CTL Confirm-IT - Manual (Page 5)

Introduction
Confirm-IT User’s Guide
1
INTRODUCTION
Overview
Confirm-IT is a multi-featured calendar based application that includes an
Appointment Scheduler and Customer Database Manager. It also
automatically sends Voice, Email and Text Message appointment reminders to
customers with scheduled appointments. Customers receiving a phone call “voice
reminder” may be given the option to interact by pressing a dial pad digit to
confirm, cancel and/or reschedule their appointment. Confirm-IT’s graphical
appointment calendar has selectable views that efficiently display your staff’s
scheduled appointments. Customizable colors for each of your services allow
for easy viewing. Confirm-IT’s searchable database replaces manual
appointment books and automates the process of appointment reminders.
Various reports include employee activity, service revenue totals and call out
results.
Figure 1 Confirm-IT Calendar with 8 Service Providers In Single Day View
GETTING STARTED, “The Basics”
Assumptions
After the software has been installed on the Confirm-IT user’s computer by
clicking on Start and then clicking on Programs, Confirm-IT will be shown in the
Programs menu. Click on Confirm-IT to start the application.
NOTE: The very first time Confirm-IT is started, an installation Wizard presents
a series of setup screens that guide you through the initial configuration. General
information such as passwords, company work hours, staff member names, types
of services provided and callout appointment reminder scheduling etc are entered