One of the most user-requested features recently has been a way to add customizable status options for appointments – beyond the fixed options of “Confirmed”, “Cancelled” and “Did not attend”.
This option is now finally available. Custom statuses integrate with the rest of the system filtering through to the calendar and dashboard. Color-coding means the appointment shows up with a new colored ‘dot’ indicating the appointment status directly from the calendar.
See the support document to see how to setup custom appointment status options.
Our alerts system notifies you when something important has changed in your schedule. We’ve updated it to remove any contacts details from the alerts by default. There is an option under “Settings” > “Notification alerts” to allow you to continue to see contacts details in the alerts if necessary.
We’ve also prettified the alert template a little to bring them up to the standard of our other system generated emails!
We’ve added a new feature to allow client bookings to be screened before they are accepted. With this option enabled you will need to Approve or Decline each new client booking on a case by case basis.
When this mode is switched on. Each new client booking must be approved or declined. You’ll be notified by email when you need to make a decision. You’ll also see an indication on the dashboard that new bookings require your approval.
To switch this option on go to:
– “Settings” (top right menu)
– “Online Booking Setup”
– Under the heading “For new bookings do you want to:” select the option for “Review each booking request from clients and Accept or Decline each one”
After Approving (or Declining) a booking you’ll have an option of notifying the client via text message.
We’ve made some updates to the system to improve the speed of display of the dashboard.
We’ve also put in place an update to the booking system to improve the responsiveness of the booking widget as it on mobile screens. This ensures that on smaller resolution devices the widget will display in a cleaner, narrower profile making it easier for your client to book their slot. We will be releasing major functionality and responsiveness updates to the booking system over the coming weeks.
We’ve made updates to appointment services to give extra control to users.
We’ve added the ability to fine-tune the duration of services. Users can add padding at the beginning or end of an appointment for administrative time used to Setup or Closeout the appointment.
We’ve added an SMS auto-responder function for vacation/out of office time. When clients message you while you are away you can set an automated custom response to let them know you’re away from the office.
To set it up go to Settings > Reminder Settings. At the end of this page you can toggle on an auto-responder for incoming SMS messages and customize with a short message.
Remember to turn it off when you’re back in the office!
Storing patient data in the cloud? YellowSchedule is designed to HIPAA specifications and we’ve put a great deal of effort into ensuring data security and privacy. YellowSchedule allows you to be HIPAA compliant, but you still need to be careful. Particularly if you are syncing data with different tools which are outside of our control.
(Are you syncing PII data to Google/Outlook?)
Many of our Continue reading
We’ve added some great new features and usability updates to the system.
We’ve added in the ability to be able to set individual colors for appointments.
We’ve also redesigned the user menu Continue reading
You asked and we delivered; the ability to upload client documents in a safe, secure and HIPAA compliant location.
How to enable the new File Storage feature?
1) Click on “Settings”
2) Go to “Billing Summary” where you will see the following:
We are constantly improving our system based on your user feedback. Here’s a few recent updates to make Scheduling with us as easy as Continue reading