https://www.simpleappointments.com/wiki/ 2026-05-04T20:16:52-0400 https://www.simpleappointments.com/wiki/ https://www.simpleappointments.com/wiki/lib/tpl/dokuwiki/images/favicon.ico text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=2.0&rev=1541093699&do=diff Changes to Simple Appointments for Version 2.0 Simple Appointments 2.0 aims to be even more straightforward and easy to use than the original! Payment System The process of making payments has been simplified by providing different pages for entering payments and refunds, editing a payment, and voiding a payment. The look of the payments table has also been updated, so that you can easily differentiate enrollments, miscellaneous payments, and unit payments. For more information see text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=add_a_new_student&rev=1541093699&do=diff Adding a New Student The preferred way to add a new student is through the Inquiries page. When you are logging and inquiry or guest you can choose the “Save and Book” button to save the inquiry and move to the New Student page with many fields already filled out with the information from the inquiry. You can also click the book link on an unbooked inquiry in the list of inquiries to start adding a new student record based on the inquiry. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=adding_an_instructor&rev=1541093699&do=diff Adding an Instructor To add an instructor member to the program, click “Setup” from the program's opening page, then click “Add a New Instructor” at the bottom of the instructor list. Fill out the required fields. Display Name This is the name shown at the top of the instructor's column on the text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=attendance&rev=1541093699&do=diff Recording Attendance For sessions which multiple students may attend, such as group lessons or parties, the students who attended should be marked when the lesson is verified. The verification screen that displays for normal lessons is replaced by an “Attendance text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=canceling_a_lesson&rev=1541093699&do=diff Canceling a Lesson If a lesson is canceled and should be removed from the system, click on the lesson on the lesson sheet, then click the “Delete Lesson” link below the lesson details on the left side. This will remove all record of the lesson. Lesson counts, costs, and reports will all be recalculated (so hard copies of reports may no longer match the system). text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=change_student_information&rev=1541093699&do=diff Changing Student Information Viewing Student Details From the opening page of the program, click the “Students” link on the left side to open a list of all students. When you are viewing the list of all students, you can click on a student's name to view the students details, including contact information, birthdays, default lesson options, and even a photo. If you want to change an inactive student, you will have to click the text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=changing_a_lesson&rev=1541093699&do=diff Changing a Lesson To change the details a lesson, first view the lesson by clicking on it in the lesson sheet to select it. The white box on the left now shows information about the selected lesson. Each item, excluding the student and the appointment made time, can be clicked to change its value. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=changing_studio_information&rev=1541093699&do=diff Changing Studio Information and Configuration From the opening screen of the program, select Setup. You will be taken to the setup page. From there, click on the address that appears in the top left of the topmost box. This will bring you to the configuration screen. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=changing_users&rev=1541093699&do=diff Giving Users Access to the Program To add, change, and delete users that can sign in to Simple Appointments, click “Setup” on the program's opening screen. Click the name of a user in the list to make a change or click “Add a New User” to add a user. The user information form appears. If you are changing a user, it will already be filled with the user's settings. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=components&rev=1541093699&do=diff Components of Simple Appointments Simple Appointments requires several different programs to be installed on your computer to allow it to accept connections from other computers, print directly from a page to a Dymo printer, back up all information to Simple Appointment's server, and automatically update with new features and bug fixes. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=confirming_a_lesson&rev=1541093699&do=diff Confirming a Lesson Confirming a lesson tells the staff that some follow-up contact with the student has been made and the student has confirmed his or her lesson time. To mark a lesson confirmed, select the lesson, then click the “Unconfirmed” link in the left side box. Select an alternate confirmation time or simply press Save to set it confirmed at the current date and time. The date and time of confirmation is saved for the lesson and shown in the left side box. Confirmed lessons also have … text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=deleting_an_enrollment&rev=1541093699&do=diff Deleting an Enrollment To delete an enrollment from the system, click the red X beside the enrollment where it is listed on this page. In order for an enrollment to be deleted, no payments can be recorded on the enrollment. :!: Enrollments are used to calculate numbers on weekly franchise reports. If you delete an enrollment after the franchise report has been printed, the numbers in your Simple Appointments software will not match. If the enrollment has any chance of having been included on a… text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=departments&rev=1541093699&do=diff Departments I: Guest or sample lessons that are 30 minutes in length and are not charged any units. II: The first 4 introductory lessons, 45 minutes in length and charged 1 unit per 45 minutes. III: The first enrollment beyond 4 introductory lessons. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=dns&rev=1541093699&do=diff When a student does not show up for a lesson, the lesson should still be verified. If you want the student to be charged for the units, simply mark it as verified as usual. If you do not want the student to be charged, verify the lesson at 0 units. In either case you should also add text/html 2025-01-27T18:52:12-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=dymo_printer&rev=1738021932&do=diff Dymo Label Printer Simple Appointments has been integrated to work with the Dymo LabelWriter 450 Turbo. With the Dymo installed, you can print payment receipts and lesson slips with a single click. The paper is Dymo 30270 Receipt Paper - 300ft roll After installing the Dymo software, you must download and run DirectPrint on the computer the Dymo is connected to. The first time you click on a lesson slip in Simple Appointments, tell your web browser to always open .saa files automatically wit… text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=edit_summary_of_studio_business_report&rev=1541093699&do=diff Editing the Summary of Studio Business Report On the Franchise Reports page, there is a form titled “Edit Studio Business Report”. Enter the 4 digit year and the Week # (1-53) of the report you want to edit (you can find the Week # in the top right of the report). Click text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=editing_enrollments&rev=1541093699&do=diff Click the edit icon next to an enrollment to edit that enrollment. These are the values you can change: Instructor for the Sale Choose the staff that will be credited with this sale. This selection directly affects the staff performance report. Executive text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=editing_payments&rev=1541093699&do=diff Editing Payments You can only edit payments that are not marked as paid. If you want to edit a payment that is marked as paid you must first mark it as not paid. Mark a Payment as Not Paid :!: Payments marked as paid are used to calculate numbers on text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=entering_a_cancellation&rev=1541093699&do=diff Entering a Cancellation Enter a cancellation when a student does not complete his or her enrollment; this is reported on the weekly sales reports. :!: Entering a cancellation will not automatically adjust the student's payments. Because there are different ways that you might want to change payments after a cancellation, payments must be modified manually. See text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=entering_a_payment&rev=1541093699&do=diff Entering a Payment When a student makes a payment, it must be entered into the system. Two types of payments can be recorded: unit payments (which also include non-unit payments for lessons) and miscellaneous payments, which are for competitions and other special events. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=entering_a_proposal&rev=1541093699&do=diff Entering a Proposal Enter a proposal when a particular enrollment is offered to a student, but the student has not yet enrolled. Doing so makes a record of what arrangement was offered to the student and it records a “try”, which is reported on the text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=entering_a_refund&rev=1541093699&do=diff Entering a Refund When money is given back to a student, it must be recorded in the system. Note that a refund will not lower the amount that a student owes the studio -- only a Cancellation can do that. A refund lowers the amount that the student has paid to the studio. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=entering_an_enrollment&rev=1541093699&do=diff Entering an Enrollment When a student purchases or agrees to purchase a number of units, an enrollment must be entered. This enrollment allows the program to track the use of units by the student and their related costs. Enrollment information is also vital to creating the weekly performance and sales reports. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=entering_search_criteria&rev=1541093699&do=diff Entering Search Criteia When specifying search criteria, enter dates in m/d/y format and times in hour:min am/pm format. Numeric or date ranges can be specified with a dash. A value followed by a dash like “10/1/2007-” will search for records higher than the given value. Likewise a value preceded by a dash like text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=finding_a_lesson&rev=1541093699&do=diff Finding a Lesson When adding a new lesson or when a lesson is selected, the bottom-left of the page will show a “Find Lessons” link. By clicking this link, you can see the number of upcoming lessons scheduled for that student. Click on this link to see a list of the upcoming lessons. Clicking on a lesson in the list will immediately jump to and select that lesson. