Full Video Guide - https://www.loom.com/share/4674a720f07f4981b4ec2edf41e097e0?sid=a455db7c-bb01-410c-a3ec-78b7e0255d95
1. Accessing the Appointment Schedule 0:24
Click on the appointment schedule for sales reps.
You will see a new schedule with additional details instead of just 'needs review'.
The functionality remains similar to the previous version.
2. Viewing Appointments for a Specific Day 0:37
Click on the desired date to view appointments.
Example: Select May 7th, 2025 to see all appointments for that day.
3. Checking Appointments for Review 0:52
Navigate back to the schedule to check appointments needing review.
Example: View appointments for the 28th.
4. Viewing Appointment History 1:09
Click on 'view appointments' to access your appointment history.
Always select the date range you want to view (e.g., May 18th to June 5th).
5. Monthly Appointment Overview 1:33
From the home screen, the system will automatically show appointments for the current month.
Example: Appointments will be displayed for May 1st to May 31st.
6. Selecting a Different Date Range 1:50
To view appointments for the next month, adjust the date range accordingly (e.g., June 1st to July 5th).
7. Resetting Appointment Filters 2:08
Click 'reset' to clear any filters applied to your appointment search.
8. Searching for Specific Patients 2:14
If looking for a specific patient, type their name in the search bar (e.g., 'Daniella').
9. Overview of Changes for Reps 2:33
Note that the sidebar will not display additional information; focus on the schedule.
10. Mobile View of the Appointment Schedule 2:50
The mobile version will have a similar layout.
Click on 'appointment schedule' to view today's appointments.
11. Navigating Through Dates on Mobile 3:09
Use 'previous day' and 'next day' buttons to navigate through appointments.
12. Accessing Monthly Appointments on Mobile 3:48
Click 'view appointments' to see the monthly overview (e.g., May 1st through May 31st).