Overiew
🔎 In This Article
🎥 Video Walkthrough
📋 Dashboard & Navigation Updates
Click here to view Dashboard and Navigation changes
Click here to view Dashboard and Navigation changes
New Dashboard Layout
Cleaner, more modern look
Top Menu: Menu options consolidated under a new "More" dropdown
Calendar Navigation: Redesigned for faster access
New Calendar Date Picker
Now centered at the top-middle of the page
Easier to spot and adjust working dates
Previous User Interface:
New User Interface:
🧭 Filter & Calendar Enhancements
Click here to view Filter and Calendar changes
Click here to view Filter and Calendar changes
Relocated Staff/Room Filters
New Location: Moved from left navigation to above the appointment grid
Always Visible: Sticky placement helps keep filters accessible
Previous User Interface:
Current User Interface:
🔍 Appointment Grid & Zoom Modes
Click here to view Appointment Grid and Zoom Mode changes
Click here to view Appointment Grid and Zoom Mode changes
Full-Page Appointment Grid View
Expand the grid using the expand icon for a distraction-free view
No Pagination: Scroll horizontally to view all selected resources
Sticky Labels: Filters, resource names, and time labels stay in place during scroll
Calendar Zoom Levels
Adjust the view depending on your workload:
Small Mode (9 resources): Status bar + customer name
Medium Mode (7 resources): Adds icons, service name, PO number
Large Mode (5 resources): Up to 3 lines of appointment info
How to Adjust Zoom:
Go to Appointments homepage
Hover over the Zoom icon for tooltip
Click and select your preferred zoom level in the slider modal
🗓 Booking with the Make an Appointment Window (MAW)
Click here to view the new Make an Appointment Window
Click here to view the new Make an Appointment Window
Faster Booking
MAW now slides out instead of opening in a pop-up
Minimizable Panel for multitasking
Quick "Reserve Time" option with recurrence toggle
Enhanced Design
Modern layout for readability and accessibility
Works seamlessly across desktop, tablet, and mobile
Better User Feedback
Real-time validation catches missing/invalid fields
Clear status (Paid/Unpaid) with a "Pay Now" button
Grouped notes with visual counters
📝 Waitlist Enhancements
Click here to view Waitlist Enchancement changes
Click here to view Waitlist Enchancement changes
Updated Drop-Down Menu
Clear visibility of waitlisted customers
Priority tags (High / Medium / Low)
CTA button launches intuitive slide-out form
Slide-Out Entry Panel
Input: Customer, Service, Add-ons, Staff, Room, Group Size, Priority, Notes
Real-time search by customer name
Success toast confirmation
Edit & Delete Workflows
Edit: Opens slide-out form (Customer Name is read-only)
Delete: Confirmation modal prevents accidental removal
Priority: Editable anytime, default is Low (via Customer View)
List Table Enhancements
Pagination & adjustable rows per page
Column sorting
Mobile-responsive layout
🔁 Overlapping Appointments (MAPTS)
Click here view Multiple Appointments Per Time Slot enhancements
Click here view Multiple Appointments Per Time Slot enhancements
View overlap as empty space to the right of the appointment card (not '+')
Click to open MAW in slide-out mode
If space is insufficient:
"X" indicator shows appointment count
Clicking it opens slide-out list of all appointments in the time slot
Group Appointment Visibility
New icon displays number of participants
🔄 Recurring Appointment Maintenance
Click here to view Recurring Appointment Maintenance enhancements
Click here to view Recurring Appointment Maintenance enhancements
Conflict Identification
Conflict Icon: Visible on card
Clicking opens slide-out:
Conflicts Tab: Dates & reasons
Details Tab: Edit and save options
Maintenance Page Redesign
Modern UI with per-page record control
Customer search & Active/Inactive filter
Sort by name, service, staff, start/end dates, etc.
Columns include:
Conflict, Status, Actions, Customer Name & Email, Staff Name
Editing & Deletion
Edit Icon: Opens off-canvas panel with recurrence options
Delete Icon: Opens confirmation modal before deletion
👥 Redesigned Pages
Click here to view redesigned pages: Customers, Reports, Settings
Click here to view redesigned pages: Customers, Reports, Settings
Customer Page
Search is now horizontal (no more alphabetical filter)
View creation date and account status
Export contacts to Microsoft Outlook
Reports Page
Cleaner layout
New report: Reservation Audit Trail Report added to left nav
Settings Page
Now located in top navigation (was top-right previously)
Refreshed layout for improved usability
Previous User Interface:
New User Interface:
📌 Tips & Notes
🔍 Tip: Use the zoom levels to tailor your daily workflow view
⚠️ Note: Customer name is read-only in waitlist edits
💡 Tip: Use priority flags to triage customer requests quickly