Unassigned Bookings Handling

The Unassigned Bookings Handling screen lists all single Treatment or Package Reservations imported through the Data Import module before they are confirmed and assigned a Treatment Room.

To ease the imported Reservations handling, the system provides separation of bookings by system Cruise.

The screen is divided into two main areas:

  1. The Unassigned Cruise Bookings grid.

    This grid lists all imported Cruise Treatments Reservations sorted by the scheduled Treatment Date & Time. You can modify the sorting order by clicking on the grid column headers.

  2. A smaller edition of the main Reservations & Schedules screen.

    This screen displays all current (already confirmed) appointments for the selected date in the colour gray to distinguish those appointments from the unassigned appointments that you selected on the top grid. The system can process the appointment and propose the correct Therapist Schedule according to the predefined Treatment Date & Time.

Clicking on every imported unassigned treatment reservation initiates the internal process of finding the necessary available open time space that fits the booking’s requested Treatment Date & Time, as well as the first available therapist. As soon as an available period is found, the system places the unassigned treatment reservation into the Reservations & Schedules time scale on the lower part of the screen, in the colour yellow to identify it as an Expected Appointments.

There are only two options available for the Unassigned Expected Appointments:

  1. Assign room and confirm booking

    The Unassigned Treatment Appointment is ready to be confirm and added into the system as a regular Expected Treatment Reservation assigned to a valid and available date, time & therapist. The last step is to define the Treatment Room.

  2. Edit reservation

    You can edit specific reservation data before confirming the booking.

Note:

The System does not allow you to update the Treatment and Price for imported prepaid treatment Reservations.

As soon as you select the room and confirms the selected unassigned treatment, the treatment appears in the Reservations Schedule in the color gray similar to the rest of the regular bookings. At the same time, the treatment disappears from the Unassigned Bookings grid for the user to continue confirming the remaining unassigned bookings still listed in the grid.

If no availability for requested period found, the system places the unassigned treatment reservation into the first Therapist Schedule colored in red indicating the overlap with another existing appointment or time block. There is still the option to assign the appointment to another time and/or therapist, either by selecting Edit Reservation or by moving the red colored reservation block using the drag and drop method and positioning it to the desired available time and/or therapist.