diff --git a/astro.config.mjs b/astro.config.mjs index 22fe616..1fe2efe 100644 --- a/astro.config.mjs +++ b/astro.config.mjs @@ -4,20 +4,25 @@ import starlight from "@astrojs/starlight"; import tailwindcss from "@tailwindcss/vite"; import starlightThemeNova from "starlight-theme-nova"; import starlightGitHubAlerts from "starlight-github-alerts"; +import starlightHeadingBadges from "starlight-heading-badges"; // https://astro.build/config export default defineConfig({ site: "https://open-reception.org", - i18n: { - locales: ["en", "de"], - defaultLocale: "en", - }, prefetch: true, integrations: [ starlight({ - plugins: [starlightThemeNova(), starlightGitHubAlerts()], + plugins: [ + starlightThemeNova(), + starlightGitHubAlerts(), + starlightHeadingBadges(), + ], title: "OpenReception", - defaultLocale: "en", + defaultLocale: "root", + locales: { + root: {label: "English", lang: "en"}, + de: {label: "Deutsch", lang: "de"}, + }, customCss: ["./src/styles/custom.css"], logo: { src: "./src/assets/open-reception-logo.svg", @@ -54,6 +59,77 @@ export default defineConfig({ }, ], sidebar: [ + { + label: "Getting Started", + autogenerate: {directory: "getting-started"}, + translations: { + de: "Loslegen", + }, + }, + { + label: "Tenants", + collapsed: true, + autogenerate: {directory: "tenants"}, + translations: { + de: "Mandanten", + }, + }, + { + label: "Agents & Absences", + collapsed: true, + autogenerate: {directory: "agents"}, + translations: { + de: "Akteure & Abwesenheiten", + }, + }, + { + label: "Channels", + collapsed: true, + autogenerate: {directory: "channels"}, + translations: { + de: "Kanäle", + }, + }, + { + label: "Calendar", + collapsed: true, + autogenerate: {directory: "calendar"}, + translations: { + de: "Kalender", + }, + }, + { + label: "Staff & Notifications", + collapsed: true, + autogenerate: {directory: "staff"}, + translations: { + de: "Personal & Benachrichtigungen", + }, + }, + { + label: "Settings", + collapsed: true, + autogenerate: {directory: "settings"}, + translations: { + de: "Einstellungen", + }, + }, + { + label: "Account", + collapsed: true, + autogenerate: {directory: "account"}, + translations: { + de: "Konto", + }, + }, + { + label: "Client Side", + collapsed: true, + autogenerate: {directory: "client-side"}, + translations: { + de: "Klientenfunktionen", + }, + }, { label: "Community", autogenerate: {directory: "community"}, diff --git a/package.json b/package.json index 4d3abb9..c1bc7bd 100644 --- a/package.json +++ b/package.json @@ -15,6 +15,7 @@ "astro": "^5.16.6", "sharp": "^0.34.5", "starlight-github-alerts": "^0.1.1", + "starlight-heading-badges": "^0.6.1", "starlight-theme-nova": "^0.10.0", "tailwindcss": "^4.1.18" } diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml index 72e6301..674d525 100644 --- a/pnpm-lock.yaml +++ b/pnpm-lock.yaml @@ -23,6 +23,9 @@ importers: starlight-github-alerts: specifier: ^0.1.1 version: 0.1.1(@astrojs/starlight@0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0))) + starlight-heading-badges: + specifier: ^0.6.1 + version: 0.6.1(@astrojs/starlight@0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0))) starlight-theme-nova: specifier: ^0.10.0 version: 0.10.0(@astrojs/starlight@0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0)))(typescript@5.8.3) @@ -1897,6 +1900,12 @@ packages: peerDependencies: '@astrojs/starlight': '>=0.35.0' + starlight-heading-badges@0.6.1: + resolution: {integrity: sha512-k89LlfxWSI136QOaedf70cZ29oDfv5xb6C2TIipt0RTk6TltVvUwFKk2H7gd+bVAjpH18CmzlGhCa5moEtyeZA==} + engines: {node: '>=18'} + peerDependencies: + '@astrojs/starlight': '>=0.32.0' + starlight-theme-nova@0.10.0: resolution: {integrity: sha512-V9Amhr5eH9XA3xC5gGpVCSjkkFYcsG4K/F5itYldC6tEPguPwKZyOaUg3u4Pzj05w8xif8rA+bR5Te/BBz4UJA==} peerDependencies: @@ -4730,6 +4739,16 @@ snapshots: '@astrojs/starlight': 0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0)) unist-util-visit: 5.0.0 + starlight-heading-badges@0.6.1(@astrojs/starlight@0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0))): + dependencies: + '@astrojs/markdown-remark': 6.3.10 + '@astrojs/starlight': 0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0)) + github-slugger: 2.0.0 + mdast-util-directive: 3.1.0 + unist-util-visit: 5.0.0 + transitivePeerDependencies: + - supports-color + starlight-theme-nova@0.10.0(@astrojs/starlight@0.37.1(astro@5.16.6(@types/node@22.15.21)(jiti@2.6.1)(lightningcss@1.30.2)(rollup@4.41.0)(typescript@5.8.3)(yaml@2.8.0)))(typescript@5.8.3): dependencies: '@aria-ui/core': 0.0.22 diff --git a/src/components/Search.astro b/src/components/Search.astro index e69de29..bc130c6 100644 --- a/src/components/Search.astro +++ b/src/components/Search.astro @@ -0,0 +1,14 @@ +--- +import {getLangFromUrl, useTranslations} from "../i18n/utils"; + +const lang = getLangFromUrl(Astro.url); +const t = useTranslations(lang); +--- + + + {t("header.getStsarted")} + diff --git a/src/content.config.ts b/src/content.config.ts index d9ee8c9..6db02be 100644 --- a/src/content.config.ts +++ b/src/content.config.ts @@ -1,7 +1,8 @@ -import { defineCollection } from 'astro:content'; -import { docsLoader } from '@astrojs/starlight/loaders'; -import { docsSchema } from '@astrojs/starlight/schema'; +import {defineCollection} from "astro:content"; +import {docsLoader} from "@astrojs/starlight/loaders"; +import {docsSchema, i18nSchema} from "@astrojs/starlight/schema"; export const collections = { - docs: defineCollection({ loader: docsLoader(), schema: docsSchema() }), + docs: defineCollection({loader: docsLoader(), schema: docsSchema()}), + i18n: defineCollection({type: "data", schema: i18nSchema()}), }; diff --git a/src/content/docs/account/account-settings.mdx b/src/content/docs/account/account-settings.mdx new file mode 100644 index 0000000..f104a83 --- /dev/null +++ b/src/content/docs/account/account-settings.mdx @@ -0,0 +1,8 @@ +--- +title: Account Settings +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/account/assets/login/1-home.png b/src/content/docs/account/assets/login/1-home.png new file mode 100644 index 0000000..ca183e7 Binary files /dev/null and b/src/content/docs/account/assets/login/1-home.png differ diff --git a/src/content/docs/account/assets/login/2-client-login.png 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b/src/content/docs/account/assets/setup-account/4-account-successfully-set-up.png differ diff --git a/src/content/docs/account/assets/user-interface/1-dashboard-overview.png b/src/content/docs/account/assets/user-interface/1-dashboard-overview.png new file mode 100644 index 0000000..aaf4414 Binary files /dev/null and b/src/content/docs/account/assets/user-interface/1-dashboard-overview.png differ diff --git a/src/content/docs/account/assets/user-interface/2-account-menu.png b/src/content/docs/account/assets/user-interface/2-account-menu.png new file mode 100644 index 0000000..352afce Binary files /dev/null and b/src/content/docs/account/assets/user-interface/2-account-menu.png differ diff --git a/src/content/docs/account/assets/user-interface/3-tenant-switch.png b/src/content/docs/account/assets/user-interface/3-tenant-switch.png new file mode 100644 index 0000000..d820111 Binary files /dev/null and b/src/content/docs/account/assets/user-interface/3-tenant-switch.png differ diff --git a/src/content/docs/account/change-account-email.mdx b/src/content/docs/account/change-account-email.mdx new file mode 100644 index 0000000..80a3c8e --- /dev/null +++ b/src/content/docs/account/change-account-email.mdx @@ -0,0 +1,8 @@ +--- +title: Change Account E-Mail +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/account/change-global-admin-passphrase.mdx b/src/content/docs/account/change-global-admin-passphrase.mdx new file mode 100644 index 0000000..f4af63f --- /dev/null +++ b/src/content/docs/account/change-global-admin-passphrase.mdx @@ -0,0 +1,8 @@ +--- +title: Change Global Admin Passphrase +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/account/index.mdx b/src/content/docs/account/index.mdx new file mode 100644 index 0000000..0e2032a --- /dev/null +++ b/src/content/docs/account/index.mdx @@ -0,0 +1,30 @@ +--- +title: Account Overview +description: This sections helps you get set up and navigate the OpenReception dashboard. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +This sections helps you get set up and navigate the OpenReception dashboard. + + + + + + diff --git a/src/content/docs/account/login.mdx b/src/content/docs/account/login.mdx new file mode 100644 index 0000000..a3f00ab --- /dev/null +++ b/src/content/docs/account/login.mdx @@ -0,0 +1,37 @@ +--- +title: Login +description: This step-by-step guide shows you how to login into the OpenReception dashboard. +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +This step-by-step guide shows you how to login into the OpenReception dashboard. + +:::note +This is not the [client login](/client-side/client-dashboard) +::: + + + +1. Go to your organizations appointment booking page. Click _Login_ in the top left corner. + + ![Appointment Booking Organitation Home](./assets/login/1-home.png) + +1. You've been forwarded to the client login. Click _I am a staff member here_. + + ![Client Login](./assets/login/2-client-login.png) + +1. Now you are on the dashboard login page. + + ![Dashboard Login](./assets/login/3-dashboard-login.png) + +1. Enter your **e-mail address** + +1. _Click/Tap to add passkey_ and follow the instructions in the system overlay to enter your passkey. + +1. Once this is done, we will automatically try to login you in. If successfull, you are now forwarded to the dashboard. + + diff --git a/src/content/docs/account/manage-passkeys.mdx b/src/content/docs/account/manage-passkeys.mdx new file mode 100644 index 0000000..f18a00b --- /dev/null +++ b/src/content/docs/account/manage-passkeys.mdx @@ -0,0 +1,8 @@ +--- +title: Manage Passkeys +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/account/setup-account.mdx b/src/content/docs/account/setup-account.mdx new file mode 100644 index 0000000..809e819 --- /dev/null +++ b/src/content/docs/account/setup-account.mdx @@ -0,0 +1,67 @@ +--- +title: Setup Account +description: This step-by-step guide shows you how to setup your OpenReception account, if you have been invited to an organization. +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +This step-by-step guide shows you how to setup your OpenReception account, if you have been invited to an organization. + +:::note +This guide requires you to have been [invited by another team member](/staff/add-staff-member) beforehand. +::: + +:::caution +You will need your [PRT Passkey](/getting-started/#passkeys) at hand for this to work. +::: + + + +1. You will have an e-mail with an invitiation in your inbox. Click on the link provided in that e-mail. + +1. You may see an e-mail confirmation success screen. + + ![E-Mail confirmed](./assets/setup-account/1-email-confirmed.png) + + If your invitiation expired, you will see a _Verification failed_ message. You can request a new invitation link on that same page by clicking _Request new E-Mail_. + + ![E-Mail verification failed](./assets/setup-account/1b-verification-failed.png) + +1. When you've confirmed your e-mail address, click _Setup Passkey_. + +1. You will be forwarded to a form where you can add you passkey by clicking _Click/Tap to add passkey_. + + ![Setup passkey form](./assets/setup-account/2-setup-passkey.png) + +1. Depending on your Passkey you will now see a system overlay that guides you through setting up your passkey for this organization. Follow the instructions. + + For **Software Passkeys** this usually includes biometric approval. + + For **Hardware Passkeys** this usually includes touching the contact area of a passkey (usually a metal surface) and entering a Passphrase/ PIN. + + If this is the first time you are using that passkey, you may also have to set a PIN/Passphrase. **Use a strong and long passphrase!** + +1. Once you've set the passkey, we need to retrieve additional data to decrypt appointments. You will see a confirm dialog: + + ``` + Now use your newly created passkey to enable encryption with it. + ``` + + Click _Ok_. + +1. You will be asked to verify the use of your passkey, which is similar to the process described above. + +1. Once this process is done, you will see a message _Added Passkey successfully_ in the **passkey** field. Now click _Set Passkey_ + + ![Passkey added successfully](./assets/setup-account/3-setup-passkey-successful.png) + +1. You will now see two success notifications and the login form. + + ![Account setup completed](./assets/setup-account/4-account-successfully-set-up.png) + + + +Your account is now set up. Your team members may still need to [grant you access to previous appointments](/staff/grant-access-to-staff-member). diff --git a/src/content/docs/account/user-interface-tips.mdx b/src/content/docs/account/user-interface-tips.mdx new file mode 100644 index 0000000..3f5b282 --- /dev/null +++ b/src/content/docs/account/user-interface-tips.mdx @@ -0,0 +1,31 @@ +--- +title: User Interface Tips +description: This page shows some tips for working with the OpenReception dashboard +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +This page shows some tips for working with the OpenReception dashboard + +## Dashboard Overview + +The dashboard gives you access to all appointments and settings. + +You can toggle the navigation sidebar large and small by clicking its border or the sidebar icon in the top left corner of the main area. + +![Dashboard Overview](./assets/user-interface/1-dashboard-overview.png) + +## Account Menu + +You can access your personal account settings using the account menu. + +This is also the place where you can safely logout. + +![Account Menu](./assets/user-interface/2-account-menu.png) + +## Tenant Switch + +Global Admins can make use of the tenant switch in the top left corner. This makes switching tenants quick. + +![Tenant Switch](./assets/user-interface/3-tenant-switch.png) diff --git a/src/content/docs/agents/add-absence.mdx b/src/content/docs/agents/add-absence.mdx new file mode 100644 index 0000000..0b8faec --- /dev/null +++ b/src/content/docs/agents/add-absence.mdx @@ -0,0 +1,27 @@ +--- +title: Add Absence +description: This step-by-step guide shows you how to add an absence for an OpenReception agent +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigate to the absences section of the dashboard and click on _Add Absence_ + + ![Empty absence list](./assets/add-absence/1-empty-absences-list.png) + +1. A modal with a form opens. + - Select the absent **agent** + - Change the **reason**, if you want to track it here. + - Select a range for the absence. The **to date** must be in the future. + + ![Add absence form](./assets/add-absence/2-add-absence-form.png) + +1. Click _Add Absence_ and it will be saved. + ![Add tenant form](./assets/add-absence/3-absence-added.png) + + diff --git a/src/content/docs/agents/add-agent.mdx b/src/content/docs/agents/add-agent.mdx new file mode 100644 index 0000000..df50264 --- /dev/null +++ b/src/content/docs/agents/add-agent.mdx @@ -0,0 +1,35 @@ +--- +title: Add Agent +description: This step-by-step guide shows you how to add an agent to OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Before you add an agent, make sure you've [set up all the tenant languages](../../settings/base-settings). +::: + + + +1. Navigate to the agents section of the dashboard and click on _Add Agent_ + + ![Empty agent list](./assets/add-agent/1-empty-agent-list.png) + +1. A modal with a form opens. + - Add a **name** + - Add a **description**, if you want. If you've set it for one language, you'll have to set it for all languages. + - Click _Upload Image_ to add an image for this agent. + + ![Add agent form](./assets/add-agent/2-add-agent-form.png) + +1. If you've uploaded an image, you can crop it right within OpenReception. Click _Apply_, when you're happy with your selection. + + ![Add tenant form](./assets/add-agent/3-cropping-an-agent-image.png) + +1. 