Updated README

This commit is contained in:
ricky committed 2026-09-06 21:45:45 -04:00
1 parent 39f31cfb11
commit ee4327152d
1 file changed
+21 -1
+21 -1
View File
@@ -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
---