In view of the recent change in interpretation relating to the GST and QST for osteopathic care, we have written this article to help you change the configuration of your diary. Activate sales tax If your practice doesn’t offer other taxable care, you’ve probably never programmed sales tax into your Datedechoix account.
- Under Settings-View Locations-My Locations, click Edit next to your location.
- Scroll down to the Currencies and Taxes section.
- Program the sales tax by checking the 2 boxes, and indicating the applicable rates.
- Under Tax Information, add the tax numbers as you want them to appear on the receipts.
The change will be made automatically for all the appointments added to the calendar after this programming of the tax. For appointments already on the agenda, you have to make the change manually in the appointment box from the “payments” tab. Taxable services Since osteopathy was previously not taxable, you may have exempted this service from taxes directly on the service profile.
- Under Settings-Services, click edit next to all osteopathic services.
- Scroll down to Times and prices.
Make sure the “Sales taxes do not apply to this service” box is unchecked. Otherwise, remove the checkmark and navigate to the bottom of the page to Save.
The pandemic has brought about several new procedures, particularly in relation to the management of the waiting room.
Calendarspots.com offers you a new option to better coordinate the arrival of clients for their appointments.
The Check-In field allows you choose from several statuses from the Registration menu in the appointment box.
This can help you keep track of your appointments, and make sure your staff and customers have enough time between arrival/departure to clean a work area.
To accommodate the addition of the Waiting Room Management option, we have moved the “change department” link. This can now be found under the History tab.
Premier François Legault has ordered the cessation of all non-essential activities in Quebec for a period of 3 weeks in order to limit the spread of the COVID-19 coronavirus.
Here are some ideas to help you manage calendar appointments if your services cannot be delivered virtually.
Rather than canceling all appointments, we encourage you to turn off automated reminders. This will avoid confusion with your clients and will be done faster than deleting each appointment one by one.
Go to Settings-Advanced-Messaging.
Under the Reminder section, deactivate all reminders (email and sms / text). Don’t forget to scroll to the bottom of the page and click Save.
In addition, when normal activities are summed up, you will be able to extract a report of the appointments that were scheduled during that period for follow-up.
Go to the Reports tab and generate an “Staff” report.
Waiting list management allows clients waiting for appointments to be notified of cancellations in real time through an automated notification system.
Some people want the time slots released following a cancellation to be reserved only for customers on hold.
Others prefer to simply notify waiting customers but make the time slot available to everyone after a certain delay. In other words, customers can pick up an open slot on a first-come, first-served basis.
If you are interested in the latter approach, follow the steps below to set up your account.
Navigate to Settings and click on the Advanced tab.
Scroll down to the Waiting List section. Check the desired options.
When a time slot becomes available, pending customers receive an email invitation each in turn with a 30-minute delay between each sent message. During this period, the time slot can only be selected by a customer who has received the invitation.
The first option in the red box releases the time slot every 2 hours after sending the last invitation. At that point, anyone could select the time slot and not just a customer on the waiting list.
The 2nd option keeps the link that the waiting customer receives in the invitation active even after the time slot has been released publicly.
Your portal is the gateway to online appointment booking and displays your logo, colors, services and contact details. Until now, when you add a link to your website, the https protocol was automatically inserted in front of the “www” of your website’s URL. With the popularity of the https protocol, we now offer the choice between the prefix http or https.
If you would like to choose which prefix to use, go to Settings and select View Locations. Next, click the Edit button next to the location you want to update. Finally, click on the drop down menu next to the Website field and select the protocol you would like to use. Don’t forget to save your changes by scrolling down to the bottom of the page and clicking Save.
On May 25, 2018, the General Data Protection Regulation (GDPR) entered into force. GDPR aims to better protect the privacy and personal information of European residents and imposes certain practices on companies collecting and processing personal information, including but not limited to a first or last name, email address, telephone number or date of birth.
In order to ensure compliance and better protect you, we’ve reviewed the different features we offer. As a result, we have decided to abandon our MailChimp integration for users located in the European Economic Zone (EEA), including the United Kingdom and Switzerland. We are committed to reviewing the feasibility of bringing this integration into compliance and hope that this functionality will be restored in the coming months.
In the meantime, you can continue to use MailChimp, but your customers will no longer be able to accept or manage their newsletter preferences through Calendarspots.com. MailChimp has launched a series of initiatives to help you become GDPR compliant, and we invite you to review their communications on this topic.
In addition, one of the requirements of the GDPR is that users have the right to access, update and delete their personal information. If you have customers in the EEE, make sure that the customer accounts are active as well as the ability for users to delete their user profile online (see image below).
We thank you for your attention and invite you to contact us if you have any questions.