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#1 2010-05-10 23:51:14

mholding
Member
Registered: 2010-05-10
Posts: 17

Recurring appointments

Hi,
Ive purchased hitappoint on behalf of a client (im a web designer).

I have just discovered that the software doesnt allow for recurring bookings. How can I get this to work? I need recurring bookings otherwise this great system isnt going to work for us.

Any help would be greatly appreciated.

Mitch

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#2 2010-05-11 08:36:47

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello,
I'm sorry at the moment the recurring appointments feature is not available. Although, it is in the high priority to-do list and will be added within a month.

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#3 2010-05-11 15:53:48

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

Here's a wild idea: There is currently an Excel export (see related topic), so how about an Excel IMPORT function? Set it up however you want elsewhere, then batch import appointments instead of scheduling each one in hitAppoint. Just an idea.

Please, while you're working on recurring bookings, consider the need to track how many appointments are left on the client's account. My need is this: A client buys a package of 10 lessons, which they normally use at one per week. They take a break (illness, vacation, etc) and when they come back they wonder how many lessons are left in their package. It would be nice to have either an account balance or number-of-appointments showing as they make appointments. In my case it's not as easy to deduct the cost of a lesson - better to set up a counter which decrements. The number of appointments available should be settable only by a provider/admin (like when they get an advance purchase check).

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#4 2010-05-11 20:15:22

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Thanks algis,

Can you please provide details of how the recurring bookings will work and what features it will have? 'HowToMove' has made some good points.

If its not available within a month I would like to take up the 30day money back guarantee. Are you able to commit to that? I dont want my guarantee to expire while still waiting for the new feature that we desperatly need.

Sorry to be a hassle, Im really looking forward to the new feature. It will complete the package for us.

Let me know if you need anything from this end,

Mitch

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#5 2010-05-12 08:55:12

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello Mitch,
I will make a demo of recurring appointments within 2 weeks, then we can adapt the feature to your requirements for another 2 weeks. If you are not ok within this timeframe, you'll get your money back. Is it ok for you?

HowToMove :-)
thank you, it's such a nice idea to import apps from an Excel sheet, sure it will require checking every line, anyway I will give it a try.

Regarding the packages/how many left etc I will need to carefully think it over.

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#6 2010-05-13 10:38:40

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

algis wrote:

Regarding the packages/how many left etc I will need to carefully think it over.

Here's one simple-minded implementation which I can think of right away:

Provider/admin chooses whether user sees remaining balance or number of lessons, where number of lessons is calculated from a price-per-lesson the provider/admin enters. Setting the price of a session and using that for everyone won't work because some people get discounts. Using this method, the admin is allowed to "fudge" and the user's balance remaining is simply displayed as a rounded integer instead of a dollar amount.

It would be best for the system to actually "know" about packages, because a client might purchase a package of private lessons and a package of group classes... so there wouldn't be a single calculation that would show how many lessons were left based on their account payment balance. This would involve tracking which kind of session a given payment applies to, and would involve displaying several "remaining lesson" numbers if more than one kind of session had been paid for.

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#7 2010-05-13 18:44:20

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Hi Algis,

Ive been talking to my client about their ideal setup for recurring bookings. Ideally we would like the ability to select recurring bookings for weekly, fortnightly, every 3 weeks, monthly.

I envisage a drop down menu with those options. Then another drop down that allows the user to select how many recurring bookings.

Hopefully this is possible.

If I can assist someway let me know.

Thanks again,
Mitch

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#8 2010-05-14 16:07:50

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello Mitch,
thank you very much, I was thinking about a setup like you described. I will do something like this in nearest time to discuss.

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#9 2010-05-25 04:04:04

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Hi Algis,

Any updates available? Id appreciate any news from your end.

Thanks again for your help and time.
Mitch

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#10 2010-05-27 16:11:27

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

algis on May 12th wrote:

I will make a demo of recurring appointments within 2 weeks, then we can adapt the feature to your requirements

It's been two weeks. Can we have a status update / schedule adjustment?

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#11 2010-05-30 23:05:36

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Hi Algis,
Can you please post some news, any news?

I need to know whats happening otherwise I will need to go elsewhere. I dont want to go through that trouble If I can help it at all. My client needs a solution.

If there is something I can do to help let me know.

