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1. Unassigned 0 Unassigned Ow Asswgned 0c Assigned 09 Click on Try It Now Unassigned OG Unassigned 0 and more FREE to sign up Assigned 00 Assigned 03 Unassigned Assigned 02 Who will benefit from this 2 Service Appointment Scheduling Made Easy v Cleaning Services thelulu com helps service providers like you manage your service v Home Tuition appointment with your customers effectively V Massage Service thelulu com provides an end to end solution from appointment creation V Medical Officers until billing Computer Services You can easily track your upcoming customers to serve unassigned V Dispatch Delivery appointments attended appointments for billing and payment to be collected The best part is you can use the same system to generate invoices or bills for selected service appointments that have been attended Figure 1 Landing Page User Manual TheLulu com Service Appointment Scheduling Made Easy 4 After clicking Login you can click Here to sign up refer to Figure 2 thelulu com Features Pricing Contact tous 3 EIL 2 Password Login Click on to sign up Click here if you have forgotten your passvygg Don t have an account Sign Up Here A Copyright 2010 Origine IT About thelulu cam Features User Guide Payment Method Terms Privacy Contact Us Figure 2 Login or Sign
2. 4 Click on the to add new appointment you will see Figure 10 5 Enter appointment details refer to Figure 10a Figure 10e User Manual TheLulu com Service Appointment Scheduling Made Easy Click on the calendar to TEM intr I select start date Exi m Save S Delete D Close D 5 6 7 amp g 11 os we 1 3 19 20 21 22 28 24 25 RR 26 27 28 29 POR 2 amp 2 E Click to select start date on the calendar Staff List Figure 10a New Appointment New intment x Click to show start Save S Delete D 9 Close time Click to show end time Repeat Events Staff List Figure 10b New Appointment 10 User Manual TheLulu com Service Appointment Scheduling Made Easy New Appointment Savel Deli led Save S Dele Click to check the box if the Enter the customer name to search the existing customer in customer list For new customer enter the name of the customer Select and click to choose customer from the list Figure 10c New Appointment E New Appointment Enter the location of iz Save S Delete D 9 Close appointment Best Solution Sdn Bhd Location No 1 Jalan Bahagia 3 Taman Bahagia 55 PJ Remark Every alla 4 Week On Click to select how many week s to repeat an appointment Sun Mon Tue ua m Click to select the day of appointment can select
3. USER MANUAL THE LULU Version 0 1 ORIGINE IT SDN BHD DEC 2010 TheLulu com Service Appointment Scheduling Made Easy NO 1 0 2 0 3 0 4 0 5 0 6 0 7 0 8 0 9 0 10 0 12 0 13 0 14 0 15 0 16 0 TABLE OF CONTENTS CONTENT Sign Up Login Reset Password Home Create New Appointment and Assign Job Display All Appointments Create New Staff Create New Customer Create New User Create New Skill Change User Access Create Invoice Show Invoice Pay Invoice Report 15 1 Report of Staff s Appointment 15 2 Report of Customer s Details 15 3 Report of Invoice s Details Edit Update Profiles 16 1 Edit Update Company Profile 16 2 Edit Update User Profile User Manual PAGE 14 15 17 19 20 21 22 25 26 29 29 30 31 35 35 37 TheLulu com Service Appointment Scheduling Made Easy 1 0 SIGN UP Description Sign up is only applicable for person in charge admin for the first time using of the system Step 1 Open browser 2 Search for thelulu com you will see Figure 1 3 You can click on Try It Now Free to sign it up free SQ thelulu com Online App Yo Law x iniuucom Type thelulu com tis Suggested Sites J Web Slice Gallery al Win32 OLE Excel Ch to reac h us m Validate number ps Table Cells Row an Help Table Meta CJ Other bookmar Home Features Pricing Contact tScheduling Appoint t Aler Try It Now FREE
