PRACTITIONER/TUTOR CONFLICTS
When a practitioner/tutor adds or edits a session we are performing a check for scheduling conflicts. If a conflict is found it will not be added and the practitioner/tutor will be provided a message on screen communicating as much. In the event there are recurring sessions involved, each session in the series will be checked for conflicts. Multiple conflicting dates will be displayed in a warning message to the user.
Conflict checks will be performed when using the add, edit pages and when a session is dragged and dropped or the session times resized from the interactive calendar. Furthermore, adding an additional recurring session option will also undergo a conflict check.
This strict checking for session conflicts is done when a practitioner/tutor adds/edits a session or when a client/student requests a session. Overall, these changes will greatly cut down on the number of session conflicts added to the calendar which will reduce the workload on staff and administrators.
Please communicate to your practitioners/tutors the need to be diligent against double bookings and why the software will no longer allow them to add sessions that conflict with other sessions. Administrators and staff will continue to be allowed to add sessions that may conflict with other sessions. They will receive a warning before the session is added or the conflict session will flag these conflicts for your future review.
SESSION LIST ORDER DEFAULTS
The open sessions page now has default ordering set to ascending. This means you will see your oldest sessions first and your newest sessions last. This change was made because some practitioners/tutors were completing/saving sessions first on the list without checking their session dates. While this might help some it is important that all practitioners/tutors be instructed to check the session details before saving the session.
All other session pages will have their default ordering set to descending. For all, cancelled, missed and completed sessions the newest dates are shown first. This is done so those sessions that were most recently completed will likely appear at the top of the page.
Please keep in mind, the session tables saves preferences in cookies and for those practitioners/tutors that have the settings saved in their cookies will either have to manually adjust the column ordering or clear their browser's cache if they want sessions to be ordered in such a way.
CALENDAR TOTALS BY MONTH
When you navigate to the calendar overview page you are greeted by the number of sessions for the current month and their sessions status. We've added the ability to switch to any given month or year to review historical data from this page. This allows you to see if the session count is increasing or decreasing over time and identify trends with respect to cancellations and missed sessions.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