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new file mode 100644 index 0000000..5536482 --- /dev/null +++ b/src/content/docs/agents/delete-absence.mdx @@ -0,0 +1,25 @@ +--- +title: Delete Absence +description: This step-by-step guide shows you how to delete an absence for an OpenReception agent +lastUpdated: 2026-03-01 +sidebar: + order: 7 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigate to the absences section of the dashboard, search for the absence you want to delete and open the context menu for it. Click on _Delete_. + + ![Empty absences list](./assets/delete-absence/1-absences-list-with-context-menu.png) + +1. A modal opens. Click _Delete Absence_ + + ![Delete absence form](./assets/delete-absence/2-delete-absence-form.png) + +1. The absence will be removed. + + ![Absence deleted](./assets/delete-absence/3-absence-deleted.png) + + diff --git a/src/content/docs/agents/delete-agent.mdx b/src/content/docs/agents/delete-agent.mdx new file mode 100644 index 0000000..cdacfb0 --- /dev/null +++ b/src/content/docs/agents/delete-agent.mdx @@ -0,0 +1,25 @@ +--- +title: Delete Agent +description: This step-by-step guide shows you how to remove an agent from OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigate to the agents section of the dashboard, search for the agent you want to delete and open the context menu for it. Click on _Delete_. + + ![Agent list with context menu](./assets/delete-agent/1-agent-list-with-context-menu.png) + +1. A modal with a form opens. Enter the name of the agent and click _Delete Agent_ + + ![Delete agent form](./assets/delete-agent/2-delete-agent-form.png) + +1. The agent will be removed. + + ![Agent deleted](./assets/delete-agent/3-agent-deleted.png) + + diff --git a/src/content/docs/agents/edit-absence.mdx b/src/content/docs/agents/edit-absence.mdx new file mode 100644 index 0000000..0a44510 --- /dev/null +++ b/src/content/docs/agents/edit-absence.mdx @@ -0,0 +1,32 @@ +--- +title: Edit Absence +description: This step-by-step guide shows you how to edit an absence for an OpenReception agent +lastUpdated: 2026-03-01 +sidebar: + order: 6 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +You cannot change the agent. You must remove the absence and create a new absence with the correct agent, in that case. +::: + + + +1. Navigate to the absences section of the dashboard, search for the absence you want to edit and open the context menu for it. Click on _Edit_. + + ![Absences list](./assets/edit-absence/1-absences-list-with-context-menu.png) + +1. A modal with a form opens. + - Change the **reason**, if you want + - Change the date range, if you want + - Click _Edit Absence_ when you are finished. + + ![Edit absence form](./assets/edit-absence/2-edit-absence-form.png) + +1. The absence will be updated. + + ![Absence edited](./assets/edit-absence/3-absence-edited.png) + + diff --git a/src/content/docs/agents/edit-agent.mdx b/src/content/docs/agents/edit-agent.mdx new file mode 100644 index 0000000..d5d0ddb --- /dev/null +++ b/src/content/docs/agents/edit-agent.mdx @@ -0,0 +1,33 @@ +--- +title: Edit Agent +description: This step-by-step guide shows you how to edit an agent in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +If you use descriptions and have added languages since the last time you've edited an agent, you can only save your changes, if you add descriptions of all missing languages. +::: + + + +1. Navigate to the agents section of the dashboard, search for the agent you want to edit and open the context menu for it. Click on _Edit_. + + ![Agent list](./assets/edit-agent/1-agent-list-with-context-menu.png) + +1. A modal with a form opens. + - Edit the **name** + - Edit **descriptions**, if you want. + - Edit the **image**, if you want. + - Click _Edit Agent_ when you are finished. + + ![Edit agent form](./assets/edit-agent/2-edit-agent-form.png) + +1. The agent will be updated. + + ![Agent edited](./assets/edit-agent/3-agent-edited.png) + + diff --git a/src/content/docs/agents/index.mdx b/src/content/docs/agents/index.mdx new file mode 100644 index 0000000..7df953e --- /dev/null +++ b/src/content/docs/agents/index.mdx @@ -0,0 +1,58 @@ +--- +title: Agents & Absences Overview +description: Agents are people/ groups/ teams that take your appointments. You can also add Absences for agents, for when they are not available. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +**Agents** are the people/ groups/ teams that take your appointments. If you assign more agents to a channel, clients can choose which one to meet with. + +:::note +Agents are not necessarily the same people who are accessing your appointments. Only [Staff Members](../staff) can access appointments. +::: + + + + + + + +You can also add **Absences** for agents, to make sure nobody can book appointments with them, when they are not available. + +:::note +Only future absences are shown and absences in the past are automatically removed. +::: + + + + + + diff --git a/src/content/docs/calendar/add-appointments.mdx b/src/content/docs/calendar/add-appointments.mdx new file mode 100644 index 0000000..95e895f --- /dev/null +++ b/src/content/docs/calendar/add-appointments.mdx @@ -0,0 +1,94 @@ +--- +title: Add Appointments +description: The OpenReception calendar let's you enter appointments for clients you already have in your database, add new clients and add appointments for clients without an e-mail address +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +In the calendar you can add appointments to any available slot. + +To identify clients OpenReception uses e-mail addresses. If you have the e-mail address of a client and add it to the appointment, the client will be informed about changes. + +But you can also add appointments for clients that don't have an e-mail address. + +## Add Appointment with E-Mail Address + + + +1. Navigate to the calendar section of the dashboard, go to the date and time you wish to add an appointment to and click on the empty slot. + + ![Calendar Overview with empty slots](./assets/add-appointment-in-calendar/1-calendar-overview.png) + +1. A modal will open. Enter the e-mail address of the client and click _Search Client_ + + ![Add E-Mail to Appointment](./assets/add-appointment-in-calendar/2-add-appointment-find-client.png) + +1. If the client was found, you will see a notification that shows _Client selected_. + + ![Client selected notification](./assets/add-appointment-in-calendar/3-add-appointment-details.png) + + If not, you will be asked to confirm, if you want to add this client: + + ``` + This client does not have an account yet. Do you want to create an account for them? + ``` + + Click _Ok_ to add the client or _Cancel_ to try with another e-mail address. + +1. Either way you will be asked to enter appointment details. + - Add a **name** + - Add a **phone number**, if you want + - Check the checkbox, if the client want's updates via e-mail + - Click _Add Client Details_ + + ![Appointment details form](./assets/add-appointment-in-calendar/3b-add-appointment-details.png) + +1. Lastly you can review your appointment before creating it. Click _Add Appoitment_ to create it. + + ![Appointment overview](./assets/add-appointment-in-calendar/4-add-appointment-overview.png) + +1. You will see a success message, once the appointment was created. The modal stays open, so you can talk to you client about it. + + ![Appointment added](./assets/add-appointment-in-calendar/5-appointment-added.png) + + Once you close the modal, you will see the newly added appointment in the calendar. + + ![Added appointment in calendar](./assets/add-appointment-in-calendar/6-appointment-added-calendar-overview.png) + + + +## Add Appointment without E-Mail Address + + + +1. Navigate to the calendar section of the dashboard, go to the date and time you wish to add an appointment to and click on the empty slot. + + ![Calendar Overview with empty slots](./assets/add-appointment-in-calendar-client-without-email/1-calendar-overview.png) + +1. A modal will open. Click _Client has not e-mail_ to bypass the e-mail form. + + ![Add appointment: Client has not e-mail button](./assets/add-appointment-in-calendar-client-without-email/2-add-appointment-client-has-no-email.png) + +1. You will be asked to enter appointment details. + - Add a **name** + - Add a **phone number**, if you want + - Click _Add Client Details_ + + ![Appointment details form](./assets/add-appointment-in-calendar-client-without-email/3-add-appointment-details.png) + +1. Lastly you can review your appointment before creating it. Click _Add Appoitment_ to create it. + + ![Appointment overview](./assets/add-appointment-in-calendar-client-without-email/4-add-appointment-overview.png) + +1. You will see a success message, once the appointment was created. The modal stays open, so you can talk to you client about it. + + ![Appointment added](./assets/add-appointment-in-calendar-client-without-email/5-appointment-added.png) + + Once you close the modal, you will see the newly added appointment in the calendar. + + ![Added appointment in calendar](./assets/add-appointment-in-calendar-client-without-email/6-appointment-added-calendar-overview.png) + + diff --git a/src/content/docs/calendar/assets/add-appointment-in-calendar-client-without-email/1-calendar-overview.png b/src/content/docs/calendar/assets/add-appointment-in-calendar-client-without-email/1-calendar-overview.png new file mode 100644 index 0000000..9180ccb Binary files /dev/null and b/src/content/docs/calendar/assets/add-appointment-in-calendar-client-without-email/1-calendar-overview.png differ diff --git a/src/content/docs/calendar/assets/add-appointment-in-calendar-client-without-email/2-add-appointment-client-has-no-email.png 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Navigate to the calendar section of the dashboard, go to the appointment you wish to cancel and click on it. + + ![Calendar with appointments](./assets/calendar-cancel-appointment/1-calendar-with-appointments.png) + +1. A modal with the appointment details opens. Click _Cancel Appointment_ + + ![Appointment details with cancel button](./assets/calendar-cancel-appointment/2-appointment-details-with-cancel-button.png) + +1. A confirm dialog opens. + + ``` + Are you sure you want to cancel this appointment? + ``` + + Click _Ok_ to proceed. + +1. The appointment is now removed. If the client had E-Mail notifications enabled, they wil be notified. + + ![Appointment cancelled](./assets/calendar-cancel-appointment/3-appointment-cancelled.png) + + Every staff member in the channel will be notified. + + diff --git a/src/content/docs/calendar/confirm-appointment.mdx b/src/content/docs/calendar/confirm-appointment.mdx new file mode 100644 index 0000000..888a2d0 --- /dev/null +++ b/src/content/docs/calendar/confirm-appointment.mdx @@ -0,0 +1,29 @@ +--- +title: Confirm Appointment +description: This step-by-step guide shows you how to confirm an appointment request in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + +If you've set a [channel to require confirmation](/channels#require-confirmation) before appointments are accepted, you have to confirm or [deny](/calendar/deny-appointment) them. + + + +1. Navigate to the calendar section of the dashboard, go to the appointment you wish to confirm and click on it. + + ![Calendar with appointments](./assets/calendar-confirm-appointment/1-calendar-with-requested-appointment.png) + +1. A modal with the appointment details opens. Click _Confirm Appointment_ + + ![Appointment details with confirm button](./assets/calendar-confirm-appointment/2-appointment-details-with-confirm-button.png) + +1. The appointment is now confirmed. If the client had E-Mail notifications enabled, they wil be notified. + + ![Appointment confirmed](./assets/calendar-confirm-appointment/3-appointment-confirmed.png) + + Every staff member in the channel will be notified. + + diff --git a/src/content/docs/calendar/deny-appointment.mdx b/src/content/docs/calendar/deny-appointment.mdx new file mode 100644 index 0000000..e1bf393 --- /dev/null +++ b/src/content/docs/calendar/deny-appointment.mdx @@ -0,0 +1,37 @@ +--- +title: Deny Appointment +description: This step-by-step guide shows you how to deny an appointment request in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + +If you've set a [channel to require confirmation](/channels#require-confirmation) before appointments are accepted, you have to [confirm](/calendar/confirm-appointment) or deny them. + + + +1. Navigate to the calendar section of the dashboard, go to the appointment you wish to deny and click on it. + + ![Calendar with appointments](./assets/calendar-deny-appointment/1-calendar-with-requested-appointment.png) + +1. A modal with the appointment details opens. Click _Deny Appointment_ + + ![Appointment details with deny button](./assets/calendar-deny-appointment/2-appointment-details-with-deny-button.png) + +1. A confirm dialog opens. + + ``` + Are you sure you want to deny this appointment? + ``` + + Click _Ok_ to proceed. + +1. The appointment is now denied and removed. If the client had e-mail notifications enabled, they wil be notified. + + ![Appointment denied](./assets/calendar-deny-appointment/3-appointment-denied.png) + + Every staff member in the channel will be notified. + + diff --git a/src/content/docs/calendar/index.mdx b/src/content/docs/calendar/index.mdx new file mode 100644 index 0000000..6d8f31c --- /dev/null +++ b/src/content/docs/calendar/index.mdx @@ -0,0 +1,57 @@ +--- +title: Calendar Overview +description: The OpenReception calendar is optimized to show you all your appointments today and find available slots for future appointments +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +The OpenReception calendar page shows you all appointments and available slots by default. + +## Navigation + +You can use the arrows to the left an right of the shown date to go backwards or forward in the calendar. + +You can use the **Today** button to quickly jump to the current date. + +## Slots & Appointments + +Each channel has their own color. Colors are assigned by default. + +- **Available slots** have a transparent background and a border. +- **Booked appointments** have a background and show the name of the client. +- **Requested appointments** have a semi-transparent background, a dashed border and show the name of the client. + +![Calendar with available slots and appointments](./assets/calendar-overview/1-calendar-overview.png) + +Hours without appointments or available slots are automatically hidden. + +## Filters & Zoom + +Open the settings bar by clicking on the filter icon in the top right corner. On larger screen this filter bar is always shown. + +You can filter by **appointment availability**, **channel** and **agent**. This allows you to look at todays schedule (for any agent or channel) and seach for the next available slot. + +![Calendar with open filter bar](./assets/calendar-overview/2-calendar-filters.png) + +Using the **channel** filter will only show appointments and slots for the respective channel. + +![Calendar with channel filter](./assets/calendar-overview/3-calendar-filter-channels.png) + +Using the **agents** filter will only show appointments and slots with this agent. + +![Calendar with agents filter](./assets/calendar-overview/4-calendar-filters-agents.png) + +All filters can be combined. + +You may also change the **calendar zoom** so it fit's your slot duration best. + +## Appointment Details + +When clicking on an appointment a modal will open and show the details for this appointment. + +Clicking on the E-Mail Address will automatically open your E-Mail application. + +Clicking on the Phone Number will automatically start a call, if you have a phone app installed on your device. + +![Appointment Details withing the calendar](./assets/calendar-overview/5-appointment-details.png) diff --git a/src/content/docs/channels/add-channel.mdx b/src/content/docs/channels/add-channel.mdx new file mode 100644 index 0000000..e03d52c --- /dev/null +++ b/src/content/docs/channels/add-channel.mdx @@ -0,0 +1,34 @@ +--- +title: Add Channel +description: This step-by-step guide shows you how to add a channel to OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Before you add a channel, make sure you've [set up all the tenant languages](../../settings/base-settings). +::: + + + +1. Navigate to the channels section of the dashboard and click on _Add Channel_ + + ![Empty channels list](./assets/add-channel/1-empty-channels-list.png) + +1. A modal with a form opens. + - Add a **name** and **description** in all your languages + - Select the **agents** that can conduct appointments in this channel. When auto-secting agents they will be selected in the order you've set in this list. + - Select the **staff members** that will get notifications about this channel (for appointment requests). + - Select if this channel should be **public**. If It's not public, only you can book an appointment using the [calendar](../calendar) + - Select if appointments **require confirmation**. You will be [notified by the notification system](../staff/notifications) if a new request is added. + - Add a **schedule** for you appointments. See [slot templates](../#slot-templates). + + ![Add channel form](./assets/add-channel/2-add-channel-form.png) + +1. Then click _Add Channel_ and it will be saved. + ![Channel added](./assets/add-channel/3-channel-added.png) + + diff --git a/src/content/docs/channels/assets/add-channel/1-empty-channels-list.png b/src/content/docs/channels/assets/add-channel/1-empty-channels-list.png new file mode 100644 index 0000000..fa3c7eb Binary files /dev/null and b/src/content/docs/channels/assets/add-channel/1-empty-channels-list.png differ diff --git a/src/content/docs/channels/assets/add-channel/2-add-channel-form.png b/src/content/docs/channels/assets/add-channel/2-add-channel-form.png new file mode 100644 index 0000000..6205a9e Binary files /dev/null and b/src/content/docs/channels/assets/add-channel/2-add-channel-form.png differ diff --git a/src/content/docs/channels/assets/add-channel/3-channel-added.png b/src/content/docs/channels/assets/add-channel/3-channel-added.png new file mode 100644 index 0000000..e25f376 Binary files /dev/null and b/src/content/docs/channels/assets/add-channel/3-channel-added.png differ diff --git a/src/content/docs/channels/assets/deactivate-channel/1-channels-list-with-context-menu-activate.png b/src/content/docs/channels/assets/deactivate-channel/1-channels-list-with-context-menu-activate.png new file mode 100644 index 0000000..32780d4 Binary files /dev/null and b/src/content/docs/channels/assets/deactivate-channel/1-channels-list-with-context-menu-activate.png differ diff --git a/src/content/docs/channels/assets/deactivate-channel/2-activate-channel-form.png b/src/content/docs/channels/assets/deactivate-channel/2-activate-channel-form.png new file mode 100644 index 0000000..f23efab Binary files /dev/null and b/src/content/docs/channels/assets/deactivate-channel/2-activate-channel-form.png differ diff --git a/src/content/docs/channels/assets/deactivate-channel/3-channel-activated.png b/src/content/docs/channels/assets/deactivate-channel/3-channel-activated.png new file mode 100644 index 0000000..90774dc Binary files /dev/null and b/src/content/docs/channels/assets/deactivate-channel/3-channel-activated.png differ diff --git a/src/content/docs/channels/assets/deactivate-channel/4-channels-list-with-context-menu-deactivate.png b/src/content/docs/channels/assets/deactivate-channel/4-channels-list-with-context-menu-deactivate.png new file mode 100644 index 0000000..4a6a3e9 Binary files /dev/null and b/src/content/docs/channels/assets/deactivate-channel/4-channels-list-with-context-menu-deactivate.png differ diff --git a/src/content/docs/channels/assets/delete-channel/1-channels-list-with-context-menu.png b/src/content/docs/channels/assets/delete-channel/1-channels-list-with-context-menu.png new file mode 100644 index 0000000..f6c7ff8 Binary files /dev/null and b/src/content/docs/channels/assets/delete-channel/1-channels-list-with-context-menu.png differ diff --git a/src/content/docs/channels/assets/delete-channel/2-delete-channel-form.png b/src/content/docs/channels/assets/delete-channel/2-delete-channel-form.png new file mode 100644 index 0000000..b064212 Binary files /dev/null and b/src/content/docs/channels/assets/delete-channel/2-delete-channel-form.png differ diff --git a/src/content/docs/channels/assets/delete-channel/3-channel-deleted.png b/src/content/docs/channels/assets/delete-channel/3-channel-deleted.png new file mode 100644 index 0000000..cff9700 Binary files /dev/null and b/src/content/docs/channels/assets/delete-channel/3-channel-deleted.png differ diff --git a/src/content/docs/channels/assets/edit-channel/1-channels-list-with-context-menu.png b/src/content/docs/channels/assets/edit-channel/1-channels-list-with-context-menu.png new file mode 100644 index 0000000..4a6a3e9 Binary files /dev/null and b/src/content/docs/channels/assets/edit-channel/1-channels-list-with-context-menu.png differ diff --git a/src/content/docs/channels/assets/edit-channel/2-edit-channel-form.png b/src/content/docs/channels/assets/edit-channel/2-edit-channel-form.png new file mode 100644 index 0000000..1ef28ff Binary files /dev/null and b/src/content/docs/channels/assets/edit-channel/2-edit-channel-form.png differ diff --git a/src/content/docs/channels/assets/edit-channel/3-channel-edited.png b/src/content/docs/channels/assets/edit-channel/3-channel-edited.png new file mode 100644 index 0000000..0d29afc Binary files /dev/null and b/src/content/docs/channels/assets/edit-channel/3-channel-edited.png differ diff --git a/src/content/docs/channels/deactivate-channel.mdx b/src/content/docs/channels/deactivate-channel.mdx new file mode 100644 index 0000000..6308e6a --- /dev/null +++ b/src/content/docs/channels/deactivate-channel.mdx @@ -0,0 +1,35 @@ +--- +title: Deactivate/Activate Channel +description: This step-by-step guide shows you how to deactivate/ activate a channel in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + +If you don't want to accept new appointments in a channel, you can deactivate it. + +:::note +This page shows how to activate a channel. The same process applies to deactivating a channel. +::: + + + +1. Navigate to the channels section of the dashboard, search for the channel you want to activate/deactivate and open the context menu for it. Click on _Activate_. + + ![Channel list with activate option](./assets/deactivate-channel/1-channels-list-with-context-menu-activate.png) + +1. A modal opens. Click _Activate Channel_ + + ![Edit channel form](./assets/deactivate-channel/2-activate-channel-form.png) + +1. The channel will be activated. It will appear in the channel list for [booking appointments](../../client-side/book-appointment) again. + + ![Channel activated](./assets/deactivate-channel/3-channel-activated.png) + + + +You can now run the same process to deactivate the channel. + +![Channel list with deactivate option](./assets/deactivate-channel/4-channels-list-with-context-menu-deactivate.png) diff --git a/src/content/docs/channels/delete-channel.mdx b/src/content/docs/channels/delete-channel.mdx new file mode 100644 index 0000000..c65a367 --- /dev/null +++ b/src/content/docs/channels/delete-channel.mdx @@ -0,0 +1,29 @@ +--- +title: Delete Channel +description: This step-by-step guide shows you how to remove a channel from OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::danger +If you delete a channel all the appointments will be removed as well. This process cannot be undone. +::: + + + +1. Navigate to the channels section of the dashboard, search for the channel you want to delete and open the context menu for it. Click on _Delete_. + + ![Empty channels list](./assets/delete-channel/1-channels-list-with-context-menu.png) + +1. A modal with a form opens. Enter the name of the channel and click _Delete Channel_ + + ![Delete channel form](./assets/delete-channel/2-delete-channel-form.png) + +1. The channel will be removed. + + ![Channel deleted](./assets/delete-channel/3-channel-deleted.png) + + diff --git a/src/content/docs/channels/edit-channel.mdx b/src/content/docs/channels/edit-channel.mdx new file mode 100644 index 0000000..c0fd66e --- /dev/null +++ b/src/content/docs/channels/edit-channel.mdx @@ -0,0 +1,35 @@ +--- +title: Edit Channel +description: This step-by-step guide shows you how to edit a channel in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +If you use descriptions and have added languages since the last time you've edited a channel, you can only save your changes, if you add descriptions of all missing languages. +::: + + + +1. Navigate to the channels section of the dashboard, search for the channel you want to edit and open the context menu for it. Click on _Edit_. + + ![Channel list](./assets/edit-channel/1-channels-list-with-context-menu.png) + +1. A modal with a form opens. + - Edit the **name** and **description** in all your languages, if you want + - Change the selection for **agents** that can conduct appointments in this channel. When auto-secting agents they will be selected in the order you've set in this list. + - Change the selection for **staff members** that will get notifications about this channel (for appointment requests). + - Change if this channel should be **public**. If It's not public, only you can book an appointment using the [calendar](../calendar) + - Change if appointments **require confirmation**. You will be [notified by the notification system](../staff/notifications) if a new request is added. + - Add a **schedule** for you appointments. See [slot templates](../#slot-templates). + + ![Edit channel form](./assets/edit-channel/2-edit-channel-form.png) + +1. The channel will be updated. + + ![Channel edited](./assets/edit-channel/3-channel-edited.png) + + diff --git a/src/content/docs/channels/index.mdx b/src/content/docs/channels/index.mdx new file mode 100644 index 0000000..684e6be --- /dev/null +++ b/src/content/docs/channels/index.mdx @@ -0,0 +1,54 @@ +--- +title: Channels (Overview) +description: Channels are a way to collect different types of appointments. +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +**Channels** are a way to collect different types of appointments. You can assign multiple [agents](../agents) to one channel and each agent can be assigned to multiple channels. + + + + + + + + +## Require Confirmation + +You have full control over your calendar. This is why you can require clients to request a confirmation to make an appointment. + +Therefore just check the option to **require confirmation** in the channel settings. When enabled, clients will be informed that their apppointment is just a request. + +Once the request is added, staff members that are linked to the channel will be [notified using the notification system](../staff/notifications). + +The notification will lead you to the appointment, where you can [confirm](../calendar/confirm-appointment) or [deny](../calendar/deny-appointment) it. + +## Slot Templates + +Channels use slot templates that automatically create available slots based on your settings. If you want one of your agents/ all you agents to be unavailable in a given timespan, you just have to [add an absence](../agents/add-absence) for them. + +You can add as many schedule templates as you like. 