Create system defaults


General:
  1. Click on System Manager/System Administration/System Preferences.
  2. General: Enter the URL of the demo client in the External and Internal URL fields.
  3. Select your system language
  4. Set the specifications for the appointment filter
  5. Click on Save


Appointment:
  1. Set the time zone
  2. Set if and when reminders are to be sent for the appointment
  3. Select which checklists to display when a guest arrives.
  4. Select which checklists to display when a guest leaves.
  5. Determine if appointments require approval
  6. Click Save


Set appointment notifications:
  1. Select whether notifications should be disabled. By default, this should be set to No.
  2. Sender Name: What should be displayed as the sender name? E.g. JAMES BMS (Visitor Management) or VMS (Visitor Management) for English clients.
  3. Enter the sender's e-mail here
  4. Should the real name of the sender be used?
  5. Global CC: Enter the e-mail addresses that are to be included in the CC.
  6. Click on Save


Create filter:
Create your own filters, e.g:
@today -> today
@week -> week
@+X -> today + X days
@-X -> today - X days

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