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Dashboard is the first thing you see when you log into Cuevox. It includes today's appointments sorted by start time as well as the ability to quickly add an appointment. Furthermore, administrators are able to quickly buy more credits in case it is needed. The image below shows a typical dashboard view.

An explanation of the numbers in the above image is below:

1. Side-action Bar. This contains the most up-to-date credits you have left on your account. Also you can quickly add an appointment or buy more credits
2. Selector between the different schedules. Changing this will automatically show you the appointments for today on that schedule. You can define the default schedule in Settings page
3. Color indicators that can visually tell you the status of the appointment
4. Action items per appointment to view, edit and even delete an appointment

To view the information of a certain appointment while using the dashboard, simply click on the icon . A dialog similar to the one below will appear where you can read all the info on this appointment. Notice the color coding next to each client so you can tell exactly who is showing up and who is not.

To edit the information of a certain appointment while using the dashboard, simply click on the icon . If the appointment has already finished you will will not be able to edit the contacts of the appointment as can be seen in the image below.

However if the appointment has not yet happened, then the appointment 3 step guide will appear with the data already filled in as show below.

To delete an appointment while using the dashboard, simply click on the icon . A pop-up like the one below will appear to check if you really wish to do that action.

Note that if the appointment has not yet ended, and the customers have been contacted and mentioned they are showing, then Cuevox will contact the clients again to inform them of the cancellation.

Calendar gives you a full view on what is going on in your schedule. Events are color coded so status can be identified visually. Furthermore, you can do all your appointment needs from here. Below is an image of a typical calendar page.

An explanation of the numbers in the above image is below:

1. Selector between the different schedules. You can define the default schedule in Settings page
2. Calendar icon will show a date-picker when clicked for quick jumping to specific date
3. Small arrows all for quick movement one week back and forth
4. Current day is color coded light yellow to visually differentiate from other days.

To create an appointment in the calendar, simply click and drag the mouse across the calendar to indicate the start and end time of the appointment. The image below shows how the color of the time slots change as you drag across them

Once you release the mouse, you are taken to the appointment guide with the date and time of the appointment already filled in.

To view an appointment in calendar, you simply need to click on the appointment and the below image will appear. Notice how you can quickly edit or delete the appointment by clicking on the appropriate button.

There is another way to edit appointment times in calendar and that is by simply dragging them around.

The appointment is the basis of Cuevox and accordingly it has been broken down into a set of simple steps. The same interface is used to both create new appointments and edit old ones. As mentioned previously, you can create an appointment either from the dashboard or the calendar.
The appointment setup is broken down into 4 easy steps which are explained in details below.

Step 1 - Set Time:
In this step, you will setup the date and time of the appointment as well as select the schedule and title of the appointment. Note that by default the schedule is your default schedule as set in your settings. Also note that the date and time are pre-filled for you if you create an appointment in the calendar

An explanation of the numbers in the above image is below:

1. Appointment Title: This is required but does not have to be unique
2. Appointment Schedule: By default is the one set in your settings page
3. Appointment Date: This automatically opens a datepicker for you. The format is of the form Sunday 27 Feb 2011.
4. Appointment Time: The hours and minutes boxes can be either filled by hand or a selection made from the small time picker that appears
5. Appointment Duration: You can set the duration of you meeting in terms of how many hours and minutes it will take. Like the appointment time, the boxes have small time pickers to help you in your selection

Step 2 - Add Clients:
In this step, you can choose as many clients as you wish for the appointment. You can either choose from returning clients or create a new client.

If you click the returning clients button, you will get the below dialog. Simply click on the checkbox of the clients you wish to add and then click "Add Selected" when you are done. Please note that you are able to use the same search shortcuts that are presented in the Contacts Overview tour.

If you click the New Client button, you will get the below dialog. You need to enter a proper formatted phone and email for your client. The client's name is not a requirement though.

Step 3 - Set Followup:
In this step you can choose what methods of followup you want to be used both in informing your clients and informing yourself. Also you will be able to choose the amount of times phone calls will be retried if no one picks up. Please note that all these use your defaults from the settings page

Step 4 - Verify:
In this step you are shown all your appointment details for quick verification as seen below. If everything is proper then simply click finish and you will be taken back to the page you came from

The contacts page allows you to quickly and easily manage the contacts.

An explanation of the numbers in the above image is below:

1. Search: The search box allows you to quickly search your contacts. You are able to use special characters like * to search for any number of characters. Note that this will search both name and email of clients
2. Sort: You can sort both emails and names either in ascending or descending orders.
3. Edit: By clicking on the edit icon you are able to edit the clients info.
4. Action Buttons: These action items discussed in the other subsections.

To import contacts, click on " Import Contacts " and the below dialog appears. Then simply choose the csv file, click okay and your contacts are imported.