4. Service Appointment Scheduling Made Easy 10 0 CREATE NEW SKILL Description Create new skill which enable user to assign the newly added skill to staff and give their rating on it Step 1 Click on Setting tab refer to Figure 19 2 Select and click the Skill 3 Click on the to add new skill you will see Figure 20 Click on the Select and click Setting tab on the Skill Welcome Jeslyn last login date 29 Oct 2010 11 02 39 Sh EN Home AssignJob Appointment Customer Skill List 2 a Baby Sitter Click on the to add new skill Figure 19 Skill Page 4 Enter the details of new skill refer to Figure 20 The descriptions of Skill Description and Skill Rating Description can be empty 5 Click W button xcellent Clean Details Skill Enter the name of Maintenance new skill Skill Maintenance Enter the Skill Description Clean toilet Enter the name of description of skill rating xcellent Normal Rating 3 Clean different Clean normal Description Enter the kind of toilet toilet not 2 electrical or high description of tech rating Figure 20 Create Edit Skill Page User Manual 20 TheLulu com Service Appointment Scheduling Made Easy 11 0 CHANGE USER ACCESS Description Change the access right of different user module In this example customer can only view the information but cannot edit delete and add the infor
5. Bhd Tel 03 38291842 11 0 2010 09 00 11 Dec 2010 10 00 PD a ae ee S Click on the Create Invoice icon 4 Genius Sdn Bhd Tel 03 38291038 18 Dec 2010 00 09 18 Dec 2010 00 10 1 Staff 02 Dec 2010 09 00 12 Feb 2010 10 00 2 Staff 07 Dec 2010 09 00 12 Jul 2010 10 00 2 Staff 09 Dec 2010 09 00 12 Sep 2010 10 00 2 Staff Figure 22a Unbilled Appointment Page 4 A pop up window with the details of invoice will be shown refer to Figure 22b 5 Enter the days of term reference number remark and edit the amount of bills if needed 6 Click on Save button to generate the invoice 22 User Manual TheLulu com Service Appointment Scheduling Made Easy _ Invoice m Save S 0 Close Customer Best Solution Sdn Bhd MN Invoice Date 19 Dec 2010 zx Enter the term days Term Total Amount RM Ref Mo Remark Appointments Change the amount of bill if needed Figure 22b Unbilled Appointment Page 7 If invoice created successfully a pop up box with Invoice successfully created message will be shown refer to Figure 22c The page at http localhast 49401 says 1 Invoice successfully created Figure 22c Pop Up Box 23 User Manual TheLulu com Service Appointment Scheduling Made Easy 8 Invoice will be shown refer to Figure 22d 9 Invoice can be paid by clicking Pay Now button refer to Figure 22d The ful
6. TheLulu com Service Appointment Scheduling Made Easy 8 You can add appointment s by clicking the in Customer View and Staff View refer to Figure 11a and Figure 11b respectively Boe welcome Chin Yee last login date 7 12 2011 11 26 08 Feedback Home Appointment Customer Irnvoece Report Logout Customer View Click on the to add new appointment Search Customer 4 2 gt 55 Ae agppentiment umd for th flJan z011 11 00 00 Q7 Jan z011 03 00 00 Assigned 29 Dec 2010 01 00 00 29 Dec 2010 01 30 00 ont 01 Jan 2011 01 00 00 01 Jan 2011 01 30 00 05 Jan 2011 01 00 00 05 Jan 2011 01 30 00 Jone 08 Jan 2011 01 00 00 08 Jan 2011 01 30 00 Assigned Figure 11a Customer View for Appointments Origine rr welcome Chin Yee lasl login dale G Jani 2001 11 24 55 e m amp Home Assign Job Appointment Stall Customer Staff View Choose an Appointment Dato Rl L 13 03 Best Solution Sdn zin Figure 11b Staff View for Appointments 13 User Manual TheLulu com Service Appointment Scheduling Made Easy 6 0 DISPLAY ALL APPOINTMENTS Description Display all the appointments unassigned assigned done of the company Step 1 Click on Appointment tab You will see Figure 12 t 73 2 Click lt and gt button to select previous month and a month later refer to Figu