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+--- +title: Book Appointment +description: This step-by-step guide shows you how book an appointment in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +This step-by-step guide shows you how book an appointment in OpenReception. + +:::note +Some appointment types may not be booked directly. Those have to be requested first. A staff member will later [confirm](/calendar/confirm-appointment) or [deny](/calendar/deny-appointment) your request. +::: + + + +1. Navigate to the organizations appointment booking page and click on _Book Appointment_. + + ![Organization Home Page](./assets/book-appointment/1-home.png) + +1. Select the appointment type you want (internally we call them channels). + + ![Select channel](./assets/book-appointment/2-select-channel.png) + +1. Select the person you want your appointment with. This step is skipped, if only one person is available for this appointment type. + + ![Select agent](./assets/book-appointment/3-select-agent.png) + +1. Select an available **date** and **time** for your appointment. + + ![Select date and time](./assets/book-appointment/4-select-date-and-time.png) + +1. Add your personal data. + - Add your **name**. + - Add your **e-mail address**. + - Check the checkbox below the e-mail address field to be **notified about changes**. If you don't check this you need to come back and [login](/client-side/client-dashboard) to manually check for changes. + - Add your **phone number**. The organization may require you to add your phone number here. + - Click _Add personal data_ to proceed. + + ![Add personal data](./assets/book-appointment/5-add-personal-data.png) + +1. If you've booked an appointment here before select the tab _Login_ at the top. + + ![Enter PIN form](./assets/book-appointment/6-login-or-register.png) + +1. Enter your PIN and click _Show summary_ + +1. If you've logged-in and your e-mail and PIN are correct, you will see a _Login successful_ notification. + + ![Login successful](./assets/book-appointment/7-review-appointment.png) + +1. Check the appointment details. Click _Book appointment_ or _Request appointment_. + +1. Your appointment is now booked/requested. + + ![Appointment booked](./assets/book-appointment/8-appointment-booked.png) + ![Appointment requested](./assets/book-appointment/8b-appointment-requested.png) + + + +You can now login to see the current state of your appointment. diff --git a/src/content/docs/client-side/client-dashboard.mdx b/src/content/docs/client-side/client-dashboard.mdx new file mode 100644 index 0000000..dd2b156 --- /dev/null +++ b/src/content/docs/client-side/client-dashboard.mdx @@ -0,0 +1,57 @@ +--- +title: Client Dashboard +description: This page guides you though all client side dashboard features +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +This page guides you though all client side dashboard features. + +## Login + + + +1. Navigate to the organizations appointment booking page and click _Login_ in the top left corner. + + ![Organization Home Page](./assets/client-dashboard/1-home.png) + +1. Enter your **e-mail address** and **PIN**. Click _Login_. + + ![Client login](./assets/client-dashboard/2-client-login.png) + +1. If you credential are correct, you will be forwarded to the client dashboard. + + ![Client dashboard](./assets/client-dashboard/3-client-overview.png) + + + +## Dashboard Overview + +On the client dashboard you will see all your future appointments. + +You can also safely logout. + +![Client dashboard](./assets/client-dashboard/3-client-overview.png) + +## Cancel Appointment + +You can cancel future appointments using the client dashboard. + + + +1. Navigate to your client dashboard. Search for the appointment you want to cancel and click _Cancel_ on it's tile. + + ![Client dashboard](./assets/client-dashboard/3-client-overview.png) + +1. A modal will open. Click _Cancel_ to confirm. + + ![Appointment details with cancel button](./assets/client-dashboard/4-cancel-appointment.png) + +1. Your appointment is now cancelled and will be removed from the list. + + ![Appointment cancelled](./assets/client-dashboard/5-appointment-cancelled.png) + + diff --git a/src/content/docs/client-side/index.mdx b/src/content/docs/client-side/index.mdx new file mode 100644 index 0000000..47bc6ca --- /dev/null +++ b/src/content/docs/client-side/index.mdx @@ -0,0 +1,24 @@ +--- +title: Client Side Overview +description: This section shows how clients can work with your OpenReception appointment booking page +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +This section shows how clients can work with your OpenReception appointment booking page + + + + + diff --git a/src/content/docs/community/code-of-conduct.md b/src/content/docs/community/code-of-conduct.md index bc913a5..4b4fba1 100644 --- a/src/content/docs/community/code-of-conduct.md +++ b/src/content/docs/community/code-of-conduct.md @@ -1,6 +1,9 @@ --- title: Code of Conduct description: This is the Code of Conduct for OpenReception +lastUpdated: 2025-12-17 +sidebar: + order: 1 --- Version 1.0 from December 17, 2025 diff --git a/src/content/docs/community/index.mdx b/src/content/docs/community/index.mdx new file mode 100644 index 0000000..1c6989d --- /dev/null +++ b/src/content/docs/community/index.mdx @@ -0,0 +1,35 @@ +--- +title: Community Overview +description: There are plenty of ways you can participate in or contribute to the OpenReception community +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +There are plenty of ways you can participate in or contribute to the OpenReception community + + + + + + + diff --git a/src/content/docs/community/meetup.md b/src/content/docs/community/meetup.md index 6705fa6..4cf7ea9 100644 --- a/src/content/docs/community/meetup.md +++ b/src/content/docs/community/meetup.md @@ -1,6 +1,9 @@ --- title: Meetup description: We are holding a monthly community meetup +lastUpdated: 2026-03-01 +sidebar: + order: 3 --- :::note diff --git a/src/content/docs/de/account/account-settings.mdx b/src/content/docs/de/account/account-settings.mdx new file mode 100644 index 0000000..8b994c9 --- /dev/null +++ b/src/content/docs/de/account/account-settings.mdx @@ -0,0 +1,8 @@ +--- +title: Kontoeinstellungen +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/de/account/assets/login/1-home.png b/src/content/docs/de/account/assets/login/1-home.png new file mode 100644 index 0000000..ca183e7 Binary files /dev/null and b/src/content/docs/de/account/assets/login/1-home.png differ diff --git a/src/content/docs/de/account/assets/login/2-client-login.png b/src/content/docs/de/account/assets/login/2-client-login.png new file mode 100644 index 0000000..675ab11 Binary files /dev/null and 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b/src/content/docs/de/account/change-account-email.mdx new file mode 100644 index 0000000..099d026 --- /dev/null +++ b/src/content/docs/de/account/change-account-email.mdx @@ -0,0 +1,8 @@ +--- +title: E-Mail-Adresse ändern +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/de/account/change-global-admin-passphrase.mdx b/src/content/docs/de/account/change-global-admin-passphrase.mdx new file mode 100644 index 0000000..38815fe --- /dev/null +++ b/src/content/docs/de/account/change-global-admin-passphrase.mdx @@ -0,0 +1,8 @@ +--- +title: Globalen Admin-Passphrase ändern +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/de/account/index.mdx b/src/content/docs/de/account/index.mdx new file mode 100644 index 0000000..7e277ad --- /dev/null +++ b/src/content/docs/de/account/index.mdx @@ -0,0 +1,30 @@ +--- +title: Kontoübersicht +description: Dieser Bereich hilft Dir beim Einrichten und Navigieren des OpenReception-Dashboards. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +Dieser Bereich hilft Dir beim Einrichten und Navigieren des OpenReception-Dashboards. + + + + + + diff --git a/src/content/docs/de/account/login.mdx b/src/content/docs/de/account/login.mdx new file mode 100644 index 0000000..c91c19f --- /dev/null +++ b/src/content/docs/de/account/login.mdx @@ -0,0 +1,37 @@ +--- +title: Anmelden +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du Dich im OpenReception-Dashboard anmeldest. +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du Dich im OpenReception-Dashboard anmeldest. + +:::note +Dies ist nicht die [Klienten-Anmeldung](/de/client-side/client-dashboard) +::: + + + +1. Gehe zur Terminbuchungsseite Deiner Organisation. Klicke auf _Anmelden_ in der oberen linken Ecke. + + ![Startseite Terminbuchung](./assets/login/1-home.png) + +1. Du wirst zur Klienten-Anmeldung weitergeleitet. Klicke auf _Ich bin ein Mitarbeiter:in hier_. + + ![Klienten-Anmeldung](./assets/login/2-client-login.png) + +1. Jetzt befindest Du Dich auf der Dashboard-Anmeldeseite. + + ![Dashboard-Anmeldung](./assets/login/3-dashboard-login.png) + +1. Gib Deine **E-Mail-Adresse** ein + +1. _Tippe um Passkey hinzuzufügen_ und folge den Anweisungen im Systemfenster, um Deinen Passkey einzugeben. + +1. Sobald dies erledigt ist, versuchen wir automatisch, Dich anzumelden. Falls erfolgreich, wirst Du zum Dashboard weitergeleitet. + + diff --git a/src/content/docs/de/account/manage-passkeys.mdx b/src/content/docs/de/account/manage-passkeys.mdx new file mode 100644 index 0000000..685706d --- /dev/null +++ b/src/content/docs/de/account/manage-passkeys.mdx @@ -0,0 +1,8 @@ +--- +title: Passkeys verwalten +description: tbd +lastUpdated: 2026-03-01 +draft: true +sidebar: + order: 10 +--- diff --git a/src/content/docs/de/account/setup-account.mdx b/src/content/docs/de/account/setup-account.mdx new file mode 100644 index 0000000..591a20a --- /dev/null +++ b/src/content/docs/de/account/setup-account.mdx @@ -0,0 +1,67 @@ +--- +title: Konto einrichten +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du Dein OpenReception-Konto einrichtest, wenn Du zu einer Organisation eingeladen wurdest. +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du Dein OpenReception-Konto einrichtest, wenn Du zu einer Organisation eingeladen wurdest. + +:::note +Diese Anleitung erfordert, dass Du zuvor von einem anderen Teammitglied [eingeladen wurdest](/de/staff/add-staff-member). +::: + +:::caution +Du wirst Deinen [PRT Passkey](/de/getting-started/#passkeys) für diese Anleitung benötigen. +::: + + + +1. Du wirst eine E-Mail mit einer Einladung in Deinem Posteingang haben. Klicke auf den Link in dieser E-Mail. + +1. Du wirst möglicherweise einen Erfolgsmeldung für die E-Mail-Bestätigung sehen. + + ![E-Mail bestätigt](./assets/setup-account/1-email-confirmed.png) + + Falls Deine Einladung abgelaufen ist, wirst Du eine _Bestätigung fehlgeschlagen_-Meldung sehen. Du kannst auf derselben Seite einen neuen Einladungslink anfordern, indem Du auf _E-Mail erneut senden_ klickst. + + ![E-Mail-Bestätigung fehlgeschlagen](./assets/setup-account/1b-verification-failed.png) + +1. Wenn Du Deine E-Mail-Adresse bestätigt hast, klicke auf _Passkey einrichten_. + +1. Du wirst zu einem Formular weitergeleitet, in dem Du Deinen Passkey hinzufügen kannst, indem Du auf _Tippe um Passkey hinzuzufügen_ klickst. + + ![Passkey-Einrichtungsformular](./assets/setup-account/2-setup-passkey.png) + +1. Je nachdem welchen Passkey Du verwendest wird nun ein Systemfenster angezeigt, das Dich durch die Einrichtung Deines Passkeys für diese Seite führt. Folge den Anweisungen. + + Bei **Software Passkeys** ist in der Regel eine biometrische Genehmigung erforderlich. + + Bei **Hardware Passkeys** ist in der Regel das Berühren des Kontaktbereichs eines Passkeys (normalerweise eine Metalloberfläche) und die Eingabe einer Passphrase/PIN erforderlich. + + Falls Du diesen Passkey zum ersten Mal verwendest, musst Du möglicherweise auch eine PIN/Passphrase festlegen. **Verwende eine starke und lange Passphrase!