The new Sites give you a better way to define and group your location. We've greatly extended the SMS and Email templates to help you stay in touch with customers easily and automatically. And, we've made a number of behind-the-scenes improvements to make BizDiary faster and more efficient than ever.
A Site represents a physical address where you see patients. Each Site can have multiple Locations. The Site has an short and long address and a phone number. These fields are used in the Customer Module, and can also be applied to SMS and Email templates. Sites can also be used in a similar way to Location Groups when displaying the Calendar.
You'll find a new Sites option in the main menu, where you can add your sites. Once you've done that go into each Location and assign it to a Site.
You can now automatically send email or SMS messages for...
The new settings are now in their own sections, under Account > Email Settings/Notifications and Account > SMS Settings/Notifications, and each template can be overridden for any Personnel by choosing the Personnel from the drop down on the left of the template.
We've also enhanced the preview feature so that you can clearly see how your SMS or email will appear.
Email confirmations now have the option to include an attached calendar file. This allows your customers to automatically add their appointments into their calendar.
SMS replies now go to individual personnel where applicable.
Better handling of Excel exports and reports handles larger lists, and works across most major spreadsheet applications.
The new notification system allows us to quickly communicate with all BizDiary users to inform you about upcoming changes, system maintenance, and other news. If there are notifications a speech bubble will appear next to the user menu showing the number of unread notifications.
Now that BizDiary 3 is bedded down, we've started work on a series of further improvements. These will be released in blocks over the coming months.
We've fixed up a handful of minor bugs, and also made some improvements to the handling of SMS replies.
When a customer replies to an SMS...
We're pleased to announce the release of BizDiary 3.0, released on Sunday 22 April 2018.
This is a major step forward for our Appointment Management system. We've kept all the great features and ease-of-use, updated the look and feel, added some extra features, and done the groundwork for future enhancements.
BizDiary 3.0 features a new modern interface that provides easier access to the features you need.
We’ve opened up more screen space for the Calendar (and other features) by integrating the menu into the top bar. The new menu is more intuitive with clear and consistent icons to provide quick visual cues.
The Calendar is very much front and centre of an appointment system, and we’ve put a lot of work into improving it.
While this new version provides a number of significant enhancements to BizDiary's functionality and usability, perhaps more important are the changes that you cannot see. We've reworked major sections of the code from the ground up to take advantage of the latest in server and browser technology, and to provide us with the platform we need for even greater enhancements.
We have a long list of extra features that we are already working on, but we wanted to give you access to this improved system now, and we will do another major release of new features later this year.
If you have any questions or comments, please get in touch!
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