Now the application includes more information on the home. We call it "Magic Desk", because it will allow you to do many tasks that will make your daily work easier, "like by magic".
Quick access buttons
List of services planned for that day
Finder for Customers and animals
Diary or Agenda
CALENDAR: By default, it shows the current day but you can navigate between days and the information shown will change. Now the information for that day will be displayed.
At a glance, "in a magical way", you will see in the upper panels the number of appointments planned, services rendered, how many animals and the money earned with those services
As in the previous case, this information corresponds to the current day (today), but if you choose another day in the calendar, the information for that day will be displayed.
We explain in detail, what "means" or what information shows each of the dashboard:
Appointments: Appointments scheduled for today. (Those that are pending, if we have already attended 3 appointments, will show what we have left for today)
Services: Shows the number of services you have rendered that day
Animals: Shows the number of animals that you have attended in those services that you have done that day
Billing: Shows the money you have earned with those services that day.
Within these panels, there are SHORTCUT BUTTONS that lets you:
Write a new appointment
Write down a new service
Or check the billing
Includes an advanced customer and animal search to locate customers and animals quickly
It only shows 25 results, so if there are more than 25 matches, they will not all be displayed.
Check the use of search engines and how to do advanced searches:
The daily Agenda It is shown in the central part of the Desktop and includes tasks, appointments, and all the important information for the selected day.
Also, if yesterday, for example, there was a scheduled appointment, but it was not done, today on the agenda you will see that appointment "overdue".
You can delete it or modify it if for example the client wants to change the date / time.
note:If you do not want the overdue to appear, select the option Settings > Advanced settings > Show overdue = NO.
This information will change, by selecting another day in the calendar.
The events you have recorded for today, the tasks and their priority, and any notice for clients, animals, suppliers, ...
If you have to call Stephany next week, include a notice, and the software will remind you on the day indicated.
The quick access keys allow you to go to see that events/tasks/bookings ... and add a new event/tasks/bookings ...
If you mark an alert as Urgent, it will appear marked, so that "from a simple glance" you can see the most urgent matters and prioritize your tasks.
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