Appointments

Purpose

This screen is part of the customer space: it lets a customer view their own appointments — when they take place, with whom, and where they stand.

Like Invoices, it is aimed at the customers you open access to the application for, not at the company's staff.

Not to be confused with the production Schedule

Production management → Schedule is an internal planning screen — not working in this version. The screen described here is the customer-side view of their own appointments.

Who can access this module?

The Client chapter depends on the Acces client right, set in Profiles. It is disabled by default in the side menu: only accounts holding that right see it appear.

Access

• Menu: Client → Appointments
• Address: /client-rdv
• Screen title: Rendez-vous du client

The appointment list

The screen presents a plain table, with no filter and no search.

Column	Content
Id	The appointment's internal identifier.
Date	The date, in dd/mm/yyyy format.
Heure	The start time.
Durée (min)	The duration expected, in minutes.
Client	The customer concerned.
Intervenant	The person conducting the appointment.
Etat	Planifié, En cours or Terminé.

The rows alternate between two background colours to make reading easier.

The three states

State	Meaning
Planifié	The appointment is scheduled, it has not started yet.
En cours	The appointment is taking place.
Terminé	The appointment has happened.

The screen shows the first 50 appointments

There is no pagination, no filter, no search, and no sorting by date: the list follows the records' internal order. Past and future appointments are therefore mixed together.

Check the time displayed

The time is presented on a 12-hour clock with no AM/PM indication: an appointment at 2.30 pm therefore displays as 02:30, just like one at 2.30 in the morning. If you have any doubt about a time, confirm it with the person you are dealing with.

Setting up customer access

The procedure is the same as for the invoices: create a profile carrying only the Acces client box, create the customer's account with that profile, then give them their credentials.

The three steps are set out in detail in Invoices.

Messages and troubleshooting

Situation	Message	What to do
The Client menu does not appear	—	The Acces client right is not granted to the account's profile.
The table is empty	No message	No appointment is attached, or the account is not linked to the right customer.
A recent appointment does not appear	—	The screen is limited to the first 50 appointments.
The time looks inconsistent	—	The display is on a 12-hour clock with no AM/PM: 02:30 may mean 2.30 pm.
The appointments are not in order	—	No sorting by date is applied.
A finished appointment still shows as Planifié	—	Its state has not been updated on the company side.
The session has expired	Automatic return to the sign-in screen	Sign in again.

Known limitations in this version

• The time is displayed on a 12-hour clock with no AM/PM: afternoon times are ambiguous.
• The screen is limited to the first 50 appointments, with no pagination and no search.
• No sorting by date: past and future appointments are mixed together.
• No filter by period or by state.
• The customer can neither request, nor move, nor cancel an appointment: the screen is view-only.
• No appointment detail: no subject, no place, no comment.
• No reminder and no notification as an appointment approaches.

See also

• Invoices — the other screen of the customer space.
• Profiles — the Acces client right.
• Users — creating the customer account.
• Signing in — access to the application.