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=finding_enrollments_and_payments&rev=1541093699&do=diff Finding Enrollments and Payments To find or create a report on enrollments, proposals, or payments, click “Find Payments” on the program's opening page. At first, this page will list any payments that are currently overdue, but the boxes at the top of the page can be used to search for any combination of enrollments and payments. Use the check boxes to select what types of entries to search, then enter your desired search criteria into the boxes and press the Find button to list the results. Se… text/html 2019-03-15T10:15:04-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=first_steps&rev=1552659304&do=diff First Steps Once your Simple Appointments program has been installed, you will need to perform these steps to get it ready to use. Change Studio Information and Configuration Set up your studio's information, and configure the options to your studio's needs. See text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=generate_or_view&rev=1541093699&do=diff Generating vs. Viewing Franchise Reports For the Weekly Royalty Report and the Staff Performance Report, the “Generate” and “View” buttons have the same effect. The report is generated from lesson and enrollment data, then displayed. For the Summary of Studio Business Report, however, the two buttons perform differently. The text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=gift_certificates&rev=1541093699&do=diff Handling Gift Certificates When a gift certificate is sold, the studio which sells it should enter it as a 0 unit enrollment for the person who bought it. When the certificate is used it should be entered by the redeeming studio as a $0 enrollment for the appropriate number of lessons, with the section marked as text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=guests&rev=1541093699&do=diff When a student brings a guest along for a free class, the guest should be recorded as an inquiry. Under the Guest of field, choose the student who brought the guest. This will ensure that the guest is reported on the Staff Performace franchise report. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=hardware_requirements&rev=1541093699&do=diff Hardware Recommendations While Simple Appointments can run on nearly any computer with 200 MB of free space, we recommend the following minimums to ensure the best performance. Internet Access Simple Appointments requires an always-on Internet connection, such as Cable or DSL, with the text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=lesson_sheet&rev=1541093699&do=diff The Lesson Sheet The main page of Simple Appointments is a lesson sheet grid with the times of the day going down and the staff names across the top. Signing in will always go to the current day, but clicking a date on the calendar in the top-left will immediately show the lesson sheet for that day. On the calendar, the day shown in the lesson sheet is highlighted in red. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=lesson_slip&rev=1541093699&do=diff Printing a Lesson Slip Whenever a student is selected on the lesson sheet, either through the Quick Find box or by clicking on one of that student's lessons, you can use a Dymo printer to print a lesson slip for that student. Simply click the Print Lesson Slip link below the lesson details box, and the lesson slip will be printed. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=lessons_taught&rev=1541093699&do=diff Details regarding lessons and units reported from Simple Appointments Staff Performance Report Total units. No students in (). 0 unit sample lessons are not included. Group lessons are not included, since they are in (). Verified lessons. Sunday through Saturday. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=levels&rev=1541093699&do=diff Levels Sample (I) - Guest or sample lessons that are 30 minutes in length and do not use any units Beginner (II) - The first 4 introductory lessons, 45 minutes in length and charged 1 unit per 45 minutes Social (III) - The first enrollment beyond 4 introductory lessons text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=loan_payments&rev=1541093699&do=diff Loan Payments If the studio uses third party financing on enrollments, there are additional unit payment options. If a student has had any loan enrollments entered (see Entering an Enrollment), three new columns will show on the payments table. Student Paid Date Column text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=log_an_inquiry_or_guest&rev=1541093699&do=diff Log an Inquiry or Guest Inquiries such as telephone calls, drop-ins, and guests of other students are reported on the Summary of Studio Business report, so must be entered into the system. Click “Inquiries” on the program's opening page. This lists all inquiries and guests logged in the past 30 days. To list the entire history, click text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=look_up_student_information&rev=1541093699&do=diff Look Up Student Information There are a number of places in the program that information about a student can be found. Some of the information is repeated, other information can only be found in one place. Lesson Sheet On the main page lesson sheet, whenever a lesson is selected or a new lesson is being added, pieces of information for the selected student are shown on the left side of the page, below the white box with lesson details. These show the current status of the student, regardless… text/html 2025-01-27T18:52:12-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=opening_the_program&rev=1738021932&do=diff Opening the Program To access the Simple Appointments system, open a web browser such as Google Chrome or FireFox on any Internet-connected computer or device and, in the address bar, type the address of your Simple Appointments installation and press Enter. The address is simpleappointments.com/?? where ?? is the 2 letter code for your studio. