Configuration Complete - Funeral Director View

 
  • The Funeral Director chooses New Booking.
     
  • The Deceased & Common Information tab opens to be completed by the Funeral Director.
     
  • The Funeral Director populates the page and once complete chooses Save & Proceed.
     
  • The Funeral Director is then presented with the Resource Appointments Screen. 
     
  • They confirm the service date and select a timeslot on the calendar for the chosen date. 
     
  • They then choose Save & Proceed.
     
  • The Funeral Director is presented with the Booking Summary and can review each of the tabs and edit any information if required. 
     
  • They then choose Submit & Close.
     
  • The system then confirms for the Funeral Director that their booking has been placed successfully.
     
    Click on the video below to watch how configuration looks to the Funeral Director.