1.Navigate to Online Booking Access

2.Click the plus button

3.Enter the following information:

a.Email

b.Name

c.Password

d.Profile you want to create events for

4.Click the save button

1.Navigate to the Options screen

2.Navigate to Virtual Booking Options

3.Change the return email address to an email address within your organization.

4.Change the subject to your invitation email.

5.Change the body of the email.

a.We recommend that the email body start with the following text

1.Navigate to Profile Editor

2.Search for an existing profile

a.Enter the profile number or the profile name into the profile search i.Click the clients name from the drop down if you are entering the profile name ii.If entering the profile number click the refresh button b.Profile is displayed

3.Open the TR or FRZ module

4.Find the OB Access field

a.FRZ module

b.TR module

5.Set the OB Access Field to "Yes"

1.Navigate to Online Booking Access

2.Click the envelope button beside the person you would like to invite

3.An invitation email will be sent (Example below).

1.Navigate to the Home Page

2.Add the Action Grid widget if not already added

a.Right click on the screen b.Hover over “Add Widget” c.Click the widget you would like to add (ex. Action Grid)

3.Click the blue calendar beside the event you would like to accept.

4.If you plan to save the event

a.View the event details and confirm they are correct. b.Make any needed changes.

5.Save, Cancel, or Delete the event.

a.Changes you make will reflect on the client side.

1.Navigate to Event Editor

2.Set the date range to a date range that will include the event

3.Optional - Set the Profile Name or the Profile Number to narrow down the search

4.Optional - Set the Module to narrow down the search

5.Optional - Change the options to include Posted or Canceled events

6.Click the Search button

    7. Verify that the Online Booking Event is present.