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=printing_a_lesson_slip&rev=1541093699&do=diff Printing a Lesson Slip Simply click “Print Lesson Slip” in the bottom-left of the page. The lesson slip lists all (up to a preset limit) future scheduled appointments for the student, along with the date, time, and instructor for each. If you want to change the maximum number of lessons per slip, the printed address, and other program settings, see text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=printing_a_receipt&rev=1541093699&do=diff Printing a Receipt If you have a Dymo printer, you can print a payment receipt with a single click. After a payment is marked as paid, the “Edit” link to the left of the payment turns into a “Print” link. Click the print link to print the receipt. Table of Contents text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=quick_find&rev=1541093699&do=diff The Student Quick Finder The Quick Find box is located on lesson sheet page just below the calendar. It provides very quick access to any active student. Simply start typing in the box, and a list of students whose names match what you type will pop up. The more you type, the smaller the list will become. Any part of the student's first or last name can be used text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=reconciling_payments&rev=1541093699&do=diff Reconciling Payments If you enter cancellation directly, or indirectly through refinancing, you must reconcile the student's payments with the amount they now owe. Because there are different ways you might want to modify the payments, the payments are not changed when you enter the enrollment, and must be modified manually. This is done from the text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=reminders&rev=1541093699&do=diff Reminders Setting up Reminders You can set up automatic email reminders for students in two different ways. In the user details page (see Change Student Information or Add a New Student), you can set a default reminder time that will be applied to all new lessons for that student. From that page you can also enter the student's email address or text message address that will be used to send the reminder, and specify whether to remind by Email or by Text Message Email. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=remove_an_inactive_student&rev=1541093699&do=diff Remove an Inactive Student When a student permanently (or for a long term) ceases to take lessons, a step should be taken to remove them from the list of active students. Follow the instructions in Change Student Information on viewing student details. Then uncheck the “ text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=removing_an_instructor&rev=1541093699&do=diff Removing an Instructor View an instructor by clicking “Setup” from the program's opening screen, then clicking on the instructor's name. If an instructor is accidentally added and should be permanently deleted, click “Delete this Instructor” text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=scaling_down_the_lesson_sheet&rev=1541093699&do=diff Scaling Down the Lesson Sheet If the lesson sheet too big for the page, and you have to scroll down to see the end of the day, there are 2 things you can try. First, make sure that lesson card notes for the page are not too long. Lesson Card Notes of more than a word or two will make the lesson box and consequentially the lesson sheet bigger. Use the Notes field for longer notes. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=scheduling_a_lesson&rev=1541093699&do=diff Scheduling a Lesson To schedule new lesson, select a student using the Quick Find box just below the calendar. The box on the left side of the page now shows the details of the lesson to be added: duration (length) of the lesson, reminder for the student, notes, and lesson card notes. text/html 2025-01-27T18:52:12-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=searching_change_history&rev=1738021932&do=diff Searching Change History To view a complete history of changes made to a lesson, inquiry, enrollment, address, or payment (since 11/16/2018): Click on a lesson. Click Lesson Changes. Use the form to search other changes by user, date range, and more. Even lessons that have been deleted can be seen when searching. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=setting_instructor_hours&rev=1541093699&do=diff Setting Instructor Hours To change the hours of lesson availability for an instructor, view the instructor page by clicking “Setup” from the program's opening screen, then clicking on the instructor's name. You can also get to this page by clicking the blue H next to the instructor's name on the text/html 2025-01-27T18:52:12-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=start&rev=1738021932&do=diff SimpleWiki Welcome to SimpleWiki, a Wiki help system for Simple Appointments. You are encouraged to edit these pages and add your own insights or tips. You can edit any page by clicking the Show Pagesource button, or one of the Edit buttons for each section on a page with multiple sections. Formatting and links can be added using the toolbar, or by following these text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=student_form_fields&rev=1541093699&do=diff Filling the Student Form Whether you are adding a new student, or changing an existing student, use these guidelines for making your entries. Student Information Display Name This is the name that will be shown on the lesson sheet. Because of limited room and to promote easy viewing, it is recommended that only the first or last name be used here, as long as doing so will not be ambiguous. When selecting a student to schedule a lesson, the whole first and last name are displayed for ease of … text/html 2018-11-16T13:43:44-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=table_of_contents&rev=1542393824&do=diff Starting Off * Opening the Program * First Steps Configuration * Changing Users * Changing Studio Configuration Lessons * The Lesson Sheet * The Student Quick Finder * Scheduling a Lesson * Viewing a Lesson * Changing a Lesson * Confirming a Lesson * Verifying a Lesson * Recording Attendance * Canceling a Lesson * Finding a Lesson Enrollments and Payments * Log an Inquiry or Guest * Viewing Student Finances * Entering a Proposal * Entering an Enrollment… text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=text_messages&rev=1541093699&do=diff Send Text Message Reminders to Students In addition to emailing, Simple Appointments can send text messages right to student's phones! Most cell phone carriers provide an email address that you can send mail to that will then be relayed to the corresponding phone. Here are the most popular providers (phonenumber is the 10 digit phonenumber): text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=the_backup_server&rev=1541093699&do=diff The Backup Server As part of the Simple Appointments server, a redundant backup of Simple Appointments is provided for use when the primary Simple Appointments server is unavailable or destroyed. Some caution must be employed when using this backup, however. