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mobminder
Professional agenda
E-learning platform
Agendas multiples
A 1 - Log in to my agenda
Step by step
Open your Internet browser (e.g. Chrome, Firefox, Safari, Edge ...)
In the address bar, type the mobminder login link (see video). Do not use a search engine like Google - make sure to type the address at the very top of the window
On the login page, enter your login and password
Click on the "Enter" icon (or press the "Enter" key on your keyboard)
A 2 - Retrieve my forgotten credentials
Step by step
Go to the mobminder login page (see video)
Click on the "phone" icon
Enter your mobile phone number linked to your account
Click on the "send" icon
A 3 - Log out
Step by step
In the top right corner of your agenda, click on your first name
Click on "Close this session"
A 4 - See the weekly view
Step by step
Click on the name of the relevant agenda
Select “Week view”
Click the cross to come back to the daily view
Alternative
Hold down the Shift key on your keyboard and simultaneously click on the name of the relevant agenda
Click the cross to come back to the daily view
A 5 - Navigate the calendar
Step by step
In the daily view, use the single arrows on either side of the date to navigate from one day to another
To move from one week to another, click the double arrows located in the same place
To jump directly to a specific date, click on the displayed date
Then, select the desired date from the calendar
Click the date again to close the calendar
Finally, to quickly return to today, click on today's date shown at the top left
A 6 - Add a visitor
Step by step
Click on the create icon
Enter the visitor's information to be saved
Click on the "Save" icon to store the record
Alternative
In the search field, enter the following information in this order: the last name, followed by a comma and a space, the first name, followed by a space and the mobile phone number.
Then click on the create icon
Complete the record with any additional information if needed
Click on the "Save" icon to finalize the registration
A 7 - Looking for a visitor
Step by step
Click in the search field
Enter one of the following pieces of information:
At least 3 consecutive letters from the last name (e.g., for Vanderbrenpt, type "bre") — not necessarily the first 3 letters!
At least 5 consecutive digits from the phone number (e.g., for 0472 01 09 11, type "01091"), but never starting with the initial 0
The date of birth in the format dd-mm-yyyy (e.g. 01-05-1978)
The matching visitor(s) will appear below the search bar
Click on the desired visitor to open their file
A 8 - Add an appointment using the search assistance tool
Step by step
Click in the search field
Enter one of the following pieces of information:
At least 3 consecutive letters from the last name (e.g., for Vanderbrenpt, type "bre") — not necessarily the first 3 letters!
At least 5 consecutive digits from the phone number (e.g., for 0472 01 09 11, type "01091"), but never starting with the initial 0
The date of birth in the format dd-mm-yyyy (e.g. 01-05-1978)
The matching visitor(s) will appear below the search bar
Select a service if necessary (or type part of its name)
Click "Search"
Choose a date and the desired time
Click the "Save" icon to confirm the appointment
A 9 - Schedule an appointment in the daily or weekly view
Step by step
Select a date, then click on the time slot to add a new appointment
Enter one of the following pieces of information:
At least 3 consecutive letters from the last name (e.g., for Vanderbrenpt, type "bre") — not necessarily the first 3 letters!
At least 5 consecutive digits from the phone number (e.g., for 0472 01 09 11, type "01091"), but never starting with the initial 0
The date of birth in the format dd-mm-yyyy (e.g. 01-05-1978)
The matching visitor(s) will appear below the search bar
Select a service if necessary (or type part of its name)
Click the "Save" icon to confirm the appointment
You can also schedule an appointment from the weekly view by clicking on the relevant provider in that view, or by using the Shift + click keyboard shortcut
A 10 - Have more than one visitor in a unique appointment
Step by step
Select a date, then click on the time slot to add a new appointment
Enter one of the following pieces of information:
At least 3 consecutive letters from the last name (e.g., for Vanderbrenpt, type "bre") — not necessarily the first 3 letters!