The imported csv file needs to follow certain strict rules. Each row can be made of either 3 columns (i.e. has 2 commas) or 4 columns (i.e. has 3 commas) depending on whether adding a new client or updating an old one.
In either case, the first 3 columns are always the same and they are in the following order name, phone and email. The phone can only be numbers and the email needs to be a valid one. If any of the first 3 columns is not proper the whole client info is discarded.
In case you wish to update an existing client, place in the fourth column the client unique id which is a Cuevox ID. To get your client's unique ID you need to first export the data.

To export contacts, click on "Export Contacts". You will be prompted by your browser to save the csv file. No other action is required on your part.

To add a single contact, click on "Add Contact". You will be given the below dialog. As you can see this is the same dialog as the edit. Simply put the client details and click Done.

The settings page allows you to both set your defaults and to manage the messages used in the appointments. We will focus on the first part in this section and leave the other part for the other section.

The image below shows the typical defaults section

An explanation of the numbers in the above image is below:

1. Contact method: By setting these you set the default followup methods selected for clients each time you create an appointment
2. Feedback method: By setting these you set the default followup methods selected for clients each time you create an appointment
3. Appointment Duration: This is default duration of an appointment that is used in case you create a new appointment from the dashboard.
4. Reminder: This is default window before which a reminder is sent out.
5. Retry Phone: This is the default number of times the phone will be retried if your client does not pick up.
6. Schedule: This is the default schedule the appointment will be assigned to. Remember you view appointments in the dashboard and calendar based on which schedule you are looking at.

To edit a schedule's message in the settings page, first you need to go to the messages tab and then click on the icon . This will bring up the pop-up as seen in the below image.

Each message can have two parts. The first is the text this is the customizable part of your message and will be used in the emails that are sent to your clients. Note that if you do not upload an audio, this text will be spoken to your clients. The second is the audio which will be played during the phone call. The audio is optional and can only be of mp3 format with a duration of max 20 seconds.

As can be seen from the image below, the profile page allows you to change the current logged in user's information. You can easily change the your phone and email so you can receive followup on them. Furthermore, you can also change your password by

The Administration page allows you to manage both the allowed users and the setup schedules. Furthermore the page allows you to change your current plan, buy more credits, change your credit card info and even cancel your account. The image below shows a typical Administration page

It should be noted that only users with admin privileges have the ability to see this page. By default the username inputted when createing the account is an admin and is the only user whose properties can not be changed from the Administration page.

The Administration page allows you to manage both the allowed users and the setup schedules. Furthermore the page allows you to change your current plan, buy more credits, change your credit card info and even cancel your account. It should be noted that only users with admin privileges have the ability to see this page. By default the username inputted when creating the account is an admin and is the only user whose properties can not be changed from the Administration page. The image below shows a typical Administration page

As mentioned this page can be used to cancel your account, to do that just click on Cancel Account button. Your account will continue to be active until your current month is over at which point it would be canceled and your credit card will no longer be billed. Please note that as long as you account is still active you get revert your account cancellation by clicking on the Un-Cancel Account button. The image below shows this

Your Cuevox account comes with a limit to the number of users on the account. This limit is imposed on active users and not total users created. Accordingly you can create several users and activate/deactivate them as your needs change.

An active user will have the following action icon besides his info . By clicking the icon the user is deactivated and would no longer be able to log into your account.
A deactivated user will have the following action icon besides his info . By clicking the icon the user will be activated if you have not reached your users limit.

Besides activating and deactivating a user you can also edit and create new users.

To create a new user start by clicking on the button New User. The below image will appear.

The username for each user should be unique and you will get an error if the username exists before. Make sure to enter a valid phone and email so the user can be contacted and his password sent to his email. Note that a user that is given administrative rights can buy more credits and add users and schedules while a user that is given only editor privileges will be able to customize the messages of a schedule.
Please take extra care when giving people editor privileges since the changes to do to the message will be used in all appointments that are on that schedule.

On the other hand if you wish to edit a user, simply click on the edit icon beside each user. The below image shows the dialog that will show.

Notice that you can edit everything except the username of a user.

Schedules are very important to properly manage appointments and customize the messages.

To create a new schedule start by clicking on the button New Schedule or you can edit an existing schedule by clicking on the edit icon . The below image will appear

The message is the one used in the email sent to your customers while the recording if present is what is used during a phone call. The schedule name should not necessarily be unique but it will help you if you use unique names as it will make schedules easier to tell apart

Through your Administration page, you can always upgrade or downgrade your monthly subscription. Simply click on the change plan and you will be redirected to the below screen.

Your current plan is indicated by the following image . To change it simply click on the Select button of the plan you want, fill the form and then click Change Plan

Note that your plan change will become effective at the end of your current month.

Credits allow you to make calls and your receive a set amount every month based on your plan. However, if you find yourself in the need for extra credits you can always buy some either from the Dashboard or Administration page. Simply click on the Buy More Calls and the below popup will appear

Simply fill out the form and select the amount of credits you need.

Note that bought credits which are not used are carried on with you from month to month. Furthermore, when you make a call we start by deducting from the credits that you receive on the monthly basis and when those are depleted we deduct from your bought credits.