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=tooltips&rev=1541093699&do=diff Tooltips Many of the links in Simple Appointments will give you useful information, or tell you what they do if you hover the mouse over them for a second. The lessons on the lesson sheet have particularly useful tooltips that can give you lesson notes, the student's next payment due date, and how many classes the student has remaining, all without having to open the lesson. Hover over different parts of the text in the lesson box to see these tooltips. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=translating_simple_appointments&rev=1541093699&do=diff Translating Simple Appointments Getting Ready Before you can translate Simple Appointments, your user must be set to a language other than English, if it is not already. See Changing Studio Information to change the default language for new users, or Changing Users to change the language for individual users. Changes to your own user do not take effect until the next login, so if you change your own language, close the program and log back in at this point. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=upgrade_a_student_s_third_sample_lesson&rev=1541093699&do=diff Upgrade a Student's Third Sample Lesson At some studios, students with a guest enrollment (3 units, $25) have their last 30 minute lesson upgraded to a 45 minute lesson, if they buy a level II enrollment. To achieve this, enter the enrollment as 5 units instead of 4 units. If the third 30 minute guest lesson has already been placed, delete it. Then, place a lesson for the student (in the same slot as the deleted lesson, if there was one). The lesson should be marked as the student's first le… text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=verifying_a_lesson&rev=1541093699&do=diff Verifying a Lesson Every lesson must be verified to tell the program that the lesson actually took place and should be charged to the student and recorded for reports. Any lessons that are not verified, but whose start time has passed, are shown on the lesson sheet with a yellow background and a check mark icon. This serves as a notification that the lessons should be verified if they took place. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=view_a_lesson_card&rev=1541093699&do=diff View a Lesson Card The lesson card is a printer friendly report listing the enrollments, payments, and lessons for a student. View the lesson card by clicking the “Lesson Card” link on the student's financial page. The lesson card provides a useful countdown of the number of units a student has remaining after each lesson taken. If text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=view_a_lesson_summary&rev=1541093699&do=diff View a Lesson Summary The lesson summary allows an executive to view lesson and financial information in an almost limitless variety of ways. This report can easily reveal otherwise unknown trends and statistics, finding out where portions of income are being generated. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=view_franchise_reports&rev=1541093699&do=diff View Franchise Reports You can access the franchise reports by clicking “Franchise Reports” from the program's opening page. Then choose Choose “Summary of Studio Business Report”, “Weekly Royalty Report”, or “Staff Performance Report text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=view_the_instructors_report&rev=1541093699&do=diff The Instructors This Week Report The instructors report includes a page for each active instructor. This page lists the active and inactive students for which that instructor is the primary instructor. It includes valuable lesson and payment information for the instructors and executives to review on a regular basis. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=viewing_a_lesson&rev=1541093699&do=diff Viewing a Lesson To view the details of a lesson, click on the student's name or other text on the lesson sheet. The lesson changes to a red background and the box on the left lists all the details of the selected lesson, including start and end time, student reminder, units charged, the dates and times the lesson was made, confirmed, and verified, and the lesson and lesson card notes. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=viewing_student_finances&rev=1541093699&do=diff Viewing Student Finances To view a student's finances, that student must be selected on the lesson sheet page. Either click on a lesson for that student, or use the Quick Find to select the student's name. Below the white lesson details box on the left side, there is a link that indicates how many units the student has remaining. Click this link to view the student's finances. text/html 2018-11-01T13:34:59-0400 Anonymous (anonymous@undisclosed.example.com) https://www.simpleappointments.com/wiki/doku.php?id=voiding_a_payment&rev=1541093699&do=diff Deleting a Payment If you want to delete a payment, it must not have been paid yet. If it was paid, you must first mark it not paid. Click the edit link next to the payment that you want to delete, and at the bottom of the form that comes up click