7. of address DOMA State Enter state of address aya 2 3 PJ Price Figure 16 Create Edit Customer s Details Page User Manual 18 TheLulu com Service Appointment Scheduling Made Easy 9 0 CREATE NEW USER Descriptions Create new user who can access and use this system such as manager Supervisor admin Step 1 Click on Setting tab refer to Figure 17 2 Select and click on the User 3 Click on the to add new user you will see Figure 18 Click on the Setting tab Select and click on the User Welcome Jeslyn last login date 28 Oct 2010 18 59 32 gt NEP Home Assign Job Appointment Staff Customer Click on the to add new user Figure 17 User Page 4 Enter the details of new user refer to Figure 18 5 Click V button Login DateTime User Type admin Email asa aa com Status Enter the name of new user CreateEditUser X Lum Yu Xi lumYuXi aera ees lum_yu_xi qmail com CreateEditUser User Type ad new user Login DateTime User Type su 1 Select the user level of Login DateTime User Type m Figure 18 Create Edit User Page user level Different user level has different authorities in using the system For example normal user can read the appointment but cannot add new user while the admin user has all the authority for all activities in this system 19 User Manual TheLulu com
8. s Details button has been clicked the page will direct to Sales Report 3 Select Start Date End Date and click Show button to display the sales within the selected period refer to Figure 27 4 Select the format of report which you want it to be exported and click Export refer to Figure 27 31 User Manual TheLulu com Service Appointment Scheduling Made Easy Click Show button to choose date range 28 Nov 2010 1 2011 erga aeons Excel Acrobat PDF file Origine IT Click to select the format that you want to export for the sales report Sales Report From 28 Nov 2010 To 01 Feb 2011 n Summary Total Sales Quantity 2 No of Appointment 2 sales Amount RM 400 00 Sales breakdown by Cash sales Quantity 0 No of Appointment 0 Sales Amount RM 0 00 Figure 27 Sales Report 32 User Manual TheLulu com Service Appointment Scheduling Made Easy 15 3 b Collection Report Description Summary of collection which show the payments which had been collected from the customers Step 1 Click on Invoice s Details button to display invoices details refer to Figure 25 2 As soon as Invoice s Details button has been clicked the page will direct to Sales Report 3 Click on the Collection Report button to direct the page to Collection Report page 4 Select Start Date End Date and click Show button to display the coll
9. the usage of free package The amount RM 200 month or RM 400 month Pay by Cash Pay by Cheque Pay by Maybank2U Please change your password immediately after log in for the security purpose For any question or feedback please do not hestitate to contact us Y our sincerely suppornti thelulu com Figure 5 Email which Contains Password User Manual TheLulu com Service Appointment Scheduling Made Easy 2 0 LOGIN Description Login to use the service Step 1 Click the Login bar refer to Figure 6 Home Features Pricing Try It Now FREE Appointment Alert Service skill focused Built in Invoicing features Business Performance reports pt 14 ical Unassigned Ozi Unassigned 0 13 Unassigned i dd and more Assigned 09 Figure 6 Login Bar 2 Enter email address and given password in email which is sent by then click Login button refer to Figure 7 Customer 5ign In Home Features Pricing Contact 4 cylum origineit com Enter email address Password dee Enter password Click button Click Login button Copyright 2010 Origine IT About thelulu Features User Guide Payment Method Terms Privacy Contact Us Figure 7 Login Page User Manual TheLulu com Service Appointment Scheduling Made Easy 3 0 RESET PASSWORD Description If you have forgotten your password for login Step 1 Click here at the logi