** + +1. Sobald Du Deinen Passkey eingerichtet hast, müssen wir zusätzliche Daten abrufen, um Termine zu entschlüsseln. Du siehst ein Bestätigungsfenster: + + ``` + Jetzt verwende den neu erstellten Passkey, um damit die Verschlüsselung zu aktivieren. + ``` + + Bestätige mit _Ok_. + +1. Du wirst aufgefordert die Verwendung Deines Passkeys zu bestätigen. Dieser Vorgang ähnelt dem oben beschriebenen Prozess. + +1. Sobald dieser Vorgang abgeschlossen ist, wird _Passkey hinzugefügt_ im **Passkey-Feld** angezeigt. Klicke jetzt auf _Passkey hinzufügen_ + + ![Passkey erfolgreich hinzugefügt](./assets/setup-account/3-setup-passkey-successful.png) + +1. Die siehst jetzt zwei Benachrichtigungen für das Erfolgreiche Setzen des Passkeys. Das Anmeldeformular wird angezeigt. + + ![Konto einrichten abgeschlossen](./assets/setup-account/4-account-successfully-set-up.png) + + + +Dein Konto ist jetzt eingerichtet. Deine Kolleg:innen müssen evtl. noch den [Zugriff auf bereits bestehende Daten von Klient:innen freigeben](/de/staff/grant-access-to-staff-member). diff --git a/src/content/docs/de/account/user-interface-tips.mdx b/src/content/docs/de/account/user-interface-tips.mdx new file mode 100644 index 0000000..dd4422d --- /dev/null +++ b/src/content/docs/de/account/user-interface-tips.mdx @@ -0,0 +1,31 @@ +--- +title: Tipps zur Benutzeroberfläche +description: Diese Seite zeigt einige Tipps zum Arbeiten mit dem OpenReception-Dashboard +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +Diese Seite zeigt einige Tipps zum Arbeiten mit dem OpenReception-Dashboard + +## Dashboard-Übersicht + +Das Dashboard gibt Dir Zugriff auf alle Termine und Einstellungen. + +Du kannst die Navigations-Seitenleiste vergrößern und verkleinern, indem Du deren Rand oder das Seitenlisten-Symbol in der oberen linken Ecke des Hauptbereichs klickst. + +![Dashboard-Übersicht](./assets/user-interface/1-dashboard-overview.png) + +## Kontomenü + +Du kannst auf Deine persönlichen Kontoeinstellungen über das Kontomenü zugreifen. + +Dies ist auch der Ort, an dem Du Dich sicher abmelden kannst. + +![Kontomenü](./assets/user-interface/2-account-menu.png) + +## Mandantenwechsel + +Globale Admins können den Mandantenwechsel in der oberen linken Ecke nutzen. Dies macht das Wechseln zwischen Mandanten schnell. + +![Mandantenwechsel](./assets/user-interface/3-tenant-switch.png) diff --git a/src/content/docs/de/agents/add-absence.mdx b/src/content/docs/de/agents/add-absence.mdx new file mode 100644 index 0000000..da90fc2 --- /dev/null +++ b/src/content/docs/de/agents/add-absence.mdx @@ -0,0 +1,27 @@ +--- +title: Abwesenheit hinzufügen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine Abwesenheit für einen/eine Akteur:in in OpenReception hinzufügst +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigiere zum Abschnitt Abwesenheiten des Dashboards und klicke auf _Abwesenheit hinzufügen_ + + ![Leere Abwesenheits-Liste](./assets/add-absence/1-empty-absences-list.png) + +1. Ein Modal mit einem Formular wird geöffnet. + - Wähle die abwesende **Akteur:in** + - Ändere den **Grund**, wenn Du ihn hier verfolgen möchtest. + - Wähle einen Zeitbereich für die Abwesenheit. Das **Enddatum** muss in der Zukunft liegen. + + ![Abwesenheit hinzufügen Formular](./assets/add-absence/2-add-absence-form.png) + +1. Klicke auf _Abwesenheit hinzufügen_ und es wird gespeichert. + ![Mandanten-Formular](./assets/add-absence/3-absence-added.png) + + diff --git a/src/content/docs/de/agents/add-agent.mdx b/src/content/docs/de/agents/add-agent.mdx new file mode 100644 index 0000000..26369b3 --- /dev/null +++ b/src/content/docs/de/agents/add-agent.mdx @@ -0,0 +1,35 @@ +--- +title: Akteur:in hinzufügen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du einen/eine Akteur:in zu OpenReception hinzufügst +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Bevor Du einen/eine Akteur:in hinzufügst, stelle sicher, dass Du [alle Mandanten-Sprachen eingerichtet](../../settings/base-settings) hast. +::: + + + +1. Navigiere zum Abschnitt Akteure des Dashboards und klicke auf _Akteur:in hinzufügen_ + + ![Leere Akteur-Liste](./assets/add-agent/1-empty-agent-list.png) + +1. Ein Modal mit einem Formular wird geöffnet. + - Füge einen **Namen** hinzu + - Füge eine **Beschreibung** hinzu, wenn Du möchtest. Wenn Du sie für eine Sprache gesetzt hast, musst Du sie auch für alle anderen Sprachen setzen. + - Klicke auf _Bild hochladen_, um ein Bild für diese Akteur:in hinzuzufügen. + + ![Akteur:in hinzufügen Formular](./assets/add-agent/2-add-agent-form.png) + +1. Wenn Du ein Bild hochgeladen hast, kannst Du es direkt in OpenReception zuschneiden. Klicke auf _Übernehmen_, wenn Du zufrieden mit Deiner Auswahl bist. + + ![Mandanten-Formular](./assets/add-agent/3-cropping-an-agent-image.png) + +1. 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Navigiere zum Abschnitt Abwesenheiten des Dashboards, suche nach der Abwesenheit, die Du löschen möchtest, und öffne das Kontextmenü dafür. Klicke auf _Löschen_. + + ![Leere Abwesenheits-Liste](./assets/delete-absence/1-absences-list-with-context-menu.png) + +1. Ein Modal wird geöffnet. Klicke auf _Abwesenheit löschen_ + + ![Abwesenheit löschen Formular](./assets/delete-absence/2-delete-absence-form.png) + +1. Die Abwesenheit wird entfernt. + + ![Abwesenheit gelöscht](./assets/delete-absence/3-absence-deleted.png) + + diff --git a/src/content/docs/de/agents/delete-agent.mdx b/src/content/docs/de/agents/delete-agent.mdx new file mode 100644 index 0000000..378e351 --- /dev/null +++ b/src/content/docs/de/agents/delete-agent.mdx @@ -0,0 +1,25 @@ +--- +title: Akteur:in löschen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du einen/eine Akteur:in aus OpenReception entfernst +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigiere zum Abschnitt Akteure des Dashboards, suche nach der Akteur:in, die Du löschen möchtest, und öffne das Kontextmenü dafür. Klicke auf _Löschen_. + + ![Akteur-Liste mit Kontextmenü](./assets/delete-agent/1-agent-list-with-context-menu.png) + +1. Ein Modal mit einem Formular wird geöffnet. Gib den Namen der Akteur:in ein und klicke auf _Akteur:in löschen_ + + ![Akteur:in löschen Formular](./assets/delete-agent/2-delete-agent-form.png) + +1. Die Akteur:in wird entfernt. + + ![Akteur:in gelöscht](./assets/delete-agent/3-agent-deleted.png) + + diff --git a/src/content/docs/de/agents/edit-absence.mdx b/src/content/docs/de/agents/edit-absence.mdx new file mode 100644 index 0000000..b5ff20f --- /dev/null +++ b/src/content/docs/de/agents/edit-absence.mdx @@ -0,0 +1,32 @@ +--- +title: Abwesenheit bearbeiten +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine Abwesenheit für einen/eine Akteur:in in OpenReception bearbeitest +lastUpdated: 2026-03-01 +sidebar: + order: 6 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Du kannst die Akteur:in nicht ändern. Du musst die Abwesenheit entfernen und eine neue Abwesenheit mit der korrekten Akteur:in erstellen, in diesem Fall. +::: + + + +1. Navigiere zum Abschnitt Abwesenheiten des Dashboards, suche nach der Abwesenheit, die Du bearbeiten möchtest, und öffne das Kontextmenü dafür. Klicke auf _Bearbeiten_. + + ![Abwesenheits-Liste](./assets/edit-absence/1-absences-list-with-context-menu.png) + +1. Ein Modal mit einem Formular wird geöffnet. + - Ändere den **Grund**, wenn Du möchtest + - Ändere den Zeitbereich, wenn Du möchtest + - Klicke auf _Übernehmen_, wenn Du fertig bist. + + ![Abwesenheit bearbeiten Formular](./assets/edit-absence/2-edit-absence-form.png) + +1. Die Abwesenheit wird aktualisiert. + + ![Abwesenheit bearbeitet](./assets/edit-absence/3-absence-edited.png) + + diff --git a/src/content/docs/de/agents/edit-agent.mdx b/src/content/docs/de/agents/edit-agent.mdx new file mode 100644 index 0000000..5ae6fb6 --- /dev/null +++ b/src/content/docs/de/agents/edit-agent.mdx @@ -0,0 +1,33 @@ +--- +title: Akteur:in bearbeiten +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du einen/eine Akteur:in in OpenReception bearbeitest +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Wenn Du Beschreibungen verwendest und seit der letzten Bearbeitung einer Akteur:in Sprachen hinzugefügt hast, kannst Du Deine Änderungen nur speichern, wenn Du Beschreibungen aller fehlenden Sprachen hinzufügst. +::: + + + +1. Navigiere zum Abschnitt Akteure des Dashboards, suche nach der Akteur:in, die Du bearbeiten möchtest, und öffne das Kontextmenü dafür. Klicke auf _Bearbeiten_. + + ![Akteur-Liste](./assets/edit-agent/1-agent-list-with-context-menu.png) + +1. Ein Modal mit einem Formular wird geöffnet. + - Bearbeite den **Namen** + - Bearbeite **Beschreibungen**, wenn Du möchtest. + - Bearbeite das **Bild**, wenn Du möchtest. + - Klicke auf _Übernehmen_, wenn Du fertig bist. + + ![Akteur:in bearbeiten Formular](./assets/edit-agent/2-edit-agent-form.png) + +1. Die Akteur:in wird aktualisiert. + + ![Akteur:in bearbeitet](./assets/edit-agent/3-agent-edited.png) + + diff --git a/src/content/docs/de/agents/index.mdx b/src/content/docs/de/agents/index.mdx new file mode 100644 index 0000000..335670e --- /dev/null +++ b/src/content/docs/de/agents/index.mdx @@ -0,0 +1,58 @@ +--- +title: Akteure & Abwesenheiten Übersicht +description: Akteure sind Personen/Gruppen/Teams, die Deine Termine entgegennehmen. Du kannst auch Abwesenheiten für Akteure hinzufügen, wenn sie nicht verfügbar sind. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +**Akteure** sind die Personen/Gruppen/Teams, die Deine Termine entgegennehmen. Wenn Du mehrere Akteure einem Kanal zuweist, können Klienten:innen wählen, mit welcher Akteur:in sie einen Termin vereinbaren möchten. + +:::note +Akteure sind nicht unbedingt dieselben Personen, die auf Deine Termine zugreifen. Nur [Mitarbeiter:innen](/de/staff) können auf Termine zugreifen. +::: + + + + + + + +Du kannst auch **Abwesenheiten** für Akteure hinzufügen, um sicherzustellen, dass niemand mit ihnen einen Termin vereinbart, wenn sie nicht verfügbar sind. + +:::note +Nur zukünftige Abwesenheiten werden angezeigt und Abwesenheiten in der Vergangenheit werden automatisch entfernt. +::: + + + + + + diff --git a/src/content/docs/de/calendar/add-appointments.mdx b/src/content/docs/de/calendar/add-appointments.mdx new file mode 100644 index 0000000..cb2f0b5 --- /dev/null +++ b/src/content/docs/de/calendar/add-appointments.mdx @@ -0,0 +1,94 @@ +--- +title: Termine hinzufügen +description: Der OpenReception-Kalender ermöglicht es Dir, Termine für Klienten:innen hinzuzufügen, die bereits in Deiner Datenbank vorhanden sind, neue Klienten:innen hinzuzufügen und Termine für Klienten:innen ohne E-Mail-Adresse hinzuzufügen +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Im Kalender kannst Du Termine zu jedem verfügbaren Zeitfenster hinzufügen. + +Um Klienten:innen zu identifizieren, verwendet OpenReception E-Mail-Adressen. Wenn Du die E-Mail-Adresse einer Klient:in hast und sie zum Termin hinzufügst, wird die Klient:in über Änderungen benachrichtigt. + +Du kannst aber auch Termine für Klienten:innen hinzufügen, die keine E-Mail-Adresse haben. + +## Termin mit E-Mail-Adresse hinzufügen + + + +1. Navigiere zum Kalenderabschnitt des Dashboards, gehe zu dem Datum und der Uhrzeit, zu der Du einen Termin hinzufügen möchtest, und klicke auf das leere Zeitfenster. + + ![Kalender Übersicht mit leeren Zeitfenstern](./assets/add-appointment-in-calendar/1-calendar-overview.png) + +1. Ein Modal wird geöffnet. Gib die E-Mail-Adresse der Klient:in ein und klicke auf _Klient:in suchen_ + + ![E-Mail zu Termin hinzufügen](./assets/add-appointment-in-calendar/2-add-appointment-find-client.png) + +1. Wenn die Klient:in gefunden wurde, siehst Du eine Benachrichtigung, die "Klient:in ausgewählt". + + ![Klient:in ausgewählt Benachrichtigung](./assets/add-appointment-in-calendar/3-add-appointment-details.png) + + Wenn nicht, wirst Du gefragt, ob Du diese Klient:in hinzufügen möchtest: + + ``` + Diese Klient:in hat noch kein Konto. Möchten Sie ein Konto erstellen? + ``` + + Klicke auf _Ok_, um die Klient:in hinzuzufügen, oder auf _Abbrechen_, um es mit einer anderen E-Mail-Adresse zu versuchen. + +1. Auf jeden Fall wirst Du aufgefordert, Termindetails einzugeben. + - Füge einen **Namen** hinzu + - Füge eine **Telefonnummer** hinzu, wenn Du möchtest + - Setze das Häckchen für **Benachrichtigungen**, wenn die Klient:in Benachrichtigungen per E-Mail wünscht + - Klicke auf _Daten hinzufügen_ + + ![Terminedetails-Formular](./assets/add-appointment-in-calendar/3b-add-appointment-details.png) + +1. Zum Abschluss kannst Du Deinen Termin überprüfen, bevor Du ihn erstellst. Klicke auf _Termin hinzufügen_, um ihn zu erstellen. + + ![TerminÜbersicht](./assets/add-appointment-in-calendar/4-add-appointment-overview.png) + +1. Du siehst eine Erfolgsmeldung, sobald der Termin erstellt wurde. Das Modal bleibt geöffnet, sodass Du mit der Klient:in darüber sprechen kannst. + + ![Termin hinzugefügt](./assets/add-appointment-in-calendar/5-appointment-added.png) + + Wenn Du das Modal schliesst, siehst Du den neu hinzugefügten Termin im Kalender. + + ![Hinzugefügter Termin im Kalender](./assets/add-appointment-in-calendar/6-appointment-added-calendar-overview.png) + + + +## Termin ohne E-Mail-Adresse hinzufügen + + + +1. Navigiere zum Kalenderabschnitt des Dashboards, gehe zu dem Datum und der Uhrzeit, zu der Du einen Termin hinzufügen möchtest, und klicke auf das leere Zeitfenster. + + ![Kalender Übersicht mit leeren Zeitfenstern](./assets/add-appointment-in-calendar-client-without-email/1-calendar-overview.png) + +1. Ein Modal wird geöffnet. Klicke auf _Klient:in hat keine E-Mail_, um das E-Mail-Formular zu Überspringen. + + ![Termin hinzufügen: Klient:in hat keine E-Mail Schaltfläche](./assets/add-appointment-in-calendar-client-without-email/2-add-appointment-client-has-no-email.png) + +1. Du wirst aufgefordert, Termindetails einzugeben. + - Füge einen **Namen** hinzu + - Füge eine **Telefonnummer** hinzu, wenn Du möchtest + - Klicke auf _Daten hinzufügen_ + + ![Terminedetails-Formular](./assets/add-appointment-in-calendar-client-without-email/3-add-appointment-details.png) + +1. Zum Abschluss kannst Du Deinen Termin überprüfen, bevor Du ihn erstellst. Klicke auf _Termin hinzufügen_, um ihn zu erstellen. + + ![TerminÜbersicht](./assets/add-appointment-in-calendar-client-without-email/4-add-appointment-overview.png) + +1. Du siehst eine Erfolgsmeldung, sobald der Termin erstellt wurde. 