Setting up your Service Provider Account on DayClips

Signing Up

Signing up is completed with only three easy steps.

In the first screen you provide your occupation from a drop-down list and complete basic contact information.  The only required fields include the name of your business, address, city, state, zip code, phone number, and email address.  If you have a website, be sure to indicate this in the corresponding field.  Inserting your cell phone number and carrier will allow you to send text messages to your current and prospective clients.

 

 

The first step in the sign-up also allows you to enter figures for deposits and up-front payments for your services.  DayClips notifies you when clients or patients make an upfront deposit or payment.  But DayClips does not collect deposits or advance payments.  DayClips provides this information to you so that your business may collect funds.  Don't forget to select your time zone, read the Terms and Conditions, and complete the spam protection box before proceeding.

The next page has fields that register the Account Manager for appointment scheduling.  This person administers essential functions and access to those functions.  The bottom of this page asks you to complete you User Name and Password.  Your User Name and Password can be changed after registration in the Settings section of DayClips.

 

 


On the final page, you have the option of uploading a photo of your choice.  This photo will be displayed with your profile when a user makes an appointment.  Uploading a logo for a picture is fine.  Just be sure that the format is jpg, png or gif.  Click “Finish Account Registration” and you’re signed up and ready to go!

 

Finalize Your Settings

Business Hours

After signing up with DayClips and completing your profile go to the Settings section.  First go to Business Hours to specify your general business hours.  Working hours for a specific staff member are set in the Staff section.

 

Staff

This is the place to specify members of your business.  In this section you may set work periods, time off, and types of services for individual staff members.

Services

This the place to specify the services offered by your business.  Here you can add locations for different services, duration, optional pricing, optional deposits, and if you want the service to be available for online booking.  Certain services, for example, such as a surgical procedure, can only be booked by you.  Do you have a service you are offering as a promotion for a limied time?  No problem.  You can specify the duration of your service.  Autoconfirmations, the order of services, and other options are available.

 


After finalizing your settings you are ready to book appointments!


Bells and Whistles

 

 

Retroactive appointments

Appointment Scheduling Options have useful tools to enhance scheduling and make your life easier.  Some appointments made need to be included on the calendar for documentation even though the appointment is past.  For example, if your office saw John Doe on an emergency basis and did not record the appointment at the time of his visit, you may need to include it in your calendar for record keeping purposes.  Integrity of documentation requires documentation for appointments that are booked retroactively.  DayClips will include a ® sign next to appointments that were booked retroactively.

Rescheduled appointments

Does your office need to know what happened to a client or patient that changed their appointment?  Clicking the rescheduled appointments option provides a subscreen on the main calendar page that lists appointments for that day that were rescheduled for another time.

Multiple appointments

Sometimes multiple appointments may be made for a same person during the same week.  For example, Jane Doe may book several online appointments with the expectation that she will use only one of the time slots.  Sometimes your office can forget to remove an appointment when booking an appointment for the same person.  A subscreen on the main calendar page will appear when you check this option.

Consecutive months

This is a great feature that was implemented by popular request.  Two months are shown on a page when this option is elected.  Having a two-month calendar view saves a great deal of time when scheduling appointments.