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Agency

Features Agency
Agency

Appointments

Day Grid

Provides sortable and filterable details for a given day with a small calendar provided to switch between dates.

Week

Displays appointments in a list format by week. Columns are filterable and sortable.

Month

Monthly Calendar showing daily volumes, quantities unappointed, and quick links to some appointments.

Day Visual

Displays appointments in a visual view by interpreter. See time marked off and clickable appointment bubbles.

Billing Period

Displays appointments in a list format by billing period. Columns are filterable and sortable.

Search

Search for appointments.

Unassigned

See a list of future appointments that are not appointed to an interpreter.

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Billing

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Consumers

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Customers

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Google Calendar

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Interpreters

Current Availability

Shows interpreters who have marked themselves available for last minute work.

Time Off

Review and modify time marked off by interpreters.

See All Interpreters

Another way to access the list of interpreters.

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Logs

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Message

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QuickBooks Online

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Reports

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Resources

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Settings

Agency

Settings - Agency

Agency Mailing Address

Agency mailing address shown in website footer.

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Settings - Appointment

Appointment Documents

Attach documents to appointments for vouchers, translations or any other needs.

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Settings - General

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Settings - My

Language

Set the default language of new appointments you create.

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Twilio

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Users

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Walkthroughs

Getting Started

This walkthrough is designed to help agencies who are new to our scheduling system.

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