From ee4327152dfe95ded6fd178a833f6b540725af35 Mon Sep 17 00:00:00 2001 From: Rick Barrette Date: Sun, 6 Sep 2026 21:45:45 -0400 Subject: [PATCH] Updated README --- README.md | 24 ++++++++++++++++++++++-- 1 file changed, 22 insertions(+), 2 deletions(-) diff --git a/README.md b/README.md index 2477dab..378005b 100644 --- a/README.md +++ b/README.md @@ -82,8 +82,28 @@ Before using this plugin: ## Usage -Add appointments - +1. Managing Customer Appointments + * Viewing the Calendar: Navigate to the Customer Calendar tab within a project or via the top menu to view scheduled customer appointments. + * Adding Appointments: Click on available days on the calendar grid to schedule a new appointment (restricted by user permissions, working days, and configured holidays). + * Editing & Deleting: Existing appointments can be modified or removed directly from the calendar interface depending on user privileges. + * My Page Integration: Users can add the Upcoming Appointments block to their personal My Page dashboard to track their schedule at a glance. + +2. Holidays and Non-Working Days +Administrators can manage the holiday calendar to prevent appointments from being scheduled on non-working days. + * Go to Administration -> Holidays (or the corresponding holidays menu item). + * Fixed Holidays: Set specific dates (e.g., December 25th) that recur annually or apply to a single year. + * Dynamic Holidays: Configure rules for floating holidays (e.g., the 1st Monday of September). + * Validation: The system automatically blocks appointment creation on standard weekends, non-working days, and defined holidays. + +3. Permissions & Global Access +Appointment permissions are configured globally to apply system-wide: + 1. Navigate to Administration -> Roles and permissions. + 2. Scroll to the global permissions section. + 3. Assign the following permissions as needed based on user roles (such as Non-member or custom staff roles): + * View customer appointments + * Add customer appointments + * Edit customer appointments + * Delete customer appointments ---