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Appointment

Departments Tab

15min

The Departments Tab in the Appointments Settings module is designed to help businesses organize their services and specialists under specific departments. It ensures better management of appointments by categorizing related services and specialists, making it easier to assign and manage resources.

Getting Here

Admins, managers, and other authorized users can control different settings in the Departments Tab settings.

To access the Departments Tab:

  1. Log in to your Sanoflow account.
  2. Navigate to the Settings section on the left-hand menu.
  3. Select Appointments under the Platform section.
  4. Click on the Departments Tab at the top of the Appointments settings page.

Key Features

The Departments Tab provides tools to add, edit, and manage departments. Each department acts as a container for associated services and specialists, enabling better organization.

Primary Features

1. Departments List

  • Displays all existing departments.
  • Columns include:
    • Department Name: Name of the department.
    • Specialists Count: Number of specialists assigned to the department.
    • Services Count: Number of services assigned to the department.
  • Search Bar: Located at the top of the tab, enabling quick searching by department name.

2. Add Department Button

  • Found at the top-right corner of the Departments Tab.
  • Clicking this opens the Add Department Modal.

3. Add Department Modal

  • Department Name (English): Enter the name of the department (required).
  • Description (English): Add a short description of the department (optional).
  • Save Button: Saves the department and adds it to the list.

4. Edit Department

  • Click the pencil icon (✏️) next to a department to modify its details.
  • Fields:
    • Department Name: Update the department name.
    • Description: Modify the department's description.
  • Save Changes Button: Applies the updated details.

5. Delete Department

  • Click the trash bin icon (🗑️) next to a department to remove it.
  • A confirmation dialog will appear to prevent accidental deletion.

6. Assigning Specialists

  • Assign specialists to a department to ensure proper organization and clarity.
  • Open the department and use the specialist assignment section to link available specialists.

7. Assigning Services

  • Services can be associated with a department to streamline booking and management processes.
  • Access the department details and use the service assignment section.

8. Sorting Options

  • Departments are listed alphabetically by default.
  • Use the sort button to reorganize by the number of specialists or services.

9. Tooltips

  • Hover over icons or buttons for quick explanations of their purpose.

Practical Use Cases

  1. Healthcare Organization:
    • Create departments such as "Cardiology," "Dermatology," and "Pediatrics."
    • Assign respective specialists and services to ensure streamlined appointment management.
  2. Salon and Spa:
    • Add departments like "Hair Services," "Skin Care," and "Massage Therapy."
    • Associate the appropriate services and specialists to maintain clarity and efficiency.
  3. Educational Institutions:
    • Use departments such as "Mathematics Tutoring," "Science Workshops," or "Language Classes."
    • Link tutors and corresponding services for easy bookings.

Best Practices

  1. Clear Naming Conventions:
    • Use descriptive and straightforward department names to avoid confusion.
  2. Keep Departments Compact:
    • Avoid overcrowding departments with unrelated services or specialists.
  3. Regular Updates:
    • Periodically review department details to ensure accuracy, especially after adding or removing services or specialists.
  4. Leverage Descriptions:
    • Use the description field to provide additional details about a department's purpose or scope.
  5. Use Sorting Features:
    • Sort departments by the number of specialists or services to prioritize key areas of operation.

FAQs

  1. Can a department have no specialists or services?
    • Yes, but it is recommended to assign at least one specialist and one service for effective usage.
  2. How many departments can I create?
    • There is no limit to the number of departments you can create.
  3. Can I assign a specialist to multiple departments?
    • Yes, specialists can be linked to more than one department if their expertise overlaps.
  4. What happens if I delete a department?
    • Deleting a department will not remove its associated services or specialists but will unlink them from the deleted department.
  5. Can I duplicate a department?
    • No, duplication is not currently supported. Departments must be manually created.
  6. How do I reorder departments?
    • Departments are listed alphabetically by default. Use the sort option for other arrangements.
  7. What if a department name conflicts with another?
    • Department names must be unique to avoid duplication.
  8. Can I assign services to a department without specialists?
    • Yes, but this may limit the ability to book those services effectively.
  9. How do I search for a department quickly?
    • Use the search bar at the top of the Departments Tab to locate a department by name.
  10. Can I temporarily deactivate a department?
    • No, departments cannot be deactivated. You can, however, disable online booking for associated services if needed.



Updated 13 Jan 2025
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