General:
- Click on System Manager/System Administration/System Preferences.
- General: Enter the URL of the demo client in the External and Internal URL fields.
- Select your system language
- Set the specifications for the appointment filter
- Click on Save
Appointment:
- Set the time zone
- Set if and when reminders are to be sent for the appointment
- Select which checklists to display when a guest arrives.
- Select which checklists to display when a guest leaves.
- Determine if appointments require approval
- Click Save
Set appointment notifications:
- Select whether notifications should be disabled. By default, this should be set to No.
- Sender Name: What should be displayed as the sender name? E.g. JAMES BMS (Visitor Management) or VMS (Visitor Management) for English clients.
- Enter the sender's e-mail here
- Should the real name of the sender be used?
- Global CC: Enter the e-mail addresses that are to be included in the CC.
- Click on Save
Create filter:
Create your own filters, e.g:
@today -> today
@week -> week
@+X -> today + X days
@-X -> today - X days