10. 14b Create Edit Staff Page 16 User Manual TheLulu com Service Appointment Scheduling Made Easy 8 0 CREATE NEW CUSTOMER Descriptions Create new customer Step 1 Click on Customer tab You will see Figure 15 2 Click on the to add new customer Click on the Customer tab Welcome Jeslyn last login date 1 Nov 2010 09 00 45 24m AssignJob Appointment Staff Customers List FE n n Fl n 5 n 5 AB amp Co Corporate Services 12 Click the to ET ose Address 32 jalan pju 12 33 taman jay add new customer Remarks Last service date 9 2 2010 11 59 00 R a Dubash Oil amp Gas Pvt Ltd Last service date 9 10 2010 11 59 00 PM Contact 4423424 Status Address 32 jalan pju 12 33 taman jaya 2 3 PJ Price Remarks Figure 15 Customer Page 17 User Manual TheLulu com Service Appointment Scheduling Made Easy 3 Enter customer s details refer to Figure 16 CreateEditCust X Contact 2 3 PJ Enter name of new customer AY Price Best Solutions Sdn B Enter contact number of new amp 03 79571979 customer SOMES Effective From 23 09 2010 Select the 10 11 2010 10 11 2012 Select the end date of start date of Remark contract s effectiveness contract s Enter Remarks if anv effectiveness Enter price of contract No 24B Jalan Bahagia Contact 5519 aya 2 3 PJ Price a Petaling Jaya Enter area
11. Service Appointment Scheduling Made Easy Vv Figure 31 Company Profile Pop Up Window 6 An updated successfully message will be shown refer to Figure 32 i amp The page at thelulu com says LX a Update profile Success Figure 32 Company Profile Update Successfully Message 36 User Manual TheLulu com Service Appointment Scheduling Made Easy 16 2 EDIT UPDATE USER PROFILE Description Edit Update user information in user profile Step 1 Click on the user name or photo above the Home tab refer to Figure 30 2 Edit the information which wanted to be updated refer to Figure 33 3 Click V to save the changes refer to Figure 33 User Profile x ContactNo2 Edit Password Figure 33 User Profile Pop Up Window 4 An update successfully message will be shown refer to Figure 34 OK Figure 32 User Profile Update Successfully Message 37 User Manual
12. Up Page 5 Enter your name email address and name of company as well as select the package u want to sign up then click Sign Up button refer to Figure 3 Features Pricing Contact m ES em Name Chin Vow Enter your name cylum origineiy com Enter your email address Origine IT Enter your company name Click the package you want to sign up Click Sign Up button fe Copyright 2010 Origine IT About thelulu com Features User Guide Payment Method Terms Privacy Contact Us Figure 3 Sign Up Page User Manual TheLulu com Service Appointment Scheduling Made Easy 6 If you successfully sign up a pop up box will appear and prompt you to check your email and get the password to login refer to Figure 4 You have successfully created a company profile Please check your email to get the password in order to login thelulu com Figure 4 Pop Up Box when Sign Up Successfully 7 Go to your mailbox and get the password from the email sent by support thelulu com refer to Figure 5 Welcome to thelulu inbox x supporn thelulu com to me show details 12 37 25 minutes ago v Dear value customer Thanks for signing up to package of thelulu com please login using the credential below and enjoy scheduling User cylum origineit com Please proceed to payment to enjoy the full feature of basic pro package while you still can enjoy
13. anual TheLulu com Service Appointment Scheduling Made Easy 2 A pop up invoice window will be displayed refer to Figure 24b 3 Click Pay button to pay the invoice Invoice it 102 115 Click to pay invoice i Pa View ww Delete 0 Close Customer Best Solution Sdn Bhd Invoice Date Term Payment Mode Total Amount RM Ref Remark Appointments Figure 24b Invoice Pop Up Window 4 be displayed refer to Figure 24c The page at http localhost 64640 says 1 Invoice have been paid OK Figure 24c Successful Invoice Payment Pop Up Message User Manual If the invoice is successfully paid a pop up window which indicates successful payment will 27 m TheLulu com Service Appointment Scheduling Made Easy 5 The receipt of the invoice will be displayed refer to Figure 24d YuXi Comp Receipt 00000001 al 2 Click Print to print 123456789 987654321 the invoice s receipt 111 pj Date 19 Dec 2010 Best Solution Sdn Bhd 03 38291842 17 12 2011 Reference No A 0014001 Term 15 days Remark Payment Mode Cash Invoice No 400000005 Amount RM4000 00 Figure 24d Receipt of Paid Invoice 28 User Manual TheLulu com Service Appointment Scheduling Made Easy 15 0 REPORT Description Summary of various business activities 15 1 Report of Staff s Appointment Description Summary of appoi
