Cloud Appointment Book Basics

Open a web browser on your device (smartphone, tablet, or computer).
Go to pos.shortcutssoftware.com and log in with your Shortcuts Console username and password.

Upon logging in, you'll be directed to the Appointment page and Operations Menu.

* Add the page to your favourites or home screen click here to find out how

If your account includes access to multiple sites, click your name in the top-right corner to switch sites.
A menu will display your current site name, with options to:
- Change your password
- Log out
- Switch sites

Then select the screen you would like to view - use the drop down icon to select more options under the Employee, Reports and Business settings.

The Cloud Appointment Book is similar to the Shortcuts Appointment Book, with:
- Individual employee columns
- Appointment times listed on the left
- A red line to indicate the current time

Selecting today's date at the bottom will bring up a calendar, allowing you to see the schedule for any day of your choice.
You can also use the arrow keys on either side of the date to view your schedule for previous or future days.

By default, your Appointment Book will be set to Day View.
You can switch between Day View and Week View to get a broader or narrower view of appointments ahead.
Access this setting by select the three dots in the lower left-hand corner, then selecting “Week View”. Follow the same instructions to switch back to “Day View”.
You can navigate between different days/weeks using the buttons at the bottom.

Click on the customer screen
To search for a customer, enter at least three characters of their name, phone number, or email.
Use the filter icon to refine your search (e.g., include inactive clients or search across all sites)

This guide provides essential steps to help you log into and navigate the Cloud Appointment Book efficiently. With a user-friendly layout, the system allows you to manage appointments across multiple sites, track customer information, and stay organized.