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Table of Contents
Click and Deliveries
Setup the Appointments
it is recommended that you setup 30 minute appointments, as it is difficult to estimate arrival time of deliveries.
For 3 deliveries per 30 minutes for a single driver (6 if using 2 delivery cars)
Members - select Boxes - Appointment Preferences - New
below is setup for 3 deliveries for every 30 minutes from 9am to 1pm every Saturday. for a single delivery Saturday this will generate 4 hrs x 2 x 3 = 24
Generate Appointments
To prevent members from booking multiple generate the appointments 1-2 weeks at a time.
to generate go to Members - Appointments - Blue Generate Apointments button
Allocate Appointments
Go to New Loans - Members (new Members page)
select filter Members with holds
for each member with appointment = BOOK APPOINTMENT
click on the row, to show the member preview pane
click the green “select” button in the appointments block