Adding Appointments in Kimoby

Sending your client an appointment reminder will help them. manage their schedule. By automating this simple task, you will decrease no-shows and allow clients to reschedule their appointments easily. Your staff will also save time by eliminating phone call reminders.

Note

If Kimoby is integrated with your DMS, all the appointment information from your DMS will automatically be synchronized in Kimoby.

Quick Links

Adding Appointments

Creating a New Appointment in Appointments

  1. Select the Appointments Sleep-Aug-16-2021-05-37-13-93-PM tab on the left hand side of your screen.
  2. Select New Appointment.
  3. Enter the customer's information.
  4. If needed, select the Attributes tab next to the Information tab. 
  5. Enter any specific details the customers may have told you when booking their appointment.
  6. Select Create appointment

Creating a New Appointment in Customers

  1. Select Customers Sleep-Aug-16-2021-05-35-13-90-PM on the left side of your screen.
  2. Select the customer's name. 
  3. Select New appointment under your customer's name.
  4. Choose the date, time, and duration of the appointment.
  5. Select Create appointment.

Importing Appointments in Kimoby

You can import a list of customers from an Excel sheet into Kimoby. However, make sure that your datasheet is clean before starting the import. Remove empty or extra rows and columns; verify that there's only one value per cell; and ensure there's no main title at the top of the datasheet, only the column titles.

Importing Appointments From the Appointments Section

Save your Excel sheet as .csv for better results.

  1. Select Appointments Sleep-Aug-16-2021-05-37-13-93-PM on the left hand side of your screen.
  2. Select Import Sleep (29)-1.
  3. Drag and drop your Excel sheet in the Import appointments box or click on browse your files.
  4. Select Create import.

Importing Appointments From the Imports Section

  1. Save your Excel sheet as .csv for better results.
  2. Select your name at the top right corner of your screen.
  3. Select Imports
  4. Select New Import.
  5. Drag and drop your Excel sheet in the Create an import box or click on browse your files
  6. Select Create import.

You'll receive an email confirmation once the import is complete.

Creating Your Import

Note

If the first row of your Excel sheet contains the main titles of your columns, select the checkbox at the top of your screen called First row is the column's header. Kimoby will use this information for titles and nos as customer information.

As soon as your import is created, you will be redirected to your import's page. You will need to identify and match your Excel file's information with Kimoby's attributes for all your columns. 

  1. Select on the Belongs to drop down menu on the right of each column.
  2. Choose the category for each column.
  3. Add a category by clicking on New string if the title of your column is not in the drop-down menu.
  4. Write the attribute's name in the box right under New string.
  5. You can skip a column in the drop-down menu by selecting Skip this column. Kimoby will then discard that information from your group. 
  6. Click on Import.

Fixing Errors in an Import

It is possible to fix errors during the import process rather than deleting and restarting your import.

  1. Select your name at the top right corner of your screen.
  2. Select Imports.
  3. Select New import to start the import.
  4. Drag and drop your Excel sheet in the Create an import box or click on browse your files to attach it from your computer files. 
  5. Wait for the import to be completed. 
  6. Select Create import.

As soon as you create your import, you will be redirected to your import's page.

You will need to identify and match your Excel file's information with Kimoby's attributes for all of your columns.

  1. Select the Belongs to drop-down menu on the right of every column.
  2. Choose the category of the information in each column.
  3. Select Import. While processing your import, Kimoby will detect any errors in your file in red, and you will be able to edit them. When fixed, each error will be displayed in green.
  4. Select Continue.