Branch Manager

Account management
Does a specific store need help with the daily management of its appointment management or want to make changes to its local calendar settings? Would you like to view detailed live data of the respective store directly in the local calendar? Then just send an access request to the store owner. After the store owner has accepted it, you will automatically receive authorisation.

Account details
As soon as you want to have a closer look at a particular store, click on it within the overview list to get to the detailed store view. Here you can see and/or edit the contents for the respective location. In the detail view of the respective store, you can view all core information about your store (account ID, external ID, owner email, account address and assigned store address) and your account owner, which you defined when creating the account. If you want to change certain details such as the plan, description and tag you can edit them by clicking on the "pen" button.
IMPORTANT! Never change the BranchID. For all further details you need to log into the respective account directly and make the changes within this account. An update and synchronisation with the Branch Manager is carried out in real time.

Resources
You can directly see which resources are already created in the respective account, whether the respective resource can be booked online and how many bookings have been booked already for each of them.

Note: We as ZEISS cannot do this, if a customer gets a Branch Manager account, all this must be defined.

Services & groups
You can see at a glance which services are already created in the respective account and whether the respective services are online bookable. Without having to log into the local calendar directly, you can make changes for the respective services via the Branch Manager. Change service name, description, duration or colour in real time. Activate online payment, set the services to on-/offline or assign new resources to this service. If the service is no longer relevant, it can be deleted at any time.

Note: We as ZEISS can not do this, only if customers have an own Branch Manager account.

Statistics
For each store, you have real-time access to all relevant statistics. Either on a "lifetime" basis (= all statistics since day one the account was created) or monthly (= calculation is done overnight, always based on the previous weekday), you will always have an overview of e.g. the most on-/offline booked appointments, appointment changes and cancellations, top 10 services and resources, etc.

In order to add a new data field, first select the category in which your data field is to be added and click the ("+") button. When creating a new data field, first select a name and the category of the field. If you want your customer to enter information in the data field in a certain format, you can specify this with the option "Field type". You can choose between the following field types:
Address, Email, Phone number, Check box,  Date,  Multiple entries,  Text field (single or multiple line), Time zone

Furthermore, you can define for which assigned locations you want to add additional data fields – either to all your locations or only to some specific ones.
Depending on what information is requested, it is important to see all previous customer entries in a history or to be able to display only the most recent entry. You can now either save all data, e.g. for a booking history ("Keep copies of the data") or display and save only the latest entry ("Overwrite data").

IMPORTANT!: Please note that you must include all the additional Data fields that you create in your own data privacy policy and link them to your booking settings in order to be data compliant! Please be very careful with additional data that you collect for other reasons than the booking process.

When you have to assign a global (group) service to the data field, you also have the option to select "All" services.

IMPORTANT!: Global data fields can only be assigned to global services. So before being able to assign data fields to a specific service you need to create global (group) services via the BM.
  

Finally, you can activate the data field so that it appears in the customer database and can be filled out. In this section, you can further specify whether the customer field is mandatory or optional to be filled out – either internally and/or by your customers when activating it for online booking, so that your customer canalready enter data online during the booking process. If you activate the field for online booking, you can now choose whether the field should be displayed before or after the customer has submitted his data or logged in.

Check the box "Mandatory booking field" if you need the customer to fill in this field to finish his booking.

Don't forget to save all entries at the end below.

IMPORTANT!: Please note that you must include all the additional Data Fields that you create in your own data privacy policy and link them to your booking settings in order to be data compliance! Please be very careful with additional data that you collect for other reasons then the booking process.

You can see the status of the data field from the colours on the left side of each field.
GREY - the data field is neither published in the customer database nor activated for online booking.
YELLOW - the data field is available in the customer database, but not activated for online booking.
GREEN - the data field is activated in the customer database as well as available for online booking.

IMPORTANT!: Please note that you must include all the additional data fields that you create in your own data privacy policy and link them to your booking settings in order to be data compliant! Please be very careful with additional data that you collect for reasons other than the booking process.