Front Desk Web Appointment Book Installation

Transcription

1 Front Desk Web Appointment Book Installation Smartsoft (Australia) Pty Ltd. December 2013 Copyright Smartsoft (Australia) Pty Ltd All rights reserved. No part of this publication may be reproduced without the express written permission of Smartsoft (Australia) Pty Ltd. Microsoft, Windows, MS, Windows XP/Vista/7/8/8.1/2003/2008/2008R2/2012/2012R2, MS Office, MS Word, MS Excel and MS Outlook are trademarks of Microsoft Corporation. Adobe Illustrator, Acrobat and PDF are registered trademarks of Adobe Systems Incorporated. Front Desk and Front Desk Practice Management System are registered trademarks of Smartsoft (Australia) Pty Ltd. Smartsoft (Australia) Pty Ltd Phone International Fax International Internet frontdesk@smartsoft.com.au

2 Front Desk Practice Management System includes a web-based appointment book which can be used to view the Front Desk appointment book via a web browser. This can be upgraded to the WebPlus Appointment Book allowing the adding, editing and deleting of appointments. To install the Front Desk Web Appointment Book you will need to have Internet Information Services (IIS) running on your machine. NOTE The installation and management of IIS or access to the Front Desk Web Appointment Book over the Internet is outside the normal scope of the support provided by Smartsoft and may require the assistance of your hardware/network technical support specialist. The Front Desk Web Appointment Book is compatible with following operating systems: Windows Server 2003, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, Windows Vista Home Premium (or above), Windows 7 Home Premium (or above), Windows 8, Windows 8.1. There are three main steps to install the Web Appointment Book. 1) Installing Internet Information Services (IIS) 2) Installing the Front Desk Web Appointment Book 3) Configuring Port Forwarding in your Modem/Router Step 1 Installing Internet Information Services (IIS) You need to install this software on the computer hosting the website, which may or may not be the machine hosting the Front Desk database. Go to the Control Panel and select Programs and Features. PAGE 2

3 INSTALLING INTERNET INFORMATION SERVICES (IIS) Select Turn Windows features on or off. Select Internet Information Services and click on the checkbox to mark it for installation. You will also need to click the + icon to open its installation options. Please ensure that the ASP.NET and Static Content options are both checked. Click OK once done to install Internet Information Services (IIS). Windows may ask you to insert the Windows CD to continue the installation of the selected components. Internet Information Services will then be installed. PAGE 3

4 Step 2 Install the Front Desk Web Appointment Book Utility Double click on the Front Desk Web Appointment Book installation file, and the following dialog will appear. Click Yes to continue. We recommend that you install the Web Appointment book in the default destination folder. Click Next to continue. Please read and accept the End-User License Agreement and then click Accept and Install. This install should take approximately 5-10 minutes. Click the Finish button when prompted. PAGE 4

5 Once you have successfully completed the installation you will find the Front Desk Web Setup icon under the Smartsoft program listing. Click Front Desk Web Setup and select the location of the Front Desk database. Select Local Database if the Front Desk database is on the same machine, or Network Database to select another computer on your network by either entering the machine name or network IP address of the machine. Once you have selected the database location click Test Database to check your database connection. To test the website click Test Website. Click OK to save your configuration settings. Step 3 To access the Web Appointment Book from outside of the clinic, port forwarding will need to be setup in your modem/router. Please refer to your technical support specialist for assistance with this. Running the Web Appointment Book on a PC To run the Front Desk 2014 Web Appointment Book on a PC, open up your web browser (e.g. Internet Explorer) and type localhost/frontdesk or computername/frontdesk in the address bar where computername is the name of the computer hosting the Front Desk Web Appointment Book. Running the Appointment Book on a Mobile/PDA device To run the Front Desk 2014 Web Appointment Book on a mobile device, such as an IPhone or Android phone, open up your web browser and type localhost/frontdesk/mobile or computername/frontdesk/mobile in the address bar where computername is the name of the computer hosting the Front Desk Web Appointment Book. On older style smartphones (e.g. Blackberry or Nokia devices) enter localhost/frontdesk/pda or computername/frontdesk/pda in the web browser. Congratulations, you have successfully installed the Front Desk 2014 Web Appointment Book. PAGE 5