14. e to show all invoices Figure 23a Invoice Page 4 Click on the Show Unpaid Only to display all the unpaid invoices of all customers refer to Figure 23b AE EM EP 5 XEM AssignJob Appointment Staff Customer Settings Report Logout This page only show latest 3 months invoice to view all invoice for a customer click Show All Invoice Unbilled Appointment Search Invoice Ref No Customer Click Show Unpaid Only button to display only unpaid invoices 00000003 19 Dec 2010 RM100 00 00000004 18 Dec 2010 RM100 00 invoice Date Invoice Amount i b Invoice Number b _ Invoice Status Figure 23b Invoice Page 25 User Manual TheLulu com Service Appointment Scheduling Made Easy 14 0 PAY INVOICE Description Change the invoice payment status when customer pays the invoice Step 1 Click on invoice bar which customer want to pay refer to Figure 24a Welcome yuxi last login date 18 Dec 2010 03 50 34 PE AssignJob Appointment Staff Customer Settings Logout Unbilled Appointment Invoice Click on the invoice bar 4 Best Solution Sdn Bhd Tel 03 38291842 00000003 19 Dec 2010 RM100 00 Unpaid 18 Dec 2010 RM100 00 Unpaid 4 Genius Sdn Bhd Tel 03 38291038 which status is Unpaid Show All Invoice Show All Invoice 19 Dec 2010 RM100 00 Unpaid 00000001 18 Dec 2010 RM100 00 Unpaid Figure 24 Pay Invoice 26 User M
15. ection within the selected period refer to Figure 28 5 Select the format of report which you want it to be exported and click Export refer to Figure 28 Click Show button to choose date range 28 Nov 2010 1 Feb 2011 TRRRRRERERREHSHHEERENEHSEHERERRHEERENERSEEERENERERERRRRN Origine IT Click to select the format that you want to export for the collection report From 28 Nov 2010 To 01 Feb 2011 m Summary Total No of Collection Collection Amount RM 0 00 Collection breakdown by Cash No of Collection Collection Amount RM 0 00 Figure 28 Collection Report 33 User Manual TheLulu com Service Appointment Scheduling Made Easy 15 3 c Uncollected Invoice Report Description Summary of uncollected invoice of the customers Step 1 Click on Invoice s Details button to display invoices details refer to Figure 25 2 As soon as Invoice s Details button has been clicked the page will direct to Sales Report 3 Click on the Uncollected Invoice Report button to direct the page to Uncollected Invoice Report page 4 Select Start Date End Date and click Show button to display uncollected invoice s within the selected period refer to Figure 29 5 Check Show box to display all the uncollected invoice s within the selected period refer to Figure 29 6 Select the format of report which you want it t
16. isplay customers details refer to Figure 25 2 Click to select a format which the report will be exported to refer to Figure 26 Click to select the format that you want to export for the report of customers details Select a format Excel robat PDF file Origine IT Name AhChiu Restaurant Baby Shop Best Solution Sdn Bhd Customer Name How ru Gift Shop Mashi Maro Origine IT Sdn Bhd Santa Clause Sdn Bhd spend Your Time 5562 Mall Waka Comp Contact1 423567342 03 79571978 03 79571978 safasdf 03 38291038 012 3456788 03 79571979 03 12345678 603 12345678 06 123456878 adscasef Contact wertyul ert 012 3456789 ertyfg wertyul Report generated by Chin Yee On 06 Jan 2011 17 24 23 User Manual 121 00 120 00 100 00 100 00 123 00 100 00 100 00 40 0 500 500 100 Figure 26 Report of Customers Details Address AhChiu Restaurant njklkkm 17A Jalan 19 3 46300 17A Jalan 19 3 46300 How ru Gift Shop Mashi Mara 42B Jalan 19 3 46300 Santa Clause Spend Your Time comp 552 Mall 17A Jalan 19 3 46300 30 TheLulu com Service Appointment Scheduling Made Easy 15 3 Report of Invoice s Details Description Summary of invoices details 15 3 a Sales Report Description Summary of sales report Step 1 Click on Invoice s Details button to display invoices details refer to Figure 25 2 As soon as Invoice
