Release 7.7.001

2023-01-11

Release 7.7.001

We've introduced a couple of new features for viewing clients and appointments.

The clients screen lets you view only archived clients
The appointments screen lets you sort by appointment status

Release 7.6.016

2022-07-11

Release 7.6.016

In this release we've removed old features that are no longer relevant, re-arranged options to match the new video tutorials and made adjustments to some screens.

The most noticeable change for some users will be the Did Not Attend item in the Appointments Menu. This has been moved from the Confirmation Status to the Attendance Status menu areas.

The reason for the change is to clarify that Confirmation Status is the prediction of whether a client will attend the appointment or if the appointment has been cancelled.

The Attendance Status is the actual record of the client's attendance. It can also used to mark when a client is in a waiting room or active in the appointment.

The Account Code now appears on the bottom-right of the screen
New clients now must have at least a first or last name
Client screen now shows 2 pie charts separating out attendance from confirmations
Some fields on the User edit dialog box have been removed
The "instructional reminder" option has been removed as we now use a more advanced scheduling framework
The Resource Screen has a new button to add optional Available Times to resources
The delete button has been removed from the Appointments screen. Delete can still be found in the Appointments Menu
Removing the ability to add Recall appointments from the Appointments screen
Removed "Hisorical DNA" as a confirmation status

Release 7.6.008

2021-10-02

Release 7.6.008

A new filter has been added when viewing appointments. Now you can filter by appointment type.

Release 7.6.006

2021-08-05

Release 7.6.006

Some changes in the group appointment screen

Bug fix: sometimes the Change Confirmation Status option failed to change the client's status
Clients of the group appointment are now ordered alphabetically
Each row has a drop down menu to quickly change the confirmation status

Release 7.6.005

2021-08-02

Release 7.6.005

portal.diarybook.com is a new DiaryBook portal designed for mobile and tablet users. Full client and appointment management abilities with some added features

A universal search bar at the top lets you easily find clients and appointments
Search results for clients show their last and next appointment times
Each appointment has an activity log to see a history of changes

Some changes in how to access DiaryBook

When a new user is added they are emailed a link to validate their profile
New users set their own passwords using the link before accessing DiaryBook
Mobile phone users are redirected to the mobile-friendly DiaryBook portal

The compose screen no longer has email and fax options

Release 7.6.000

2021-05-05

Release 7.6.000

We've introduced Client Archiving. You can archive a client as a way to remove the client from your lists while retaining the client record and appointment history on the account.

Admins have the option of seeing archived clients in the Clients screen and unarchiving them.

Release 7.4.722

2021-03-03

Release 7.4.722

We've expanded DiaryBook's capabilities in sending appointment reminders. Reminders can be triggered in 1 of 3 ways

Days before an appointment (as before)
Hours before an appointment (new)
On the day appointment was made (new)

This provides organizations much greater flexibility in how they want to communicate with their clients.

Bug fix: when using the compose screen, clicking cancel will now clear previous selections.

Bug fix in v7.4.720

2021-01-21

January 2021

Bug fix introduced in a recent update - viewing more than one client tab was causing a conflict and was kicking users out.

Policy Change in v7.4.716

2020-10-31

October 2020

Recent updates have been about improving performance and fixing some pesky bugs. However, an important policy change has been put in to effect.

The change is that appointments will require one more clients to be selected. Most users will be unaffected by this policy change.

If you have been making appointments in order to block out times we recommend that you use Blocked Times feature to do this.

The reason for the change is to improve DiaryBook's ability to monitor the quality of its service by clarifying the users' intent when entering data which in turn helps us catch non-conformities.

As we continue to implement ISO 9001 quality management, we are finding more ways to ensure quality in our service and to bring even more benefits to our users.

Happy Halloween!

Release 7.4.712

2020-07-02

DiaryBook 7.4.712

New Attendance Status. We've added Contact Failed to indicate attempts have been made to make contact with a client but have not been successful

Optimizations: Improved methods of data retrieval for appointments, schedules and reminder settings.

Future Feature: Provisions made to introduce appointment reminders that can be sent hours rather than days before the appointment time.

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