At least 5 consecutive digits from the phone number (e.g., for 0472 01 09 11, type "01091"), but never starting with the initial 0
The date of birth in the format dd-mm-yyyy (e.g. 01-05-1978)
The matching visitor(s) will appear below the search bar
Then find the second visitor and select him/her
Repeat the process to add as many visitors as needed. You can also select multiple visitors at once by holding down the Ctrl key while clicking on the desired visitors
Add a service or adjust the appointment duration if necessary
Click the "Save" icon to confirm the appointment
You can also create an appointment with multiple visitors from the weekly view or via the search assistant
A 11 - Find appointments of a visitor
Step by step
Click in the search field
Enter one of the following pieces of information:
At least 3 consecutive letters from the last name (e.g., for Vanderbrenpt, type "bre") — not necessarily the first 3 letters!
At least 5 consecutive digits from the phone number (e.g., for 0472 01 09 11, type "01091"), but never starting with the initial 0
The date of birth in the format dd-mm-yyyy (e.g. 01-05-1978)
The matching visitor(s) will appear below the search bar
Click on the desired visitor to open their file
Click on the "Appointments" tab
A 12 - Delete an appointment
Step by step - Delete the appointment in the daily or weekly view
Select the appointment you want to delete
Click the delete icon
Confirm removal
Alternative - Delete the appointment from the visitor's file
Click in the search field
Enter one of the following pieces of information:
At least 3 consecutive letters from the last name (e.g., for Vanderbrenpt, type "bre") — not necessarily the first 3 letters!
At least 5 consecutive digits from the phone number (e.g., for 0472 01 09 11, type "01091"), but never starting with the initial 0
The date of birth in the format dd-mm-yyyy (e.g. 01-05-1978)
The matching visitor(s) will appear below the search bar
Click on the desired visitor to open their file
Click on the "Appointments" tab
Select the appointment to delete by clicking on its time slot
Click the delete icon
Confirm removal
A 13 - Create an unavailability in a day
Step by step
Select the unavailable time slot within the day
Add a note if needed
Save by clicking the “Save” icon
A 14 - Create an unavailability over multiple days
Step by step
Click on the name of the relevant calendar line
Select "Calendar" from the menu
To change the year, click on the year displayed at the top left (e.g., "2025") and select the desired year
To define your unavailability period, you have two options :
Drag and drop across the relevant days, specify the unavailability type if needed, and add a note if necessary. Then click the “Save” icon to confirm
Click on the first day, fill in the details (unavailability type and note if necessary), then select the last day. Click the “Save” icon to confirm
A 15 - Access to the list view (and print it)
Step by step
Click on the name of the relevant calendar line
Select “List view”
To add or remove information items, click the three lines again and select “Display details”
Choose the desired information
Save by clicking on the “Save” icon
To print the list, use the shortcut Ctrl + P (Windows) or Cmd + P (Mac)
To return to the daily view, click on the cross
B 1 - Change display details
Step by step
Click on the name of the agenda category
Check the information you want to show on appointment labels. If you want to save these display preferences for other users, select them in the “Users” tab
Click the “Save” icon
You can also change the display details in the weekly view
B 2 - Reschedule an appointment
Step by step - Reschedule via the search assistant
Identify the participant in the search area and select them
In the “Appointments” tab, click on the time of the appointment to be moved
In the appointment file, click on the “Replan” icon. All appointment parameters are pre-selected in the search assistant
Click on “Search” to display availabilities. If necessary, click on « Search further » to see more availabilities
Click on a date to display it, then click on the desired time
Click on the “save” icon to confirm the rescheduling
Alternative - Reschedule from daily or weekly view
Select the appointment to be moved
Click on the “Replan” icon
Click on the desired time slot
Click on the “save” icon to confirm the rescheduling
Note: if you want to exit rescheduling mode without moving the appointment, press the escape key
B 3 - Duplicate an appointment
Step by step - Duplicate an appointment via the search assistant
Select the appointment to duplicate
Click on the “Duplicate” icon
Click on “Search” in the search assistant tool
Select the desired date and time
Click on the “Save” icon to confirm the duplication
Alternative - Duplicate an appointment from the daily or weekly view
Select the appointment to duplicate
Click on the “Duplicate” icon
Place the appointment at the date and time of your choice
Click on the “Save” icon to confirm the duplication
Repeat this operation as many times as needed
If you want to exit the ‘duplicating’ mode without dupplicating any appointment, press the Escape key
B 4 - Merge a visitor entered multiple times
Step by step
In the search tool, identify the most complete record among the duplicates
Click on the "Audit" tab
In the "Duplicate" field, enter the name of the visitor to be merged
Click on the "Save" icon to confirm the merging of the records
Note: When merging, the data from the added records will be compared with the main record.
