How do I configure Assisi for use with Vetstoria?

In order for Assisi to publish available appointment slots to Vetstoria, the rooms and appointment types (categories) need to be set up as per the steps that are given below

TABLE OF CONTENTS

• Appointment Types
• Allocate Online Slots
• To Copy Your Pattern Forward
• Source Data
• Destination
• Block Patterns To Copy

Appointment Types

You need to create two sets of appointment types:

• Blocking Appointment Types to allocate the types and quantity of slots available for
  online appointments.
• Non-blocking Appointment Types for the clients to use when booking the appointments.

Click Settings on the Assisi Desktop -> Appointment Books -> Appointment Types

Click New Type and fill in the details as follows.

• Select a Colour from the drop-down list.
• Tick Blocking for those types that you are creating to block off available slots in the
  online appointment display.
• Do not tick Blocking for those types that you wish your clients to use when booking
  an appointment.
• Make sure that you set the default appointment length for each category.
• Publish Online must be ticked for both types.
• Click Save 

Note: You can, of course, use existing Non-Blocking Appointment Types – just make
sure that Publish Online is ticked.

Allocate Online Slots

Note: Make sure that Publish to Vetstoria is ticked on the room configuration for each room for which you wish to allow online appointments.

You should set up a one-week pattern of available online slots for each room, Monday to
Sunday, which can then be copied forward throughout the book for a specified number of
weeks (much like you block off unavailable slots currently - but make sure that you block off
individual slots as each slot will be available for one appointment only).

1. Double click the relevant slot in the appointment room.
2. Click Blocking, to display the blocking types only, and select one of the types from the
   drop-down list.
3. Specify the length of the slot and click Save Appointment.
   
   

4. Repeat for each slot to be allocated.

To Copy Your Pattern Forward

1. Click Settings on the Assisi Desktop -> Appointment Books -> Copy Patterns.

Source Data

This section identifies the source of the pattern to be copied

2. Select the Room Name from the drop-down list.

3.   The Start Date should be the start date of your pattern.

4.   Pattern Days is the number of days in your pattern, ie 7.

Destination

This section identifies the room and dates to which the pattern is to be copied.

5. Select the same Room Name from the drop-down list.

6.   The Target Date should be the Monday following the Start Date of the pattern (ie in this example you are copying the seven-day pattern starting on Monday 16th April to the same room starting the following Monday - 23rd April).

7.   The number of Repeats is how many more weeks you wish this pattern to be copied, 52
would copy that routine for the following 52 weeks.

Block Patterns To Copy

8. Click the Appointment Type that you wish to copy. This is important, otherwise, nothing will be copied.

9.   Click the Tick to begin the copying process.

10.   Repeat for each room.