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a/src/content/docs/de/calendar/assets/calendar-overview/4-calendar-filters-agents.png b/src/content/docs/de/calendar/assets/calendar-overview/4-calendar-filters-agents.png new file mode 100644 index 0000000..cf9d94f Binary files /dev/null and b/src/content/docs/de/calendar/assets/calendar-overview/4-calendar-filters-agents.png differ diff --git a/src/content/docs/de/calendar/assets/calendar-overview/5-appointment-details.png b/src/content/docs/de/calendar/assets/calendar-overview/5-appointment-details.png new file mode 100644 index 0000000..6f3b2ff Binary files /dev/null and b/src/content/docs/de/calendar/assets/calendar-overview/5-appointment-details.png differ diff --git a/src/content/docs/de/calendar/cancel-appointment.mdx b/src/content/docs/de/calendar/cancel-appointment.mdx new file mode 100644 index 0000000..19bd01d --- /dev/null +++ b/src/content/docs/de/calendar/cancel-appointment.mdx @@ -0,0 +1,37 @@ +--- +title: Termin absagen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du einen Termin in OpenReception absagst +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Wenn Du einen Termin im Kalender hast, den Du entfernen möchtest, kannst Du ihn **absagen**. + + + +1. Navigiere zum Kalenderabschnitt des Dashboards, gehe zu dem Termin, den Du absagen möchtest, und klicke darauf. + + ![Kalender mit Terminen](./assets/calendar-cancel-appointment/1-calendar-with-appointments.png) + +1. Ein Modal mit den Termindetails wird geöffnet. Klicke auf _Termin absagen_ + + ![Termindetails mit Absagen-Schaltfläche](./assets/calendar-cancel-appointment/2-appointment-details-with-cancel-button.png) + +1. Ein Bestätigungsdialog wird geöffnet. + + ``` + Sind Sie sicher, dass Sie diesen Termin absagen möchten? + ``` + + Klicke auf _Ok_, um fortzufahren. + +1. Der Termin wird nun entfernt. Wenn die Klient:in E-Mail-Benachrichtigungen aktiviert hat, wird eine Benachrichtigung versendet. + + ![Termin abgesagt](./assets/calendar-cancel-appointment/3-appointment-cancelled.png) + + Jeder Mitarbeiter:in im Kanal wird benachrichtigt. + + diff --git a/src/content/docs/de/calendar/confirm-appointment.mdx b/src/content/docs/de/calendar/confirm-appointment.mdx new file mode 100644 index 0000000..db38e7d --- /dev/null +++ b/src/content/docs/de/calendar/confirm-appointment.mdx @@ -0,0 +1,29 @@ +--- +title: Termin bestätigen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine Terminanfrage in OpenReception bestätigst +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Wenn Du einen [Kanal so eingerichtet hast, dass eine Bestätigung erforderlich ist](/de/channels#bestätigung-erforderlich), bevor Termine angenommen werden, musst Du sie bestätigen oder [ablehnen](/de/calendar/deny-appointment). + + + +1. Navigiere zum Kalenderabschnitt des Dashboards, gehe zu dem Termin, den Du bestätigen möchtest, und klicke darauf. + + ![Kalender mit Terminen](./assets/calendar-confirm-appointment/1-calendar-with-requested-appointment.png) + +1. Ein Modal mit den Termindetails wird geöffnet. Klicke auf _Termin bestätigen_ + + ![Termindetails mit Bestätigungsschaltfläche](./assets/calendar-confirm-appointment/2-appointment-details-with-confirm-button.png) + +1. Der Termin ist nun bestätigt. Wenn die Klient:in E-Mail-Benachrichtigungen aktiviert hatte, wird eine Benachrichtigung versendet. + + ![Termin bestätigt](./assets/calendar-confirm-appointment/3-appointment-confirmed.png) + + Jeder Mitarbeiter:in im Kanal wird benachrichtigt. + + diff --git a/src/content/docs/de/calendar/deny-appointment.mdx b/src/content/docs/de/calendar/deny-appointment.mdx new file mode 100644 index 0000000..ca0a701 --- /dev/null +++ b/src/content/docs/de/calendar/deny-appointment.mdx @@ -0,0 +1,35 @@ +--- +title: Termin ablehnen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine Terminanfrage in OpenReception ablehnst +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Wenn Du einen [Kanal so eingerichtet hast, dass eine Bestätigung erforderlich ist](/de/channels#bestätigung-erforderlich), bevor Termine angenommen werden, musst Du sie [bestätigen](/de/calendar/confirm-appointment) oder ablehnen. + + + +1. Navigiere zum Kalenderabschnitt des Dashboards, gehe zu dem Termin, den Du ablehnen möchtest, und klicke darauf. + + ![Kalender mit Terminen](./assets/calendar-deny-appointment/1-calendar-with-requested-appointment.png) + +1. Ein Modal mit den Termindetails wird geöffnet. Klicke auf _Termin ablehnen_ + + ![Termindetails mit Ablehnungs-Schaltfläche](./assets/calendar-deny-appointment/2-appointment-details-with-deny-button.png) + +1. Ein Bestätigungsdialog wird geöffnet. + + ``` + Sind Sie sicher, dass Sie diesen Termin absagen möchten? + ``` + + Klicke auf _Ok_, um fortzufahren. + +1. Der Termin wird nun abgelehnt und entfernt. Wenn die Klient:in E-Mail-Benachrichtigungen aktiviert hatte, wird eine Benachrichtigung versendet. + + ![Termin abgelehnt](./assets/calendar-deny-appointment/3-appointment-denied.png) + + diff --git a/src/content/docs/de/calendar/index.mdx b/src/content/docs/de/calendar/index.mdx new file mode 100644 index 0000000..0ec04c6 --- /dev/null +++ b/src/content/docs/de/calendar/index.mdx @@ -0,0 +1,57 @@ +--- +title: Kalender Übersicht +description: Der OpenReception-Kalender ist optimiert, um Dir alle Deine heutigen Termine anzuzeigen und verfügbare Zeitfenster für zukünftige Termine zu finden +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +Die OpenReception Kalenderseite zeigt Dir standardmäßig alle Termine und verfügbaren Zeitfenster an. + +## Navigation + +Du kannst die Pfeile links und rechts neben dem angezeigten Datum verwenden, um im Kalender vor- oder zurückzugehen. + +Du kannst die Schaltfläche **Heute** verwenden, um schnell zum aktuellen Datum zu springen. + +## Zeitfenster & Termine + +Jeder Kanal hat seine eigene Farbe. Farben werden automatisch zugewiesen. + +- **Verfügbare Zeitfenster** haben einen transparenten Hintergrund und einen farbigen Rand. +- **Gebuchte Termine** haben einen Hintergrund und zeigen den Namen der Klient:in. +- **Angefragte Termine** haben einen halbdurchsichtigen Hintergrund, einen gestrichelten Rand und zeigen den Namen der Klient:in. + +![Kalender mit verfügbaren Zeitfenstern und Terminen](./assets/calendar-overview/1-calendar-overview.png) + +Stunden ohne Termine oder verfügbare Zeitfenster werden automatisch ausgeblendet. + +## Filter & Zoom + +Öffne die Einstellungsleiste, indem Du auf das Filtersymbol in der oberen rechten Ecke klickst. Auf größeren Bildschirmen wird diese Filterleiste immer angezeigt. + +Du kannst nach **Terminverfügbarkeit**, **Kanal** und **Akteur:in** filtern. Dies ermöglicht es Dir, den Tagesplan anzusehen (für jede Akteur:in oder Kanal) und nach dem nächsten verfügbaren Termin zu suchen. + +![Kalender mit offener Filterleiste](./assets/calendar-overview/2-calendar-filters.png) + +Die Verwendung des **Kanal**-Filters zeigt nur Termine und Zeitfenster für den jeweiligen Kanal an. + +![Kalender mit Kanal-Filter](./assets/calendar-overview/3-calendar-filter-channels.png) + +Die Verwendung des **Akteur**-Filters zeigt nur Termine und Zeitfenster mit dieser Akteur:in an. + +![Kalender mit Akteure-Filter](./assets/calendar-overview/4-calendar-filters-agents.png) + +Alle Filter können kombiniert werden. + +Du kannst auch den **Kalender-Zoom** anpassen, damit er am besten zur Länge Deiner Zeitfenster passt. + +## Termindetails + +Wenn Du auf einen Termin klickst, wird ein Modal geöffnet und zeigt die Details für diesen Termin an. + +Wenn Du auf die E-Mail-Adresse klickst, wird Deine E-Mail-Anwendung automatisch geöffnet. + +Wenn Du auf die Telefonnummer klickst, wird automatisch ein Anruf gestartet, wenn Du eine Telefon-App auf Deinem Gerät installiert hast. + +![Termindetails im Kalender](./assets/calendar-overview/5-appointment-details.png) diff --git a/src/content/docs/de/channels/add-channel.mdx b/src/content/docs/de/channels/add-channel.mdx new file mode 100644 index 0000000..98c689d --- /dev/null +++ b/src/content/docs/de/channels/add-channel.mdx @@ -0,0 +1,34 @@ +--- +title: Kanal hinzufügen +description: Diese Schritt-für-Schritt-Anleitung zeigt dir, wie du einen Kanal zu OpenReception hinzufügst +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Vor dem Hinzufügen eines Kanals stelle sicher, dass Du [alle Mandanten-Sprachen konfiguriert hast](../../settings/base-settings). +::: + + + +1. Navigiere zum Bereich Kanäle im Dashboard und klicke auf _Kanal hinzufügen_ + + ![Leere Kanalliste](./assets/add-channel/1-empty-channels-list.png) + +1. Ein Modal mit einem Formular öffnet sich. + - Füge einen **Namen** und eine **Beschreibung** in allen Deinen Sprachen hinzu + - Wähle die **Akteure:innen** aus, die Termine in diesem Kanal durchführen können. Bei automatischer Wahl werden die Akteur:innen in der Reihenfolge der Auswahl gewählt. + - Wähle die **Mitarbeiter:innen** aus, die Benachrichtigungen über diesen Kanal erhalten (für Terminanfragen). + - Wähle, ob dieser Kanal **öffentlich** sein soll. Wenn er nicht öffentlich ist, kannst nur Du Termine über den [Kalender](/de/calendar) buchen. + - Wähle, ob Termine einer **Bestätigung bedürfen**. Du wirst [vom Benachrichtigungssystem benachrichtigt](/de/staff/notifications), wenn eine neue Anfrage hinzugefügt wird. + - Füge einen **Zeitplan** für Deine Termine hinzu. Siehe [Zeitvorlagen](../#zeitvorlagen). + + ![Kanal hinzufügen Formular](./assets/add-channel/2-add-channel-form.png) + +1. Klicke dann auf _Kanal hinzufügen_ damit er gespeichert wird. + ![Kanal hinzugefügt](./assets/add-channel/3-channel-added.png) + + diff --git a/src/content/docs/de/channels/assets/add-channel/1-empty-channels-list.png b/src/content/docs/de/channels/assets/add-channel/1-empty-channels-list.png new file mode 100644 index 0000000..fa3c7eb Binary files /dev/null and b/src/content/docs/de/channels/assets/add-channel/1-empty-channels-list.png differ diff --git a/src/content/docs/de/channels/assets/add-channel/2-add-channel-form.png b/src/content/docs/de/channels/assets/add-channel/2-add-channel-form.png new file mode 100644 index 0000000..6205a9e Binary files /dev/null and b/src/content/docs/de/channels/assets/add-channel/2-add-channel-form.png differ diff --git a/src/content/docs/de/channels/assets/add-channel/3-channel-added.png b/src/content/docs/de/channels/assets/add-channel/3-channel-added.png new file mode 100644 index 0000000..e25f376 Binary files /dev/null and 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a/src/content/docs/de/channels/assets/delete-channel/2-delete-channel-form.png b/src/content/docs/de/channels/assets/delete-channel/2-delete-channel-form.png new file mode 100644 index 0000000..b064212 Binary files /dev/null and b/src/content/docs/de/channels/assets/delete-channel/2-delete-channel-form.png differ diff --git a/src/content/docs/de/channels/assets/delete-channel/3-channel-deleted.png b/src/content/docs/de/channels/assets/delete-channel/3-channel-deleted.png new file mode 100644 index 0000000..cff9700 Binary files /dev/null and b/src/content/docs/de/channels/assets/delete-channel/3-channel-deleted.png differ diff --git a/src/content/docs/de/channels/assets/edit-channel/1-channels-list-with-context-menu.png b/src/content/docs/de/channels/assets/edit-channel/1-channels-list-with-context-menu.png new file mode 100644 index 0000000..4a6a3e9 Binary files /dev/null and b/src/content/docs/de/channels/assets/edit-channel/1-channels-list-with-context-menu.png differ diff --git a/src/content/docs/de/channels/assets/edit-channel/2-edit-channel-form.png b/src/content/docs/de/channels/assets/edit-channel/2-edit-channel-form.png new file mode 100644 index 0000000..1ef28ff Binary files /dev/null and b/src/content/docs/de/channels/assets/edit-channel/2-edit-channel-form.png differ diff --git a/src/content/docs/de/channels/assets/edit-channel/3-channel-edited.png b/src/content/docs/de/channels/assets/edit-channel/3-channel-edited.png new file mode 100644 index 0000000..0d29afc Binary files /dev/null and b/src/content/docs/de/channels/assets/edit-channel/3-channel-edited.png differ diff --git a/src/content/docs/de/channels/deactivate-channel.mdx b/src/content/docs/de/channels/deactivate-channel.mdx new file mode 100644 index 0000000..31e6551 --- /dev/null +++ b/src/content/docs/de/channels/deactivate-channel.mdx @@ -0,0 +1,35 @@ +--- +title: Kanal deaktivieren/aktivieren +description: Diese Schritt-für-Schritt-Anleitung zeigt dir, wie du einen Kanal in OpenReception deaktivierst oder aktivierst +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Wenn Du keine neuen Termine in einem Kanal annehmen möchtest, kannst Du ihn deaktivieren. + +:::note +Diese Seite zeigt, wie man einen Kanal aktiviert. Derselbe Prozess gilt auch für das Deaktivieren eines Kanals. +::: + + + +1. Navigiere zum Bereich Kanäle im Dashboard, suche nach dem Kanal, den Du aktivieren/deaktivieren möchtest, und öffne das Kontextmenü. Klicke auf _Aktivieren_. + + ![Kanalliste mit Aktivieren-Option](./assets/deactivate-channel/1-channels-list-with-context-menu-activate.png) + +1. Ein Modal öffnet sich. Klicke auf _Kanal aktivieren_ + + ![Kanal bearbeiten Formular](./assets/deactivate-channel/2-activate-channel-form.png) + +1. Der Kanal wird aktiviert. Er wird wieder in der Kanalliste zum [Buchen von Terminen](/de/client-side/book-appointment) angezeigt. + + ![Kanal aktiviert](./assets/deactivate-channel/3-channel-activated.png) + + + +Du kannst jetzt denselben Prozess ausführen, um den Kanal zu deaktivieren. + +![Kanalliste mit Deaktivieren-Option](./assets/deactivate-channel/4-channels-list-with-context-menu-deactivate.png) diff --git a/src/content/docs/de/channels/delete-channel.mdx b/src/content/docs/de/channels/delete-channel.mdx new file mode 100644 index 0000000..52cb4ed --- /dev/null +++ b/src/content/docs/de/channels/delete-channel.mdx @@ -0,0 +1,29 @@ +--- +title: Kanal löschen +description: Diese Schritt-für-Schritt-Anleitung zeigt dir, wie du einen Kanal aus OpenReception entfernst +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::danger +Wenn Du einen Kanal löschst, verschwinden damit auch alle Termine in diesem Kanel. Der Vorgang kann nicht rückgängig gemacht werden. +::: + + + +1. Navigiere zum Bereich Kanäle im Dashboard, suche nach dem Kanal, den Du löschen möchtest, und öffne das Kontextmenü. Klicke auf _Löschen_. + + ![Kanalliste](./assets/delete-channel/1-channels-list-with-context-menu.png) + +1. Ein Modal mit einem Formular öffnet sich. Gib den Namen des Kanals ein und klicke auf _Kanal löschen_ + + ![Kanal löschen