This is article is currently for our Beta Test Group at DaySmart Appointments. We are currently updating our User Interface which is projected to be completed over the next several months.
12/5/2024 Update: We heard your feedback Beta Group! In this round of updates we incorporated not only new updates, but made changes based on your feedback to items including the accessibility and readability to the appointment grid and more.
Check out new updates in the following sections:
Also, check out what we have Releasing Early Q1.
This article, just like the user experience, is continually being updated. Thank you for being one our Beta Testers and being on this exciting journey with us. As always your feedback is welcomed. We wouldn't be able to release these enhancements without your input.
What’s happening?
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This beta program will be rolled out in four distinct phases over the next several months. During this transition, you may notice that some parts of the platform still reflect the current design, while others will showcase our exciting new updates. Rest assured, this phased approach ensures a smooth rollout without disrupting your workflow.
Releasing Early Q1
Notes & Reminders now accessible via a top-menu icon on the homepage.
Count Display: The icon shows the count of notes/reminders for the current day.
Slide-Out Panel for Notes
Quick Access: Icon to open a slide-out panel.
Default View: Displays notes for the current day by default.
Filter Options available (example: by date range)
Add Note button located at the bottom of the panel
Add Notes with Ease with the following built out options: From, To, Note, Created By, and Date
Calendar Zoom Modes: Small, Medium, Large - This will give you the ability to not only change the size of the calendar but it will adjust the number of resources you see.
See what changes are being made to our User Interface by clicking into the following drop downs to learn more.
Dashboard After Logging In *New Updates*
Dashboard After Logging In *New Updates*
We’ve made several visual changes to improve readability and navigation. Here are a few notable updates:
The menu options at the top have been shifted and adjusted and has a new "More" section
"Appointments" has been renamed to "Reservations."
Calendar navigation has been updated for easier use.
Staff/Room Filters, Calendar, and Appointment Status Legend have been relocated for improved accessibility.
Relocated Filters for Better Accessibility
Filters Above the Grid: Staff/room filters have been moved from the left navigation to directly above the appointment grid.
Always Visible: Filters remain accessible at the top of the grid, allowing users to adjust resource selections without losing context.
Benefit: Saves time and ensures a streamlined workflow by keeping critical controls easily reachable.
Original User Interface:
Current User Interface:
Use the image above and the legend below to see located items.
Staff/Room Filters
Calendar
Appointment Status/Service Color Legend
Grid Pagination
12/5/2024 New Design Enhancement:
Use the image above and the legend below to see located items.
Staff/Room Filters
Calendar
Appointment Status/Service Color Legend
Grid Pagination
Appointment Grid and Calendar *New Updates*
Appointment Grid and Calendar *New Updates*
Full Page for the Appointment Grid
Dedicated View: A new full-page appointment grid view is introduced for a focused and larger display.
Toggle Between Views: Users can expand the appointment grid by clicking the expand icon, providing a distraction-free experience with minimal scrolling and more visible appointment details.
Seamless Transition: To return to the standard homepage view, users can click the collapse icon.
Expanded Full Page View
No More Pagination: Pagination controls for staff/room calendars have been removed.
Scrollable Grid: Users can scroll horizontally to view all selected resources beyond the default five calendars displayed.
Containerized Grid: Ensures filters, resource names, and time slot labels remain visible while scrolling.
Benefit: Reduces complexity, improves accessibility, and allows users to maintain context while viewing additional resources..
New Calendar
Top-Middle Placement: The date picker has been relocated to the top-middle section of the page.
Improved Clarity: Users can easily identify and adjust the calendar date they are working with.
Benefit: Provides clear visibility and quick access to date controls, enhancing navigation and reducing confusion.
Shifting Appointments to Reservations
Shifting Appointments to Reservations
The "Appointment" tab has now been renamed to "Reservations".
Here are a few notable items about Reservations:
The menu option for Reservations (previously Appointments) is still located in the top menu bar, but it has been slightly shifted to the right of the DaySmart Appointments logo.
In the left navigation pane, you can find the new Reservations section. You can still access the following features: Find Availability, Customer Search, Reservation Report (previously Appointment Report), and View Waiting List. Additionally, we've added a new option for "Recurring Reserve Maintenance."
On the right side of the screen, where you would previously expand options for "Appointment Status," it is now called "Reservation Status." The options remain the same, but the icon has been updated.
Customers
Customers
The Customer page has been completely refreshed with a new visual design.
Here are a few notable updates about the Customer page:
The menu option for Customers is still located in the top menu bar, but it has been slightly shifted to the right of the DaySmart Appointments logo.
The alphabetical search option at the top has been removed.
The search navigation has been shifted from vertical to horizontal.
After searching, you can now see the date the customer's account was created and their account status.
You now have the option to export their contact information directly to Microsoft Outlook from the search screen.
Current User Interface:
New User Interface:
Reports
Reports
The Reports page has been visually refreshed.
Here are a few notable items about Reports:
The menu option for Reports is still located in the top menu bar, but it has been slightly shifted to the right of the DaySmart Appointments logo.
We’ve added a new report option in the left navigation panel titled "Reservation Audit Trail Report."
Settings
Settings
The Settings page has been visually refreshed.
Here are a few notable updates about the Settings section:
The menu option for Settings is now located in the top menu bar. Previously, it was positioned at the top right of the screen but has since been moved to align with our other menu options.
Current User Interface:
New User Interface:
