Service Booking & Appointment Management

Section I.              Introduction

1.  The Lesson Booking and appointment manage module helps users(teacher) to schedule one-on-one appointments with other users(students). Teacher specify the periods during which he/she is available to offer service. The students then book themselves into one of the available timeslots.

2.   Totally three important parts: Course Manage; Scheduler; and Lesson manage.

3.   All the time related to this module, both parties will use his LOCAL time zone: If the teacher and the student located in different time zone, the same lesson will shows different time for the teacher and the student.

Section II.           About Courses

We use the module "Boonex Store" as a "course module". All the pages related to courses are all based on Boonex Store.

一、             Course add and edit

Everything is the same as the default feature in Boonex store except for this:

replace the red box of this picture:

With the picture below:

二、             Course list view

Main, Manage, Pending Approval, My Store(My Products) , we call them "Course List" page. Course List: everything is the same with the default theme except for the change in red text.

 三、             Course detail page View

The difference from the default theme is clarified in red box.

(一)Course Detail Page---view as a student

1.         Insert the "Price" info and "For members" just below the Tag; The price is counted in "Points"; For members: This means the course is allowed for members only. Teacher can set this in "add product" page.

2.         Insert the BOOKING button in the Actions block;

(二)Course Detail Page---view as the owner or admin

There should have a small icon before "Price:100"; 

Please replace "Price:100" with "Price:100 Points" ;

There should have a small icon before "For Members";  

Please  replace "For Members" with "For: ".

The value after "For:" is set when add a product. This is to control members who can book time slot related to this product.

Section III.         Lesson Home--Left-Top

一、              [lesson _setting.php]--1

二、              [lesson_slots_manage.php]--2

without slots. Click Add Slots, go to next page.

(一) [lesson_slots_manage_add_slots.php]--3

1.    Days period select: Minimum one day, maximum 60 days.

2.    Days select: Minimum one day.

3.    Time span select: Minimum one hour. Hour range can roll over 00:00

4.    Time slots setting: duration disallow to edit by the teacher. it will be set in the admin area.

5.    Make slots: click make slots, slots will be made. but with status "off". The slot creating procedure will continue even if there are some other slots on the way. Those old slots may be destroyed after the creation. The slots in lessons with status: unconfirmed and upcoming" will NOT be destroyed.

(二)[lesson_slots_manage.php]--2

Click "Enable all", all the slots in this page will be "ON";

Click "Disable all", all the slots in this page will be "off";

Click the green icon to control the slot's status. on or off.

(三)Delete slots:

My unused slots: slots cannot for booking, slots in lessons with status: closed and canceled.

All my slots: not including the slots in lessons with status: unconfirmed and upcoming.

After click delete, there should have a result page. result about the delete action.

Section IV.          [lesson_home.php]--4

1.         The line with lesson ID, need use the same style as a product title. Click this line will go to lesson detail page.

2.         The subject line, need use the same style as a product description.

3.         This page is viewable to the owner only.

4.         There are four blocks: Unconfirmed; Upcoming; Canceled and Closed. The order of the blocks: unconfirmed on the top, then upcoming, closed, finally canceled. The order with the same status: ordering by the time in the slots. the latest on the top.

5.         The icons of teacher and student are the same as that in lesson detail page. Click the icon, go to profile page.

一、             Lesson Home--lesson detail page

Blocks introduction--in the left column:

A.       Basic Info block

B.        Avatar block: The avatar should the same as the avatar in the page "People". Click the icon, go to profile page.

Please replace the "share" in the actions block with "Back to Lessons".

1.          [lesson_detail_unconfirmed.php] --5--student's side

2.          [lesson_detail_unconfirmed.php] --teacher's side

  When a slot is booked, there will have a new lesson in the "unconfirmed" block.

  If the teacher did not accept within 12 hours, the lesson will be canceled automatic.

  If the teacher did accept within 12 hours, the lesson will be upcoming.

3.          [lesson_detail_upcoming.php]--6

  Upcoming lesson is locked. If either party want to change the appointment time, they can handle it by themselves only.

  If it is later than the appointment time, the lesson status will changed to closed.

4.          [lesson_detail_closed_canceled.php]--7

The structure of closed lessons is the same as that of canceled lessons.

Section V.              Lesson Booking Steps

一、             Lesson Booking

(一)  Course select

1.         Go to teacher's profile page, can see a block named "My Products" (also in teacher's store).

2.         Go to "Course view" (product view) page.

3.         Click "Booking" button in the Actions block, Go to "slots selecting".

(二)   [lesson_booking_slots_selecting.php]--8

1.         Click the radio icon to select it, click again to unselect it.

2.         Can select multi slots one time. must select at least one time slot.

3.         Click "Next", go to "IM Selecting". at this moment, the selected slots will be occupied. Cannot be booked again by others.

(三)   [lesson_booking_IM_selecting.php]---9

1.         "Communication tool", this means the communication tools the teacher already set in  [lesson _setting.php]

2.         If the student select a communication tool, let's say Skype as example , and fill in his own Skype account. then, the student's Skype account need be stored in database. Next time when the student booking a lesson from a teacher (even different teacher), if the teacher already set his Skype account in [lesson _setting.php], When the student select Skype from the teacher's "Communication Tool", his Skype account (already stored in database) will appear automatic in "Your Account". If the student want to change his Skype account to a new one, he can change the default Skype Account, and after he click next, his Skype account (stored in database) will be update to the new one.

3.         Both "Communication tool" and "your account" with red star. If the student didn't select or fill his own communicate account. When click "next", we handle this the same way as that when add a product in Boonex Store.

4.         If the student did not successfully go to "booking_comfirm_page.php", but quit the booking, the selected slots need to release, and if it is possible, will be available to book by others.

(四)  [lesson_booking_confirm.php]---10

When click yes, then:

if points enough for the lesson, will go to [lesson_booking_confirm_success.php],

If points not enough for the lesson, will go to [lesson_booking_confirm_failure.php]

(五)  [lesson_booking_confirm_success.php]--11

(六)  [lesson_booking_confirm_failure.php]--12

Section VI.         Notifications (mail templates)

1.         Template 1: a lesson is booked.

recipient: the teacher + the student

subject: a lesson is booked.

Body: Dear Nickname, + Other information

2.         Template 2: a lesson is canceled.

recipient: the teacher + the student

subject: a lesson is canceled.

Body: Dear Nickname, + Other information

3.         Template 3: a lesson is accepted.

recipient: the teacher + the student

subject: a lesson is accepted.

Body: Dear Nickname, + Other information

4.         Template 4: lesson reminder

Regarding the lesson reminder, I need 24 hours, 12 hours, 2hours before the start time.

recipient: the teacher + the student

subject: a lesson is coming.

Body: Dear Nickname, + Other information

5.         Template 5: A lesson is closed

recipient: the teacher + the student

subject: a lesson is closed.

Body: Dear Nickname, + Other information

Section VII.       Settings in "Service System administration" page

The admin can change the value in parameter.

Booking time parameter: Minimum hours in advance from the appointment time. default value 24 hours. This parameter also control minimum hours in advance for a teacher to set slots.

Accept parameter: Maximum hours from the slot is booked for the teacher to accept the lesson. default value: 12 hours.

Slots duration parameter: default calue: 55 minutes.

membership level settings

set members with which membership levels (multi levels) can offer service.

Section VIII.    points changing circumstances

Transaction record is stored in the page [lesson_home.php];

we use points as virtual money in our system (Global points system 2.0).

On user side, the points records about lesson booking is stored in: [ /m/aqb_points/history]

On admin side, all users' points records including lesson booking is stored in

[/m/aqb_points/administration/]

1.         If you booked a lesson from a teacher. you will have a points record like this:

  Action name: You booked a lesson from Nickname

  Number of points : the lesson price, subtracted.

2.         If you booked a lesson from a teacher. when the teacher canceled it. you will have a points record like this:

  Action name: Nickname canceled your lesson.

  Number of points : the lesson price, earned.

3.         If a student booked a lesson from you. and you accept the lesson, you will have a points record like this:

  Action name: You accept a lesson from Nickname

  Number of points : the lesson price, earned

Section IX.         Pages should in page builder

1.         [lesson _setting.php]--1

2.         [lesson_slots_manage.php]--2

3.         [lesson_slots_manage_add_slots.php]--3

4.         [lesson_home.php]--4

5.         [lesson_detail_unconfirmed.php] --5

6.         [lesson_detail_upcoming.php]--6

7.         [lesson_detail_closed_canceled.php]--7

8.         [lesson_booking_slots_selecting.php]--8

9.         [lesson_booking_IM_selecting.php]---9

10.     [lesson_booking_confirm.php]---10

11.     [lesson_booking_confirm_success.php]--11

12.     [lesson_booking_confirm_failure.php]--12

Section X.            Other introduction

Blocks:

  The blocks with red text "Static Content", I will create and manage them by myself.

  Upcoming lessons block, and "Unconfirmed lessons block" should in the page builder. I need to put this block in the profile page.

Install and settings: The module should like other modules in the Boonex market, easy to install even for amateur .

UV (VI)

Our web is using Boonex template EVO.

When handling about the pages, text, button, or link, Please use default style to make them looks compatible with the whole website.

Post-sale service and technical support

1.         Minimum one year;

2.         Offer Post-sale service and technical support on Boonex forum

3.         During your working days, response less than 48 hours.

Total price and Payment

1.         total price:1290 US dollars.

2.         50% before you start to work on it.

3.         the other 50% will send to you within 3 days after testing OK.

About the Booking steps, please check this: www.moodle.org/plugins/mod_scheduler