Formular](./assets/delete-channel/2-delete-channel-form.png) + +1. Der Kanal wird entfernt. + + ![Kanal gelöscht](./assets/delete-channel/3-channel-deleted.png) + + diff --git a/src/content/docs/de/channels/edit-channel.mdx b/src/content/docs/de/channels/edit-channel.mdx new file mode 100644 index 0000000..6c7f0ba --- /dev/null +++ b/src/content/docs/de/channels/edit-channel.mdx @@ -0,0 +1,36 @@ +--- +title: Kanal bearbeiten +description: Diese Schritt-für-Schritt-Anleitung zeigt dir, wie du einen Kanal in OpenReception bearbeitest +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Wenn Du Beschreibungen verwendest und Sprachen hinzugefügt hast, seit Du einen Kanal zuletzt bearbeitet hast, kannst Du Deine Änderungen nur speichern, wenn Du Beschreibungen in allen fehlenden Sprachen hinzufügst. +::: + + + +1. Navigiere zum Bereich Kanäle im Dashboard, suche nach dem Kanal, den Du bearbeiten möchtest, und öffne das Kontextmenü. Klicke auf _Bearbeiten_. + + ![Kanalliste](./assets/edit-channel/1-channels-list-with-context-menu.png) + +1. Ein Modal mit einem Formular öffnet sich. + - Bearbeite den **Namen** und die **Beschreibung** in allen Deinen Sprachen, wenn Du möchtest + - Ändere die Auswahl der **Akteure:innen**, die Termine in diesem Kanal durchführen können. Bei automatischer Wahl werden die Akteur:innen in der Reihenfolge der Auswahl gewählt. + - Ändere die Auswahl der **Mitarbeiter:innen**, die Benachrichtigungen über diesen Kanal erhalten (für Terminanfragen). + - Ändere, ob dieser Kanal **öffentlich** sein soll. Wenn er nicht öffentlich ist, kannst nur Du Termine über den [Kalender](/de/calendar) buchen + - Ändere, ob Termine **Bestätigung erforderlich** haben. Du wirst [vom Benachrichtigungssystem benachrichtigt](/de/staff/notifications), wenn eine neue Anfrage hinzugefügt wird. + - Ändere die **Zeitvorlagen** für diesen Kanal, wenn Du möchtest. Siehe [Zeitvorlagen](/de/channels/#zeitvorlagen). + - Klicke _Übernehmen_ + + ![Kanal bearbeiten Formular](./assets/edit-channel/2-edit-channel-form.png) + +1. Der Kanal wird aktualisiert. + + ![Kanal bearbeitet](./assets/edit-channel/3-channel-edited.png) + + diff --git a/src/content/docs/de/channels/index.mdx b/src/content/docs/de/channels/index.mdx new file mode 100644 index 0000000..762dd0f --- /dev/null +++ b/src/content/docs/de/channels/index.mdx @@ -0,0 +1,54 @@ +--- +title: Kanäle Übersicht +description: Kanäle sind eine Möglichkeit, verschiedene Arten von Terminen zu sammeln. +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +**Kanäle** sind eine Möglichkeit, verschiedene Arten von Terminen zu sammeln. Du kannst mehrere [Akteure:innen](../agents) einem Kanal zuweisen und jede Akteur:in kann mehreren Kanälen zugewiesen werden. + + + + + + + + +## Bestätigung erforderlich + +Du hast volle Kontrolle über Deinen Kalender. Deshalb kannst Du verlangen, dass Klient:innen einen Termin anfragen müssen und Du ihn bestätigst. + +Wähle dazu einfach die Option **Bestätigung erforderlich** in den Kanaleinstellungen an. Wenn diese Option aktiviert ist, werden Klient:innen darauf hingewiesen, dass ihr Termin nur eine Anfrage ist. + +Sobald die Anfrage hinzugefügt wird, werden die Mitarbeiter:innen, die mit dem Kanal verbunden sind, [über das Benachrichtigungssystem benachrichtigt](../staff/notifications). + +Die Benachrichtigung führt Dich zum Termin, wo Du ihn [bestätigen](../calendar/confirm-appointment) oder [ablehnen](../calendar/deny-appointment) kannst. + +## Zeitvorlagen + +Kanäle verwenden Zeitvorlagen, die automatisch verfügbare Zeitfenster basierend auf Deinen Einstellungen erstellen. Wenn Du möchtest, dass eine oder alle Deine Akteure:innen in einem bestimmten Zeitraum nicht verfügbar sind, musst Du einfach eine [Abwesenheit für sie hinzufügen](../agents/add-absence). + +Du kannst so viele Zeitvorlagen hinzufügen wie Du möchtest. Jede Vorlage besteht aus + +- den Wochentagen, für die du diesen Termin anbietest (Montag, Dienstag, ...) +- Stunden und Minuten, wann die Vorlage beginnt und endet (08:00 Uhr, 08:15 Uhr, ...) +- der Dauer der Zeitfenster in dieser Vorlage diff --git a/src/content/docs/de/client-side/assets/book-appointment/1-home.png b/src/content/docs/de/client-side/assets/book-appointment/1-home.png new file mode 100644 index 0000000..ca183e7 Binary files /dev/null and b/src/content/docs/de/client-side/assets/book-appointment/1-home.png differ diff --git a/src/content/docs/de/client-side/assets/book-appointment/2-select-channel.png b/src/content/docs/de/client-side/assets/book-appointment/2-select-channel.png new file mode 100644 index 0000000..aaa03e6 Binary files /dev/null and b/src/content/docs/de/client-side/assets/book-appointment/2-select-channel.png differ diff --git a/src/content/docs/de/client-side/assets/book-appointment/3-select-agent.png 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differ diff --git a/src/content/docs/de/client-side/book-appointment.mdx b/src/content/docs/de/client-side/book-appointment.mdx new file mode 100644 index 0000000..aa9407a --- /dev/null +++ b/src/content/docs/de/client-side/book-appointment.mdx @@ -0,0 +1,63 @@ +--- +title: Termin buchen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du einen Termin in OpenReception buchst +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du einen Termin in OpenReception buchst. + +:::note +Einige Termintypen können nicht direkt gebucht werden. Diese müssen erst angefragt werden. Eine Mitarbeiter:in wird Deine Anfrage später [bestätigen](/de/calendar/confirm-appointment) oder [ablehnen](/de/calendar/deny-appointment). +::: + + + +1. Navigiere zur Terminbuchungsseite der Organisation und klicke auf _Termin buchen_. + + ![Startseite der Organisation](./assets/book-appointment/1-home.png) + +1. Wähle den Termintyp, den Du möchtest (intern nennen wir diese Kanäle). + + ![Kanal wählen](./assets/book-appointment/2-select-channel.png) + +1. Wähle die Person, bei der Du einen Termin haben möchtest. Dieser Schritt entfällt, wenn nur eine Person für diesen Termintyp verfügbar ist. + + ![Akteur:in wählen](./assets/book-appointment/3-select-agent.png) + +1. Wähle ein verfügbares **Datum** und eine verfügbare **Uhrzeit** für Deinen Termin. + + ![Datum und Uhrzeit wählen](./assets/book-appointment/4-select-date-and-time.png) + +1. Füge Deine persönlichen Daten hinzu. + - Füge Deinen **Namen** hinzu. + - Füge Deine **E-Mail-Adresse** hinzu. + - Aktiviere das Häckchen unter dem E-Mail-Feld, um **über Änderungen benachrichtigt** zu werden. Wenn Du dies nicht aktivierst, musst Du Dich [anmelden](/de/client-side/client-dashboard), um nach Änderungen zu schauen. + - Füge Deine **Telefonnummer** hinzu. Die Organisation kann verlangen, dass Du Deine Telefonnummer hier hinzufügst. + - Klicke _Daten hinzufügen_, um fortzufahren. + + ![Persönliche Daten hinzufügen](./assets/book-appointment/5-add-personal-data.png) + +1. Wenn Du hier bereits einen Termin gebucht hast, wähle den Tab _Anmelden_ oben. + + ![PIN-Eingabeformular](./assets/book-appointment/6-login-or-register.png) + +1. Gib' Deine PIN ein und klicke _Zusammenfassung anzeigen_ + +1. Wenn Du angemeldet bist und Deine E-Mail-Adresse und PIN korrekt sind, siehst Du eine Benachrichtigung _Erfolgreich angemeldet_. + + ![Erfolgreich angemeldet](./assets/book-appointment/7-review-appointment.png) + +1. Überprüfe die Termindetails. Klicke _Termin buchen_ oder _Termin anfragen_. + +1. Dein Termin ist nun gebucht/angefragt. + + ![Termin gebucht](./assets/book-appointment/8-appointment-booked.png) + ![Termin angefragt](./assets/book-appointment/8b-appointment-requested.png) + + + +Du kannst Dich jetzt anmelden, um den aktuellen Status Deines Termins zu sehen. diff --git a/src/content/docs/de/client-side/client-dashboard.mdx b/src/content/docs/de/client-side/client-dashboard.mdx new file mode 100644 index 0000000..0709fce --- /dev/null +++ b/src/content/docs/de/client-side/client-dashboard.mdx @@ -0,0 +1,57 @@ +--- +title: Klienten-Dashboard +description: Diese Seite führt Dich durch alle Dashboard-Funktionen auf Klient:in-Seite +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Diese Seite führt Dich durch alle Dashboard-Funktionen auf Klienten-Seite. + +## Anmelden + + + +1. Navigiere zur Terminbuchungsseite der Organisation und klicke _Anmelden_ in der linken oberen Ecke. + + ![Startseite der Organisation](./assets/client-dashboard/1-home.png) + +1. Gib' Deine **E-Mail-Adresse** und Deine **PIN** ein. Klicke _Anmelden_. + + ![Klient:in Anmeldung](./assets/client-dashboard/2-client-login.png) + +1. Wenn Deine Anmeldedaten korrekt sind, wirst Du zum Klienten-Dashboard weitergeleitet. + + ![Klienten Dashboard](./assets/client-dashboard/3-client-overview.png) + + + +## Dashboard-Übersicht + +Im Klienten-Dashboard siehst Du alle Deine zukünftigen Termine. + +Du kannst Dich auch sicher abmelden. + +![Klienten Dashboard](./assets/client-dashboard/3-client-overview.png) + +## Termin absagen + +Du kannst zukünftige Termine über das Klienten-Dashboard absagen. + + + +1. Navigiere zu Deinem Klienten-Dashboard. Suche nach dem Termin, den Du absagen möchtest, und klicke _Absagen_ auf seiner Karte. + + ![Klienten Dashboard](./assets/client-dashboard/3-client-overview.png) + +1. Es öffnet sich ein Modal. Klicke _Absagen_, um zu bestätigen. + + ![Termindetails mit Absagen-Funktion](./assets/client-dashboard/4-cancel-appointment.png) + +1. Dein Termin ist nun abgesagt und wird aus der Liste entfernt. + + ![Termin abgesagt](./assets/client-dashboard/5-appointment-cancelled.png) + + diff --git a/src/content/docs/de/client-side/index.mdx b/src/content/docs/de/client-side/index.mdx new file mode 100644 index 0000000..643be5a --- /dev/null +++ b/src/content/docs/de/client-side/index.mdx @@ -0,0 +1,24 @@ +--- +title: Klienten-Funktionen Übersicht +description: Dieser Bereich zeigt, wie Klient:innen Deine OpenReception Terminbuchungsseite nutzen können +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +Dieser Bereich zeigt, wie Klient:innen Deine OpenReception Terminbuchungsseite nutzen können + + + + + diff --git a/src/content/docs/de/community/code-of-conduct.md b/src/content/docs/de/community/code-of-conduct.md index e534403..1b26cdd 100644 --- a/src/content/docs/de/community/code-of-conduct.md +++ b/src/content/docs/de/community/code-of-conduct.md @@ -1,6 +1,9 @@ --- -title: Code of Conduct -description: Dies ist der Code of Conduct von OpenReception +title: Verhaltenskodex +description: Dies ist der Verhaltenskodex von OpenReception +lastUpdated: 2025-12-17 +sidebar: + order: 1 --- Version 1.0 vom 17. Dezember 2025 diff --git a/src/content/docs/de/community/index.mdx b/src/content/docs/de/community/index.mdx new file mode 100644 index 0000000..08118d3 --- /dev/null +++ b/src/content/docs/de/community/index.mdx @@ -0,0 +1,35 @@ +--- +title: Community Übersicht +description: Es gibt viele Möglichkeiten, wie du an der OpenReception-Community teilhaben oder mitwirken kannst +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +Es gibt viele Möglichkeiten, wie du an der OpenReception-Community teilhaben oder mitwirken kannst + + + + + + + diff --git a/src/content/docs/de/community/meetup.md b/src/content/docs/de/community/meetup.md index f144005..896245c 100644 --- a/src/content/docs/de/community/meetup.md +++ b/src/content/docs/de/community/meetup.md @@ -4,7 +4,7 @@ description: Es gibt eine monatliche Community-Meetup --- :::note -Bitte lies unseren [Code of Conduct](../code-of-conduct) before Du teilnimmst. +Bitte lies unseren [Verhaltenskodex](../code-of-conduct) before Du teilnimmst. ::: Es gibt ein monatliches Community-Meetup. Wir treffen uns **jeden ersten Mittwoch im Monat** von 20:00 bis 21:00 Uhr MEZ/ MESZ. Videoraum: https://whereby.com/openreception diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/0-claim-instance-start.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/0-claim-instance-start.png new file mode 100644 index 0000000..1961c00 Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/0-claim-instance-start.png differ diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/1-setup-global-admin-account.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/1-setup-global-admin-account.png new file mode 100644 index 0000000..b0e1cfb Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/1-setup-global-admin-account.png differ diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/2-check-email.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/2-check-email.png new file mode 100644 index 0000000..4388ffd Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/2-check-email.png differ diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/3a-claim-instance-success.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/3a-claim-instance-success.png new file mode 100644 index 0000000..9cdd925 Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/3a-claim-instance-success.png differ diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/3b-claim-instance-error.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/3b-claim-instance-error.png new file mode 100644 index 0000000..23da41f Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/3b-claim-instance-error.png differ diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/4-login.