Diary & Appointment Management

• New Diary section added under Settings & Tools, bringing together Rooms and Appointment Reasons

• New Appointment Reasons setup allows businesses to configure reasons for appointments

• Appointment creation now includes:

  • Reason – select from configured Appointment Reasons

  • Appointment Location – choose In House, Customer Address or an existing Customer Delivery Address

  • Additional Detail – previously called Reason for the Appointment

• When selecting a Customer, their Account Manager is automatically assigned if no Employee has already been selected

• Schedule Appointment added to the Customer List … menu

• FIXED: Customer names no longer appear twice in the Appointment For field when no Patient or Equipment is selected

• Saving an existing Appointment no longer automatically creates a Customer Note

Mobile App – My Appointments

• Appointments are now displayed in chronological order, with the oldest first

• Selecting a different date automatically refreshes the appointment list without needing to click Search

• Both Customer Mobile Number and Phone Number are displayed when available

• Call Customer uses the Phone Number when both numbers are available

• Appointments without a Customer no longer display 0

Mobile App – Appointment Actions

Users can now perform the following actions directly from My Appointments:

• View – open the full Appointment details

• Directions – get directions to the Customer

• Call Customer – call the Customer directly

• Arrived – mark the Appointment as arrived

• Finished – mark the Appointment as finished, also available from Appointment Details

• Add Note – record a Customer Note, automatically using the Appointment Title as the Note Title

Sales Order Imports

• New optional DeliveryRoute column added to 35. Sales Orders (Optional).csv

• When a Delivery Route description matches an existing route, it is automatically assigned to the imported Sales Order

• The new column is optional, so existing import files do not need to be changed

Deliveries

• Print Packing Slip on the Deliveries page now opens a template selection window

• Users can select from available templates beginning with DeliveryNote, allowing greater flexibility when printing delivery documents

Mobile App – Customer Management

The Customer Edit screen has been streamlined to make navigation quicker and easier.

• The top Action Menu now contains only:

  • Edit – displayed as a Pencil icon

  • Take Picture – displayed as a Camera icon

  • Refresh

• New More option added to the bottom navigation bar, containing:

  • Delivery Addresses

  • Linked Customers

  • Notes

  • Documents

• The Add Note button within Customer Notes has been restyled to match the button used in My Appointments