– If a field in the main record is empty, it will be filled with the information from another record.
– If a field is already filled in, the duplicate field’s data will be ignored.
B 5 - Use the waiting list
Step by step
Create an appointment for the visitor
In the appointment details, check “On waiting list.”
Click the “Save” icon
When a slot becomes available, you can check the waiting list. Enter the duration of the available slot in the search bar
Click “Waiting list” (the list will appear at the bottom)
Hover over the time slots with your mouse to see details (duration, any notes…)
Click on the desired time, then the “Replan” icon
Click then on “Search.”
Select the free time slot and click 'Save'
B 6 - View deleted or rescheduled appointments in a day or week
Step by step
Use the Ctrl + D keyboard shortcut to display deleted or rescheduled appointments in daily or weekly view.
Deleted appointments appear with a grey hatched pattern.
Rescheduled appointments appear with a grey checkered pattern.
Click on the “Tracking” tab of the appointment to see who created, deleted, modified, or rescheduled it.
To restore a deleted appointment, click the “Save” icon.
To exit this display mode, press Ctrl + D again.
B 7 - View deleted or rescheduled appointments for a visitor
Step by step
Identify and select the visitor in the search field.
Click on the “Appointments” tab.
Use the keyboard shortcut Ctrl + D.
Deleted appointments appear with a grey hatched pattern.
Rescheduled appointments appear with a grey checkered pattern.
To restore a deleted appointment, click on the “Save” icon.
To exit this display mode, press Ctrl + D again.
B 8 - Track who has inserted/changed an appointment
Step by step - From the daily or weekly view
Click on the relevant appointment.
Open the “Tracking” tab, which shows who did what and when.
Alternative - From the visitor's profile
Identify and select the visitor in the search field.
Click on the “Appointments” tab.
Select the time of the desired appointment.
Then click on the “Tracking” tab, which shows who did what and when.
B 9 - Track who has deleted an appointment
Step by step - From the visitor's profile
Identify and select the visitor in the search field.
Click on the “Appointments” tab.
Use the Ctrl + D shortcut (this mode shows deleted appointments in grey hatching and moved ones in a grey checkerboard pattern).
Click on the time of the deleted appointment to view its details.
Then click on the “Tracking” tab (this tab shows who did what and when).
To restore a deleted appointment, click the “Save” icon.
Press Ctrl + D again to exit this display mode.
Alternative - From the daily or weekly view
Use the Ctrl + D shortcut (this mode shows deleted appointments in grey hatching and moved ones in a grey checkerboard pattern).
Click on the relevant appointment.
Then click on the “Tracking” tab (this tab shows who did what and when).
To restore a deleted appointment, click the “Save” icon.
Press Ctrl + D again to exit this display mode.
C 1 - Change the start and end work time of a day
C 2 - Insert/delete a break in a work day
C 3 - Close/open a week day
C 4 - Change the hourly schedule from a specific date
C 5 - Adjust the time range for one day
C 6 - Insert an exceptional hourly schedule
C 7 - Change the colors of the hourly tabs
C 8 - Set up an hourly that rotates over 2 weeks or more
C 9 - Share the same hourly schedule with other colleagues
C 10 - I work in several locations
C 11 - Using block and out of block time management concept
D 1 - Expand the planning hours span
D 2 - Create a custom color for special appointments
D 3 - Create custom colors for holidays and off days
D 4 - Create a custom color to identify certain visitors
D 5 - Change the appointments stickers' color
D 6 - Put tags or qualify visitors
D 7 - Define recurrent performances (e.g. usual cares)
D 8 - How to give access to a new colleague
D 9 - Change a password
D 10 - Set callendars visibility
D 11 - Change the SMS message
D 12 - Change the timing of the automated sending
D 13 - Change the text of automated emails
D 14 - Send SMS in the visitor's language
E 1 - Set up your own booking web page
E 2 - Make a subset of your performances to be web-reservable
E 3 - Allow web reservations in certain time slots
E 4 - Give a special color or pattern to appointments taken online
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