- Designed to be used while on the phone with intuitive point and click screens and a minimum of typing
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- Secure access into the system using either Windows
authentication or specific User Name & password
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- Single or multi user system with each user
configured to perform one or more roles
(take bookings, process invoices, reporting or read only)
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- All dropdown lists easily configurable by an Administrator
type user
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- Create and Print contracts for Customer and/or Support Worker(s) - configurable option
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- Create and Print Advice Letters to any address
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- Cancel an appointment and calculate charge depending on configurable rules
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- Create and Print an Invoice for a Casual customer
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- Log Support Worker Invoice details
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- A small fee to begin using InterBook, then a
'Pay As You Use' arrangement going forward, with all updates, enhancements
and future versions being free. Hence, the cost of using
InterBook can be covered by a small increase in the administration
charge you set for each appointment.
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Capture Information such as: |
| | - Booking Date, Start Time (Finish Time is optional)
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| | - Customer (person or organisation paying)
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| | - Venue - address, map reference and contact names
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| | - Service(s) Required - configurable list which assists with support worker selection
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| | - Required specialism(s) - particular field of knowledge or experience that may assist with the appointment
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| | - Log any messages for the appointment received by Fax, Email, Minicom or Phone
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| | - Specific Reporting Information - Appointment created by Customer or Client, Staff Support appointment, Appointment Type (configurable list)
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Customer Information: |
| | - Customer Name and Address
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| | - Customer Type - Contract (charged in hours), Casual (charged in money)
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| | - Multiple Department details (if required)
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Client Information: |
| | - Title, Forename, Surname, Address and Gender
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| | - Contact Details (phone numbers, email addresses)
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| | - Age Band, Disability Type, Ethnic Origin
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| | - Client can be flagged as a Casual
Customer (allows a Client to book and pay for their own
appointments without the need to re-enter their details as a Customer)
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Venue Information: |
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| | - Contact Person Details (phone numbers, email addresses)
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Support Worker Information: |
| | - Title, Forename, Surname, Address and Gender
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| | - Support Worker Type:
- Unit (employed
by the Unit or Agency) - Freelance (paid on a per appointment
basis) - Both (may by employed part-time by unit and be available for freelance appointments at other times)
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| | - Specialism(s) - particular field of knowledge or experience
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| | - Categories - List of qualifications held by Support Worker (used to match Support Worker to an appointment's Required Service)
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