17. l process of payment will be explained further in Figure 23 10 Invoice can be printed by clicking Print 11 Invoice can be closed by clicking Close Pay Now u Click on the Close to close the invoice windo YuXi Comp la ete INVOICE 00000006 Click on 123456789 987654321 111 Date 19 Dec 2010 Print button to print Sdn Bhd 03 38291038 30 06 2012 Click on Pay T Reference No A104000100 Now button Tau Di dew to pav invoice Remark Details 02 Dec 2010 09 00 12 Feb 2010 10 00 2000 00 09 Dec 2010 09 00 12 Sep 2010 10 00 2000 00 Figure 22d Invoice 24 User Manual TheLulu com Service Appointment Scheduling Made Easy 13 0 SHOW INVOICE Description Check the invoices of customers Step 1 Click on Invoice tab refer to Figure 23a 2 Click on Invoice button to show the latest three months invoices of customers 3 Click on the Show All Invoice to show all the invoices of the customer regardless invoice date amount and invoice payment status iis m ain 18 0 2010 03 50 34 Click on the Click on the Invoice button N Invoice tab Assign Job This page only show latest 3 months invoice to view all invoice for a customer click Show All Invoice Unbilled Appointment Search Invoice Ref Wyte Invoice details will display 00000004 18 Dec 2010 RM100 00 al 00000001 18 Dec 2010 RM100 00 Click on the Show All Invoic
18. mation Step 1 Click on Setting tab refer to Figure 21 2 Select and click on the User Access 3 Click on the select module that wants to edit 4 Click on the to change it to X and vice versa 5 After click the in the Access Right to change it to X the customer cannot view the information Click on the Setting tab Select and click on the User Access Welcome Jeslyn last login date 29 Oct 2010 11 55 26 gt EE 4 AssignJob Appointment Staff Customer T Logout Module Access Right View Edit Click to select module Click the elete that wants to edit ada V to change it to X and Vice versa Module Access Right pepon sere Edit Figure 21 User Access Page 21 User Manual TheLulu com Service Appointment Scheduling Made Easy 12 0 CREATE INVOICE Description Create invoice to customer which can include multiple unpaid bills Step 1 Click on Invoice tab the unbilled appointment will be displayed refer to Figure 22a 2 Click on Unbilled Appointment bar that customer want to include in an invoice 3 Click on Create Invoice icon Welcome yuxi last login date 19 Dec 2010 13 57 56 Click on the St Invoice tab gt 4 E AssignJob Ap Settings Report Logout Unbilled Appointment Click on the unbilled appointment bar to select bill s in an invoice 4 Best Solution Sdn
19. ment s details will be shown Figure 9a Home Page Select and click on the Home tab if select from other page Ji p Cleaning Service welcome Jeslyn last login date 29 Oct 2010 12 45 05 Time of the x 2 Select and click on the appointment A date you want to show Name of Phone Number the appointment details custome of customer Status of Aadi Industries Ltd 4423424 i z U i d ib Aad tries Ltd 4423424 Unassigned nassigne Aaa Aviation Pvt Ltd T 4423424 Status of iip Address of PEPEE appointment Customer Assigned Figure 9b Home Page User Manual TheLulu com Service Appointment Scheduling Made Easy 5 0 CREATE NEW APPOINTMENT AND ASSIGN JOB Description Create appointment and assign job to staff Step 1 Click Assign Job tab you will see Figure 10 review Welcome last login date 6 Jan 2011 11 23 49 Feedback M Select and click on the Assign Job tab Home Assign Job Appointment Click on the to add new appointment Click on the Staff View to show appointments sorted Click on the Customer by staff View to show appointments sorted by customer Figure 10 Assign Job Page 2 You can click Customer View button to view the appointments sorted by customers names refer to Figure 11a 3 You can click Staff View button to view the appointments sorted by staffs names refer to Figure 11b
