forum.simpletimeplanner.com

Hi, and thanks for stopping by 🙏. As a short introduction, Simple Time Planner was designed as an easy and simple way for people to keep track of customers and appointments. Being in the industry we noticed two things: Many people were using physical notepads 📝 or convoluted spreadsheets 📊 to keep t...

In order to associate photos with an appointment click on the Appointment List icon in the left-hand menu bar. From the list of appointments find the appointment that you would like to associate some images with and click on the Edit button. Go to the bottom of the page under the Visit Images header...

In order to view the start and end dates for appointments you must view the Day Planner Calendar in either Day or Week view.

Viewing the Calendar in either the Day or Week view will display the times at the far left of the Calendar screen.

For further information, please watch this video

By default when an appointment is added to the system it will appear red in the Day Planner calendar. This means that the customer has not confirmed that the appointment is ready to go ahead. In order to confirm an appointment simply edit the appointment to be confirmed and then click on the confirm...

In order to edit a customer click on the Customers icon in the left-hand menu bar. A grid showing all customers associated with your business will appear. In order to edit a customer click on the Edit button and the customer's details will be made available for editing. Once the customer details hav...

There are two ways to edit an appointment. The first way to edit an appointment is via the Day Planner. To edit an appointment via the Day Planner click on the Day Planner icon in the lefthand menu bar. Once the calendar appears showing all the appointments associated with your business find the sta...

To create a new appointment click on the Day Planner icon in the left-hand menu. From there you will see a calendar which will display differently depending on the type of view chosen from the top right menu. Choosing the day option will display the selected day with any appointments scheduled for t...

In order to create a new customer within the software click on the Customers icon in the left-hand menu. From there, click on the Create New Customer button at the top of the page. A new screen will appear where you are able to enter information about a customer. Each text area has a tooltip which w...

An overview of the menu items Once you have registered and are logged into the software you will see a number of menu items on the left-hand side of the page. From top to bottom, these icons are: * Appointment List - Clicking on this icon will take you to a grid showing all of the appointments in t...

Via the Simple Time Planner admin panel we have made available several training videos: Please click on the following links to view our training videos We recommend viewing the videos in the following order: An overview of the menu items How to create a new customer Creating a new appointment =https...