The Enterprise Management Console
Everything you need to know about your new Enterprise Management Console
37 articles
Console Overview & Access
General information around the new Enterprise Management Console
- What is the Enterprise Management Console?We've released our most powerful feature yet - a brand new console for multi-account control.
- How to log in to the consoleLearn how to access the new Enterprise Management Console (EMC).
- How to reset your passwordThis guide provides a quick way to regain access to your account using the console.
- What is a blueprint?Console blueprints are templates you can deploy across all of your Appointedd accounts.
- When I log into the console I don't see any blueprintsThe console and the back office operate separately, so you'll need to create blueprints to connect them.
Console Calendar
How to manage your bookings and control your calendar features
- How to select accounts and calendars to view appointmentsLearn how to filter your calendar view to show bookings from specific stores.
- How to control your date range and calendar viewsSwitch between view formats and understand how the date you pick affects what you see.
- How to manage bookingsLearn how to view and manage bookings from your calendar, including marking them as arrived, complete and cancelling (rescheduling and rebooking coming soon!)
- How to create bookingsLearn how to create bookings in your console (coming soon!)
Console Virtual Queue
How to create and manage a virtual queue
- Virtual Queue Management: What is it? [BETA]Virtual queue management lets customers hold a place in line without physically standing in one. Learn how to set it up for your business with Appointedd.
- How to create a virtual queueThis guide covers how to create, view and edit a virtual queue
- How to join a virtual queue (customer view)This guide covers the flow a customer sees when joining a virtual queue via a QR code or Queue URL
- How to view and manage a live virtual queueThis guide covers how a business views and manages customers once they've joined a virtual queue
Console Associations
How to associate existing services and resources to blueprints
Console Services
How to create and manage your service blueprints
- How to create a service blueprintCreating your new services to appear accounts multiple accounts
- How to edit a service blueprintLearn how to edit a service through its blueprint
- How to delete a service blueprintLearn how to delete your service blueprint
- How to disassociate a service blueprintLearn how to remove your blueprint from the console but preserve the service
Console Resources
How to create and manage your resource blueprints
- How to create a resource blueprintCreating your new resources to appear accounts multiple accounts
- How to edit a resource blueprintLearn how to edit a resource through its blueprint
- How to delete a resource blueprintLearn how to delete your resource blueprint
- How to disassociate a resourceLearn how to remove your blueprint from the console but preserve the resource
Console Scheduling & Availability
How to create and manage your schedule blueprints and availability
- How to create a schedule blueprint and open hours across all accountsLearn how to set your opening hours across all your accounts
- How to update a schedule blueprint and amend the hoursLearn how to update your schedule bueprint to change opening hours or amend patterns.
- How to delete or disassociate a schedule blueprintLearn how to remove a schedule blueprint from resources and services while keeping existing data, or delete it permanently across the console.
- How to create a schedule blueprint and close off hours across all accountsLearn how to close off your opening hours across all your accounts
- How to manage availability across all storesThis guide covers the Availability Management page - where schedules (working hours, unavailability, one-off exceptions) are set up for resources and services across stores/accounts.
Console Communications
How to create and manage your communication blueprints
- How to create a communication blueprintLearn how to create email blueprints and apply them across multiple accounts.
- How to edit a communication blueprintHow to make changes to a deployed communication blueprint in your console.
- How to delete or disassociate a communication blueprintLearn how to remove an email template from accounts while keeping existing data, or delete it permanently.
Console Users
How to create and manage your users
- How to add new users to accountsAdministrators can add new users within the console from the Administrator page.
- How to add existing users to accountsAdministrators can give existing users access to additional accounts from their user profile.
- How to delete a user from one or more accountsAdministrators can either remove a user from a single account or delete them from within console entirely.
- How to delete a user from all accountsAdministrators can either remove a user from a single account or delete them from within the console entirely.
- How to configure SAML SSO for a brand new accountYou can enable and configure SAML SSO to allow users to login via this route only.
- How to configure SAML SSO for additional accountsYou can add your existing SAML SSO configuration to other accounts, to allow users to login via SAML SSO.