20. multiple day 1 5 Jan 2011 8 Jan 2011 12 Jan 2011 15 Jan 2011 19 Jan 2011 22 Jan 8 Jan 2011 Total Service Dates 29 Dec 2010 1 2 2 2011 26 201 Figure 10d New Appointment 11 User Manual TheLulu com Service Appointment Scheduling Made Easy Click Save S to save New Appointment appointment 57 7 Delete D Close 29 Dec 2010 E 13 00 29 0 2010 E All Day Event Best Solution Sdn Bhd Location No 1 Jalan Bahagia 3 Taman Bahagia 552 Contact 3 79571978 Remark Customeris allergic to dust staff must able to use acuum to clean up the room Repeat Events Staff List Chan Ying Ying Chong Hip Seng smi Nurhiday Click Staff List to select Click to staff s select staff Figure 10e New Appointment 6 Enter the start date and end date at the Choose an appointment date and click OK button to list all the appointments during the specified period refer to Figure 10f 7 Click to select the Unassigned Appointment to assign staff for the appointment refer to Figure 10f p Pa Feedback b E qu E r t Assn M THU TFT Custer Invoice SeLlings Repurl 2WDeclZ010 F 1zJen Z011 Click OK button to choose the appointment date Je LOM Click to select the Unassigned Appointment to assign staff for the appointment Figure 10f New Appointment 12 User Manual
21. n page which is below the Login button refer to Figure 4 You will see Figure 7 2 Enter email address then click Reset Password refer to Figure 8 Reset Password x thelulu com cu cylum origineit com Reset Password ae Click Reset Password button Figure 8 Reset Password 3 An email will be sent to the given email address Check the password in the email for login refer to Figure 5 User Manual TheLulu com Service Appointment Scheduling Made Easy 4 0 HOME Description It will show the appointments summary of the 7 days and appointment s details on that day automatically Step 1 After login you will come to Home page refer to Figure 9a 2 f you want to go Home page from other page click Home tab refer to Figure 9b 3 Select and click on the date you want to show the appointment details refer to Figure 9b After login page will be displayed Ti 7 Cleaning Service 9 Welcome Jeslyn d n oe Lem Appointment s details displayed Ms 9 ES according to the highligted date Today AssignJob Appointment Customer Settings Report Reminder 2010 1 Nov 00 00 Pvt He T 4423424 23 59 m Assigned Red Number show Green Number Grey Number the number of show the number of show the appointment that appointment that appointment not yet assign staff had assigned staff that had done Unassigned and Assigned appoint
22. ntments sorted by staff s name Step 1 Click on Report tab and you will see the appointments details will be shown refer to Figure 25 2 Select a date to view the appointments on the day and 6 days onwards refer to Figure 25 3 Print the report by clicking the printer icon refer to Figure 25 Vie connie last login date Jan 2011 15 58 54 Click Report tab poe Wh D rm Feedback H i Em cn E t Hume Appoinlmenl Skali Invoice Click OK button Click Customer s Details Click Invoice s Details button TI button to view customer s to view invoice s details DELE Petaling laya details Click printer icon to print rice the particular report Customer is allergic to dust stati must able to use Scuum to Petaling laya Lan Long higine IT Sdn Petaling laya Sululion 5011 Bhd Lh itine IT 52 Besl Solulium Sdri Eld Khang Iip Lao Es 12200 EHE Seng Petaling Izya PEHINI Fetalng laya Customer is allergic to dust stati must able to use scuum to Customer is sllergic to dust stet must able to use azuur cindy smith ft Figure 25 Report of Staffs Appointments 29 User Manual TheLulu com Service Appointment Scheduling Made Easy 15 2 Report of Customer s Details Description Summary of customers details Step 1 Click on Customer s Details button to d