Thanks again,
Mitch

Last edited by mholding (2010-05-30 23:06:50)

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#12 2010-05-31 06:51:04

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello Mitch,
I'm sorry for silence, I've been completing the first version of recurring appointments thing, I'll publish it tomorrow for further discussion

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#13 2010-06-03 04:42:42

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Hi Algis,

Please update us. Im becoming anxious. I need to deliver something to client in next day or two.

Mitch

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#14 2010-06-03 19:31:42

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello Mitch,
version 4.2.0 has just been published with the recurring appointments option. To enable this for a service, please go to service edit, then click the "Recurring Appointments" tab. Recurring booking is available for the customer side only so far.

Please download from http://www.hitcode.com/clients/

Please let me know how it works for you.

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#15 2010-06-03 20:04:53

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

algis wrote:

Recurring booking is available for the customer side only so far.

Do you expect to add it to the admin area soon?

I looked at your demo system (way easier than upgrading to look at your changes!), and now I'm wondering how the set of recurrance options is set. Monthly, for example, isn't an option. Can the interval of recurrance be configured, or is that a software edit?

Last edited by HowToMove (2010-06-03 20:09:24)

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#16 2010-06-04 02:14:14

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello,
thank you for your feedback :-)

HowToMove wrote:

I'm wondering how the set of recurrance options is set. Monthly, for example, isn't an option. Can the interval of recurrance be configured, or is that a software edit?

for the moment recurrance options are hardcoded inside. I plan to collect the feedback and either include all the possible options or add some sort of config .

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#17 2010-06-04 02:52:36

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Hi Algis,

Looking good. In our situation we need weekly, fortnightly, every 3 weeks and monthly recurring bookings.

Also would like to know your timeframe for recurring bookings in admin panel?

Thankyou
Mitch

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#18 2010-06-04 12:40:02

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

algis wrote:

I plan to collect the feedback and either include all the possible options or add some sort of config .

Some time ago I got frustrated with calendar programs that didn't allow complete specification of recurrance, and I wrote my own in Perl. Here's the selection panel, which might not be pretty but does allow just about any calculation of intervals. The Perl script then calls functions from DateTime::Event::Recurrence to calculate dates for each of the events. I can send code fragments if you don't want to start from scratch and if you think this isn't too complicated. The idea is for the recurrance input routine to get back a list of dates, not to carry around the specification of recurrance.

Note that there is sometimes a need for a specific week/day of the month, not just the same day of the month! Students want lessons on the second Tuesday, not always on the 9th, etc.

The image attached is for feedback and discussion. I'd like to hear/see other ideas on how to make this simpler, because I went entirely for flexibility and that often causes complexity.

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#19 2010-06-05 17:31:25

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello Mitch,
ok, I've added configuration per service which recurring options to give for the customer, it is now in version 4.2.1

HowToMove,
thank you. I think that I will move to something like letting customer choosing the times from calendar when booking appointments in packages.

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#20 2010-06-29 19:02:50

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

Welcome back Algis.

Wondering when the admin will be able to book recurring appointments? Is this going to be in an upgrade soon?

Regards
Mitch

Last edited by mholding (2010-06-29 19:40:37)

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#21 2010-06-29 19:39:16

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

I'm just a user.

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#22 2010-06-29 19:41:16

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

HowToMove wrote:

I'm just a user.

Whoops, sorry. Welcome back Algis I was supposed to say!

Aglis, please see question above.

Cheers

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#23 2010-07-01 17:01:19

algis
Administrator
Registered: 2006-01-09
Posts: 1724
Website

Re: Recurring appointments

Hello Mitch,
I'm sorry the admin side recurring apps is still in development because the admin view is different from the customer's one and thus I've not yet found a (good) way to select times for several dates in one screen

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#24 2010-07-01 17:56:02

HowToMove
Member
Registered: 2010-05-01
Posts: 118
Website

Re: Recurring appointments

How about recursion that takes you back to a page with everything filled in the same way but a chance to select the next date?

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#25 2010-07-11 23:57:43

mholding
Member
Registered: 2010-05-10
Posts: 17

Re: Recurring appointments

algis wrote:

Hello Mitch,
I'm sorry the admin side recurring apps is still in development because the admin view is different from the customer's one and thus I've not yet found a (good) way to select times for several dates in one screen

Hi Algis,

I understand the difficulty here however if you could update us on progress I would appreciate it greatly.

We are going to launch our booking system soon. Thanks for all the help so far.

Its a great product, hopefully I can push this out to some other clients soon!

Mitch

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