Lexicon

Modified on Mon, 19 Oct 2020 at 09:52 AM

Lexicon

Account: This is the highest level. You can manage one or multiple Companies (or Locations) and Users from it.  


User: A User is anyone who can connect to the service (login; password; SSO) or has a calendar on their name. Each User can be granted a specific role and level of access and permission to the Account.


Company (or Location): A Company is defined by a company name, opening hours, logo, address, and phone number. 

  • A service-based company enables you to define staffs and associated services, along with resources required for each service.
  • A resource-based company only defines material resources to be booked online (eg: hotel rooms, rental service, restaurant tables).


Staff: Staff are the employees or teammates handling a service for an appointment with a client, and able to provide an access to the resource required for the service. The availability of a service depends on the staff's own calendar and optional resources.


Service: A service is a type of appointment given by a Staff member to one or more Contacts, maybe with one or more Resources. Examples: a 15-min haircut, a 30-min phone consultation, or even a 1-hour meeting.


Resource: Attached to a Service, a Resource can be a meeting room, seat, piece of equipment… anything required for a Service to be performed. For instance:

  • house visits that need both a real estate agent to be available (to attend the visit, which is the service), and the house to be available for visits (it's the resource).
  • beauty salons requiring material (resources) that limit the booking capacity whereas there are enough staff members to provide the service.


Widget: The Widget is the interface from where a Contact books an Appointment with a Company. 


Widget Fields: You can customize your booking Widget to taylor its behaviour to your needs. This will allow you to decide what data you capture when an appointment is booked.


Scheduling Process: The Scheduling Process let’s you change how people schedule appointments. 


Notifications: Notifications in regard to appointments are sent to your Contacts, Staff or yourself. For instance: texts or emails prior to appointments, customer feedbacks, and daily reminder activities. You can customize the Message Templates for your Notifications.


Contact: A Contact is someone registered into your CRM after an engagement (appointment, form filled, call tracking, click-to-call...). Contacts can be imported into your CRM using an excel file or the API.


CRM: This is your list of Contacts.


Reseller (or Partner): Someone who can create, configure and manage multiple Accounts from a dedicated console. Please contact Agendize should you have any questions about our Reseller/Partner Program.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article