.
     • Company: Select the company to which the technician is associated.

4. Upload Images:

   • Navigate to the "Images" tab to upload technician images.
     • Multiple Images: Allow users to upload multiple images for the technician.

5. Access "Availability" Tab:

   • Navigate to the "Availability" tab within the technician setup.

6. Slot Time Configuration:

   • Choose between "Custom Slot Time" or "By Services."
     • Custom Slot Time:
       • Specify the duration of each appointment slot (e.g., 60 minutes for a 1-hour slot).
       • Example: If a custom slot time is set to 60 minutes, each slot represents a one-hour appointment.
     • By Services:
       • Create slots based on the time associated with each service.
       • Example: If a service takes 30 minutes, slots will be generated accordingly.

7. Add Days of Availability:

   • Click on "Add Days" to specify the days the technician is available.
     • Select Days: Choose the days the technician will be available for appointments.
     • Example: Select these days if a technician is available on Mondays and Wednesdays.

8. Time Slot Configuration:

   • For each selected day, add multiple time slots:
     • Start Time and End Time: Define the beginning and end of the working hours.
       • Example: If working hours are from 9:00 AM to 5:00 PM, set the start and end times accordingly.
     • Seats: Specify the number of bookings allowed in each time slot.
       • Example: If there are five seats, five customers can book appointments in that time slot.

9. Save Time Slots:

   • Click "Save" to confirm the configured time slots.
     • Example: After saving, the system generates slots based on the specified times for each selected day.

10. Services Assignment:

    • In the "Services" tab, assign services to the technician.
      • Assign Multiple Services: Link various services to the technician.
      • Tags: Add tags to categorize services (e.g., free, not included).

11. Maintenance Schedules:

    • Access the "Maintenance" tab to manage technician unavailability.
      • Add New Maintenance: Specify start and end dates, times, and reasons.
      • Table View: Display a table view of past and upcoming maintenance schedules.
      • Edit or Delete Maintenance: Allow users to modify or remove maintenance entries.

12. Save and Review:

    • Click "Save" to confirm the technician setup.
    • Review the technician profile and make any necessary edits.

13. View and Manage Technician:

    • Access the list of technicians with options to edit or deactivate.

14. Edit Technician Details:

    • Click on the edit button to modify the technician information.

Services Setup

Add or Edit Services

Overview:

The "Services Setup" module allows users to create and manage services offered by the Company or Technician. Users can define the service name, set the service amount, specify the duration, and choose to activate or deactivate the service.

1. Access "Services Setup":

   • Navigate to the "Services Setup" module to create or manage services.

2. Add New Service:

   • Click on "Add New Service" to initiate the setup process.

3. Service Details:

   • Fill in the details for the new service.
     • Service Name: Provide a descriptive name for the service.
     • Amount: Specify the cost or amount associated with the service.
     • Duration: Define the time duration of the service (e.g., 30 minutes, 1 hour).
     • Active/Deactivate: Choose to activate or deactivate the service.

4. Save Service Details:

   • Click "Save" to confirm the details of the new service.

5. Edit Service Details:

   • Click on the edit button to modify service information.

Tags Setup

Add or Edit Tags

Overview:

The "Tags Setup" module allows users to create and manage tags for various purposes. Users can define the tag name, select an icon for the tag, and choose to mark it as include or exclude.

1. Access "Tags Setup":

   • Navigate to the "Tags Setup" module to create or manage tags.

2. Add New Tag:

   • Click on "Add New Tag" to initiate the setup process.

3. Tag Details:

   • Fill in the details for the new tag.
     • Tag Name: Provide a descriptive name for the tag.
     • Select Icon: Choose an icon to represent the tag visually.
     • Mark as Include/Exclude: Specify whether the tag is to be marked as include or exclude.

4. Save Tag Details:

   • Click "Save" to confirm the details of the new tag.

5. Edit Tag Details:

   • Click on the edit button to modify tag information.

Extras Setup

Add or Edit Extras

Overview:

The "Extras Setup" module allows users to create and manage additional items (extras) related to Tools. Users can start by creating groups for extras, adding items to those groups, and managing the items' details.

1. Access "Extras Setup":

   • Navigate to the "Extras Setup" module to create or manage extras.

2. Create Extra Groups:

   • Click on "Create Extra Group" to initiate the setup of a new group.
     • Group Name: Provide a name for the group.
     • Active/Deactivate: Choose whether the group is active or deactivated.
     • Required Option: Specify if items in this group are required.

3. Save Group Details:

   • Click "Save" to confirm the details of the new extra group.

4. Add, Edit, or Delete Items in a Group:

   • • After creating a group, users can click on the edit button to see a list of items.
       • Add Item: Click on "Add Item" to add a new item to the group.
         • Item Name: Provide a name for the item.
         • Amount: Specify the cost or amount associated with the item.

5. Edit Item Details:

   • Users can edit existing items in the group.
     • Modify the item name or amount as needed.

Reservations View

Accept ,Edit, Create, or Cancel Reservations

Overview:

The "Reservations View" module provides users with a comprehensive view of both old and new reservations. Users can manage reservations by accepting, editing, canceling, viewing details, and even creating manual reservations when needed.

1. Access "Reservations View":

   • Navigate to the "Reservations View" module to see an overview of all reservations.

2. View Reservation List:

   • Access a list of both old and new reservations.

3. View Reservation Details:

   • Click on a reservation to view detailed information.
     • Customer Details: Name, contact information, and any other relevant details.
     • Reservation Items: List of services or extras booked.

4. Edit Reservation:

   • Edit reservation details if needed (e.g., change time or services).

5. Accept Reservation:

   • For pending appointments, users can click on the "Accept" button directly on the appointment list. This confirms the appointment.
   • Users have the flexibility to modify the scheduled time and date for appointments they have accepted.

6. Cancel Reservation:

   • Cancel a reservation if necessary.

7. Manual Reservation Creation:

   • Click on "Create Manual Reservation" to manually add a reservation.
     • Customer Details: Enter customer information.
     • Reservation Details: Specify date, time, and services.
     • Save Manual Reservation: Confirm the manual reservation details.

Calendar View for Reservations

Edit, Create, or Cancel Reservations

Overview:

The "Calendar View" module offers users a visual representation of reservations, allowing for easy scheduling and management. Users can view and interact with reservations directly on the calendar interface.

1. Access "Calendar View":

   • Navigate to the "Calendar View" module to see an interactive calendar representation of reservations.

2. Monthly Overview:

   • See a monthly overview of reservations with dates highlighted.
     

3. Interactive Calendar:

   • Interact with the calendar to view reservations for specific dates.
     • Click on a date to see a summary of reservations.

4. Daily Details:

   • View detailed reservation information for a specific date.
     • Reservation List: Display a list of reservations for the selected date.
     • Customer Details: Access customer information.

5. Accept, Edit, or Cancel Reservations:

   • Accept, Edit, or cancel reservations directly from the calendar view.

6. Create Manual Reservations:

   • If needed, create manual reservations directly from the calendar "Click on Date".
     • Interactive Form: Enter customer details, reservation date, time, and services.

7. Navigate Through Months:

   • Easily navigate through different months to plan and manage future reservations.