23. o be exported and click Export refer to Figure 29 Click Show button to choose date range LA onc Check Show All oo Enim button to show all the CXCE Origine IT Acrobat PDF file uncollected invoices Click to select the format that you want to export for the uncollected invoice report From 28 Nov 2010 To 01 Feb 2011 Summary Total No of Uncollected Invoice 1 Uncollected Amount RM 200 00 Sales breakdown by Cash No of Uncollected Invoice 0 Uncollected Amount RM 0 00 Figure 29 Uncollected Invoice Report 34 User Manual TheLulu com Service Appointment Scheduling Made Easy 16 0 EDIT UPDATE PROFILES Description Edit or update company profile and user profile 16 1 EDIT UPDATE COMPANY PROFILE Description Edit Update company information in company profile Step 1 Click on the company name which is next to the company photo at the upper left refer to Figure 30 E pd Click company name to Click user name to edit ee edit company profile user profile Figure 30 Dashboard 2 Company Profile window will pop up refer to Figure 31 3 Edit the information which wanted to be updated 4 To update business operation hour click Edit business hour and select the start time and end time of your operation hour 5 Click V to save the changes refer to Figure 31 35 User Manual TheLulu com
24. re 12 3 Click any Unassigned Assigned or Done appointment bar to go to day view of appointment refer to Figure 12a Welcome Chin Yee Click on last login date 1 Nov 2010 10 38 31 M 5 Appointment tab Par ca e AssignJob Appointment Staff Customer Settings Report Logout Sd Click lt and gt button to select previous month and a month later My Appointment Refresh 4 p Mon Tue Wed Thu Nov 1 T a vum Click on the appointment bar to go to appointment s day view 15 Unassigned 0 Unassigned 0 Unassigned Ot Assigned 7 2011 Ll Staff Time 8 AM 9 AM 10 AM 11 AM 12 PM Ah Beng Origine IT Sdn Bhd Choose and click OK to select appointment date Ah Beng2 552 Mall Bosthon Ng How r u Gift Shop i Spend Your Time Chan Ying Ying Baby Shop Chew Beng Tim Baby Shop i Mashi 03 79571978 Chin Lu Yuan Origine Sdn Bhd kmlio Mashi Maro Chong Hip Seng Waka Waka Comp Cindy Smith How Gift Shg Mashi Maro Point to the appointment bar to Waka Waka Comp Kee Wa Har show the appointment s details 552 Mall Letchumi Origine IT Sdn Bhd Spend Your Time DI Im zm em T IET TCU Figure 12a Day View Appointment 14 User Manual 3 PM 4PM 3 PM 6 PM TheLulu com Service Appointmen
25. t Scheduling Made Easy 7 0 CREATE NEW STAFF Description Create a new staff Step 1 Click on Staff tab You will see Figure 13 2 Click on the to add new staff Click on the Staff tab Welcome Jeslyn last login date 29 Oct 2010 16 01 43 bac 2 J d a 27 B Home AssignJob Appointment Staff Customer Settings Report Staff List E A a Ali Baba Country afrikak Click on the ender male Passport number 123 Skill Clean Good to add new staff a baby Country US Gender female Passport number 123 Skill Baby Sitter No beat weak Cat feeding normal Figure 13 Staff Page 3 Enter staffs details refer to Figure 14a Figure 14b t Create Staff x Chan Ying Ying Enter name of new staff Enter countrv of new staff Gender Male Female Check gender of new staff Non muslim Enter remark of new staff Click on Skill List to Rate per hour RM Enter rate per hour of new staff select skills Skill List Cleaning Excellent Click on the Skill s name to select the skill CHO Baby sitter Profession Good B Norma Check to select ratings of skill Mo Figure 14a Create Edit Staff Page 15 User Manual TheLulu com Service Appointment Scheduling Made Easy Excellent Gooc co Scroll down to go to the end x Normal umber A123123 x GENE Passport umber 4123123 Figure

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