How to use the Knowledge Base

Transcription

1 Scheduling Software for the Internet Age How to use the Knowledge Base Version 1.0 Updated 08/04/ N. Scottsdale Rd., Suite 110, Scottsdale, AZ

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3 Overview The Appointment-Plus Knowledge Base, also referred to as the 'KB', is a comprehensive collection of videos, news pieces, and informative articles. The KB will allow you to search by key terms or browse by categories to find answers to your questions. Please take the time to read through the following article completely so you can learn how to find answers to your questions quick and easily. NOTE While searching the KB, you will need to use the default terms within Appointment-Plus when you started your account. You can find the terms in your account by going to the Company Tab > Terms. You may have changed these or they were changed based on the business type you have chosen. The default terms are as follows: Singular Form Location Staff Member Room Service Add-On Service Appointment Customer Event Cashier Sales Rep Plural Form Locations Staff Members Rooms Services Add-On Services Appointments Customers Events Cashiers Sales Reps N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 3 of 7

4 Navigating the KB The KB consists of 7 areas: Search the KB Searching the KB is as easy as using search engines like Google and Yahoo. Enter a key search term and the KB will do a full text search and scan for the full and partial string of words you have entered. Browse by Category x 2 Quickly jump to a specific category or sub-category to view the related articles. You can browse by a drop down or the displayed category names. Featured Articles Specific articles will be selected to be listed here based on their importance. 5 articles at a time will be featured. News Appointment-Plus is continually in the news and linked to various blogs and magazine articles. The last 5 news articles featuring Appointment-Plus will be listed here. Most Popular Articles The 5 most popular articles based on the number of views will be displayed. Recent Entries The last 5 articles created or updated in the KB will be listed here N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 4 of 7

5 Article Content While reading articles you will come across meaningful icons and colored highlighted areas. Below is a list of these items you will need to be aware of and how to act on them. Legend PRICING TIER: ALL APPOINTMENT VERSION: Single & Multiple At the top of each article will be a legend to identify which tier the feature within the article relates to and which version of Appointment-Plus you will need to utilize the feature mentioned. If you aren't certain which version of Appointment- Plus you are using, the "Single" version relates to the default single appointment per time slot, while the "Multiple" refers to multiple appointments per time slot (MAPTS). Video VIDEO Setup Tutorial Some articles will have a related video attached to it. Click on the link within the designated area to start it. Document DOCUMENT Getting Started Guide Periodically we will attach a PDF/Word Document to an article you can use to e- mail to your associates or to print out and distribute. These are usually associated with new or complex features N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 5 of 7

6 Click-Through Process (AKA Breadcrumbs) CLICK Company Tab > Appointments > Preference #1 When you see the above icon, you will quickly be able to click through and find the preference or page that relates to your question. In this example, you would click on the "Company Tab" at the top of your page within your Appointment- Plus account, then select "Appointments", and then locate "Preference #1". Using this icon and organization makes it easy to spot and follow the steps. Tip TIP A tip related to the previous text within an article will be displayed with this icon and highlighted. Notes NOTE When important information related to the article needs to stand out, it will be displayed with this icon and highlight. Warning WARNING Critical pieces of information related to the article will be outlined with this icon and highlight. Example Examples within an article will be outlined like this. Code In our technical articles, bits of code snippets will be displayed in this setting N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 6 of 7

7 Related Articles At the end of each article will be a section for "Related Articles". This is where articles related to the one you are reading will be displayed for reference. These articles can range from ones within the same category, or other categories related to your topic. Visitor Comments Anyone is able to leave a comment on an article. A name and address is optional while leaving a comment. Although, if you leave an address, we will be able to get in touch with you to answer your question or let you know when we have replied to your question in the article. You can add comments such as "Great Article" or "Can you expand more on...". Article Details On the right side of the page is a section labeled "Article Details". The details include: The date the article was last updated A link to print the article A link to the article to someone A link to post a comment A link to subscribe to the article. This means you will get an each time the article you subscribed to is updated. A user rating system you can tell us if the article was Helpful, or Not Helpful. NOTE If you read an article that isn't clear or doesn't have enough information, please make sure to leave a comment so we can follow up with you or the article. We want to make sure all of your answers are found in the Appointment-Plus Knowledge Base N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 7 of 7