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/4-login.png new file mode 100644 index 0000000..9dc68ee Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/4-login.png differ diff --git a/src/content/docs/de/getting-started/assets/claiming-an-instance/5-dashboard-setup-first-tenant.png b/src/content/docs/de/getting-started/assets/claiming-an-instance/5-dashboard-setup-first-tenant.png new file mode 100644 index 0000000..9a15494 Binary files /dev/null and b/src/content/docs/de/getting-started/assets/claiming-an-instance/5-dashboard-setup-first-tenant.png differ diff --git a/src/content/docs/de/getting-started/claiming-an-instance.mdx b/src/content/docs/de/getting-started/claiming-an-instance.mdx new file mode 100644 index 0000000..cfddd5e --- /dev/null +++ b/src/content/docs/de/getting-started/claiming-an-instance.mdx @@ -0,0 +1,73 @@ +--- +title: Konfiguration starten +description: So startest Du die Konfiguration einer neu eingerichteten Instanz +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Den Besitz einer neu eingerichteten Instanz zu übernehmen gibt Dir globalen +Admin-Zugriff. Du kannst Mandanten und ihre Daten verwalten, allerdings keine +Termine. + +## Eine frisch installierte Instanz sichern + +Dieser Vorgang muss einmal durchgeführt werden, bevor die reguläre Einrichtung von Mandanten fortgesetzt werden kann. + +:::danger +Du solltest Deine Instanz so bald wie möglich in Besitz nehmen. Jeder mit Zugriff auf die Domain kann sich globalen Admin-Zugriff sichern. Der einfachste Weg, jemanden zu entfernen, der sich fälschlicherweise Zugriff verschafft hat, ist das Zurücksetzen des gesamten Systems/der Datenbank. +::: + + + +1. Navigiere zur Domain, die Dir gegeben wurde/die Du selbst als Admin-Domain gesetzt hast. Du wirst zum Einrichtungsassistenten weitergeleitet, wenn Deine Instanz noch nicht in Besitz genommen wurde. Drücke _Konfiguration starten_, um fortzufahren. + ![Willkommen bei OpenReception Bildschirm](./assets/claiming-an-instance/0-claim-instance-start.png) + +1. Füge Deine E-Mail-Adresse und Deinen Passkey (oder Passphrase) ein und klicke auf _Bestätigungsmail senden_ + :::note + Nur globale Admins können Passphrasen verwenden. + ::: + + ![Globales Admin-Konto erstellen](./assets/claiming-an-instance/1-setup-global-admin-account.png) + +1. Sobald Dein Konto erstellt ist, wirst Du aufgefordert, Deine E-Mail-Adresse zu überprüfen. + ![Konto erstellt: Überprüfe Deine E-Mail](./assets/claiming-an-instance/2-check-email.png) + +1. Du erhältst eine E-Mail mit folgendem Inhalt. Klicke auf die Schaltfläche oder öffne die URL in einem Browser. + + ``` + Hallo Admin, + + willkommen auf unserer Terminbuchungsplattform. Bitte bestätige Deine E-Mail-Adresse. + + [E-Mail-Adresse bestätigen] + + Schaltfläche funktioniert nicht? Öffne diese URL in Deinem Browser: + https://link-to-your-instance/confirm/token + + Dieser Link ist nur 10 Minuten lang gültig und kann nur einmal verwendet werden. + + Du erhältst diese E-Mail, weil jemand mit Deiner E-Mail-Adresse ein Konto registriert hat. + ``` + + Falls dies länger als 10 Minuten dauert, kannst Du die E-Mail erneut senden, nachdem Du den Link geöffnet hast. + +1. Im Browser siehst Du eine Erfolgsmeldung. Klicke auf _Ersten Mandanten anlegen_, um fortzufahren. + + ![Instanz erfolgreich in Besitz genommen](./assets/claiming-an-instance/3a-claim-instance-success.png) + + Falls es länger als 10 Minuten dauerte, auf diesen Link zu klicken, oder das Token ist falsch, siehst Du eine Fehlermeldung und kannst auf _E-Mail erneut senden_ klicken. Dies löst eine neue E-Mail mit einem neuen Token aus und Du kannst es erneut versuchen. + + ![Überprüfungsfehler bei Instanz-Besitznahme](./assets/claiming-an-instance/3b-claim-instance-error.png) + +1. Jetzt kannst Du Dich mit Deinen neu erstellten Anmeldedaten anmelden. + ![Anmeldebildschirm](./assets/claiming-an-instance/4-login.png) + +1. Nach der Anmeldung wirst Du aufgefordert, den ersten Mandanten zu erstellen. + ![Anmeldebildschirm](./assets/claiming-an-instance/5-dashboard-setup-first-tenant.png) + + diff --git a/src/content/docs/de/getting-started/index.mdx b/src/content/docs/de/getting-started/index.mdx new file mode 100644 index 0000000..902978d --- /dev/null +++ b/src/content/docs/de/getting-started/index.mdx @@ -0,0 +1,51 @@ +--- +title: Erste Schritte +description: Wie Du mit OpenReception startest +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {Badge} from "@astrojs/starlight/components"; + +Du kannst OpenReception nutzen, indem Du [es selbst hostest](#selbst-gehostet) oder den [Managed Hosting Service](#managed-hosting) nutzt, der auch die zukünftige Verfügbarkeit von OpenReception unterstützt. + +## Selbst gehostet + +Die Community-Version von OpenReception kann selbst gehostet werden. Wir haben einen Leitfaden mit Empfehlungen zur Bereitstellung (nur Englisch) in unseren öffentlichen Repository hinzugefügt. + +## Managed Hosting + +[Managed Hosting für OpenReception Terminbuchung](https://open-reception.com) hat die folgenden Vorteile: + +- Du konzentrierst Dich auf Deine eigentlichen Aufgaben, während wir uns um die Stabilität und Sicherheit Deines Kalenders kümmern. +- Du unterstützt die laufende Entwicklung von OpenReception. Obwohl es OpenSource ist, braucht es immer noch Menschen, die Zeit investieren, damit es erhalten werden kann. +- Professioneller persönlicher Support per E-Mail und Telefon verfügbar. +- Später: Premium-Funktionen sind in Premium-Plänen verfügbar. +- Management-Funktionen sind für größere Organisationen verfügbar. + +Weitere Informationen und Preise findest Du auf [open-reception.com](https://open-reception.com). + +## Premium- & Management-Funktionen + +OpenReception ist kostenlose OpenSource-Software. Im Moment kannst Du alle Funktionen in der selbst gehosteten Version nutzen. + +In Zukunft wird es **Premium-Funktionen** geben, die nur innerhalb des Managed Hostings von [open-reception.com](https://open-reception.com) verfügbar sind. + +**Management-Funktionen** sind nur verfügbar, wenn Du selbst hostest oder einen unserer MVZ-Pläne von [open-reception.com](https://open-reception.com) nutzt. + +In dieser Dokumentation werden wir und kennzeichnen, damit Du weißt, wie Du Zugriff auf sie bekommst. + +## Passkeys + +OpenReception erfordert, dass Du PRT Passkeys verwendest. Du kannst sie mit Software- oder Hardware-Passkeys implementieren. + +:::caution +Nur Passkeys mit Primary Refresh Tokens (PRT) sind mit OpenReception kompatibel. +::: + +Die folgende Liste von Passkeys wurde erfolgreich getestet: + +- Apple Keychain (Software) +- Yubico Yubikey 5C (USB C) +- Yubico Yubikey 5 (USB A) diff --git a/src/content/docs/de/index.md b/src/content/docs/de/index.md index a278312..ae4825c 100644 --- a/src/content/docs/de/index.md +++ b/src/content/docs/de/index.md @@ -11,15 +11,14 @@ hero: alt: Logo - Kalender und Schloss in Einem file: ../../../assets/open-reception-logo.svg actions: - - text: Recherche - link: /research/problem-analysis + - text: Erste Schritte + link: /de/getting-started + icon: rocket variant: primary - - text: Auf GitHub ansehen - link: https://github.com/open-reception/appointment-booking-software - icon: external + - text: Recherche + link: /de/research + icon: document variant: secondary - attrs: - rel: me --- OpenReception wird von [Karl Ludwig Weise](https://ludwigweise.de) und [Hendrik Belitz](https://innovation-through-understanding.de/) entwickelt. Den Prototypen haben wir im Rahmen des [PrototypeFund](https://prototypefund.de/) Jahrgangs eins entwickelt. diff --git a/src/content/docs/de/research/crypography.md b/src/content/docs/de/research/crypography.md index 664d3d6..3faef70 100644 --- a/src/content/docs/de/research/crypography.md +++ b/src/content/docs/de/research/crypography.md @@ -1,7 +1,10 @@ --- -title: Krypographie -description: Join our research and test group +title: Kryptographie +description: Nimm an unserer Forschungs- und Test-Gruppe teil +lastUpdated: 2026-03-31 draft: true +sidebar: + order: 4 --- Weitere Informationen folgen in Kürze diff --git a/src/content/docs/de/research/index.md b/src/content/docs/de/research/index.md new file mode 100644 index 0000000..bdf69c0 --- /dev/null +++ b/src/content/docs/de/research/index.md @@ -0,0 +1,16 @@ +--- +title: Forschungsübersicht +description: Forschung, die wir in dieses Projekt investiert haben +lastUpdated: 2026-03-31 +sidebar: + order: 1 +--- + +Wir möchten, dass unsere Entwicklung den Bedürfnissen unserer Benutzer:innen so nahe wie möglich kommt. Deshalb führen wir regelmäßig Interviews durch. + +Da wir ein Open-Source-Projekt sind, wollen wir auch, dass die Ergebnisse dieser Interviews öffentlich sind. Durch diese Transparenz hoffen wir, die Diskussion über Funktionen und Entscheidungen auf das zu lenken, was für die Benutzer:innen auf beiden Seiten unserer Anwendung am besten ist. Unsere Aufgabe ist es, zwischen beiden Seiten zu vermitteln und ausgewogene Lösungen für Probleme zu finden. + +Bisher haben wir die folgenden Interview-Runden durchgeführt: + +- [Analyse des Terminbuchungsproblems im Juni und Juli 2025](./problem-analysis) +- [Lösungsinterviews im Dezember 2025 und Januar 2026](./solution-interview) diff --git a/src/content/docs/de/research/problem-analysis.md b/src/content/docs/de/research/problem-analysis.md index dc5278b..eb3133e 100644 --- a/src/content/docs/de/research/problem-analysis.md +++ b/src/content/docs/de/research/problem-analysis.md @@ -1,6 +1,9 @@ --- title: Problemanalyse description: Die Ergebnisse unserer Problemanalyse +lastUpdated: 2025-07-20 +sidebar: + order: 2 --- Wir haben im Juni und Juli 2025 qualitative Interviews mit Arztpraxen geführt. Dabei haben wir Ärzte und deren Personal zu _Problemen_ bei der Buchung von Online-Terminen befragt. Die Ergebnisse fließen in die Konzeption und Gestaltung von OpenReception ein. diff --git a/src/content/docs/de/research/solution-interview.md b/src/content/docs/de/research/solution-interview.md index 6391b7a..fc5c142 100644 --- a/src/content/docs/de/research/solution-interview.md +++ b/src/content/docs/de/research/solution-interview.md @@ -1,6 +1,9 @@ --- title: Lösungsinterviews description: Ergebnisse der Lösungsinterviews für unseren Prototyp +lastUpdated: 2025-10-27 +sidebar: + order: 3 --- Im Dezember 2025 und Januar 2026 haben wir qualitative Lösungsinterviews mit Arztpraxen durchgeführt. Wir haben unseren Prototyp Ärztinnen und Ärzten gezeigt und sie befragt, wie gut unsere _Lösung_ zu ihrem Praxisalltag passt. diff --git a/src/content/docs/de/settings/assets/settings/1-settings-form.png b/src/content/docs/de/settings/assets/settings/1-settings-form.png new file mode 100644 index 0000000..b244594 Binary files /dev/null and b/src/content/docs/de/settings/assets/settings/1-settings-form.png differ diff --git a/src/content/docs/de/settings/assets/settings/2-settings-form-onboarding-notification.png b/src/content/docs/de/settings/assets/settings/2-settings-form-onboarding-notification.png new file mode 100644 index 0000000..654081e Binary files /dev/null and b/src/content/docs/de/settings/assets/settings/2-settings-form-onboarding-notification.png differ diff --git a/src/content/docs/de/settings/base-settings.mdx b/src/content/docs/de/settings/base-settings.mdx new file mode 100644 index 0000000..e42cd5c --- /dev/null +++ b/src/content/docs/de/settings/base-settings.mdx @@ -0,0 +1,38 @@ +--- +title: Mandanten Grundeinstellungen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du Mandanten-Einstellungen in OpenReception bearbeitest +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::caution +Wenn Du Sprachen hinzufügst, nachdem Du die Beschreibung Deiner Organisation (im gleichen Formular), Akteure:innen oder Kanäle eingerichtet hast, solltest Du diese erneut aufrufen, um die fehlenden Übersetzungen hinzuzufügen. +::: + + + +1. Wenn Du zum Einstellungsbereich des Dashboards navigierst, siehst Du automatisch das Einstellungsformular. + +1. Du kannst die folgenden Grundeinstellungen für Deine öffentliche Terminbuchungsseite vornehmen: + - Ändere die **unterstützten Sprachen** + - Lege die **Standardsprache** fest + - Lege den **Namen Deiner Organisation** fest + - Lade ein **Bild/Logo** hoch + - Füge eine **Beschreibung für Deine Organisation** hinzu + - Füge eine **Adresse** für Deine Organisation hinzu (sie wird in Bestätigungsmails angezeigt) + - Füge **Links** zu Website, Impressum oder Datenschutzerklärung hinzu + - Lege fest, **wann vergangene Termine gelöscht werden sollen** + - Verlange von Klient:innen, ihre **Telefonnummer** zum Termin hinzuzufügen + + ![Mandanten-Einstellungsformular](./assets/settings/1-settings-form.png) + +1. Klicke _Speichern_, um Deine Änderungen zu übernehmen. + + Wenn Du gerade Deine Terminbuchungsseite einrichtest, siehst Du zusätzliche blaue Benachrichtigungen, die Dich durch diesen Prozess führen. + + ![Mandanten-Einstellungen beim Onboarding gespeichert](./assets/settings/2-settings-form-onboarding-notification.png) + + diff --git a/src/content/docs/de/settings/index.mdx b/src/content/docs/de/settings/index.mdx new file mode 100644 index 0000000..37f8638 --- /dev/null +++ b/src/content/docs/de/settings/index.mdx @@ -0,0 +1,20 @@ +--- +title: Einstellungen Übersicht +description: Mandanten-Einstellungen ermöglichen Dir, das öffentliche Erscheinungsbild Deiner Terminbuchungsseite zu konfigurieren. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +Mandanten-Einstellungen ermöglichen Dir, das öffentliche Erscheinungsbild Deiner Terminbuchungsseite zu konfigurieren. + + + + diff --git a/src/content/docs/de/staff/add-staff-member.mdx b/src/content/docs/de/staff/add-staff-member.mdx new file mode 100644 index 0000000..6e87a50 --- /dev/null +++ b/src/content/docs/de/staff/add-staff-member.mdx @@ -0,0 +1,48 @@ +--- +title: Mitarbeiter:in hinzufügen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine:n Mitarbeiter:in zu OpenReception hinzufügst +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Bevor Du eine Mitarbeiter:in hinzufügst, entscheide, welche [Rolle](/de/staff#rollen) diese Mitarbeiter:in haben soll. + +:::note +In diesem Bereich kannst Du keine Konten mit der Rolle Global-Admin hinzufügen. +::: + + + +1. Navigiere zum Bereich Mitarbeiter:innen im Dashboard und klicke auf _Mitarbeiter:in hinzufügen_ + + ![Leere Mitarbeiter:innenliste](./assets/add-staff-member/1-empty-staff-member-list.png) + +1. Es öffnet sich ein Modal mit einem Formular. + - Füge einen **Namen** hinzu + - Füge eine **E-Mail-Adresse** hinzu. + - Ändere die **Sprache**, falls gewünscht. + - Lege die **Rolle** für dieses Konto fest. + + ![Mitarbeiter:in-Formular hinzufügen](./assets/add-staff-member/2-add-staff-member-form.png) + +1. Klicke dann auf _Mitarbeiter:in_ und das neue Konto wird angelegt. + ![Mitarbeiter:in hinzugefügt](./assets/add-staff-member/3-staff-member-added.png) + +1. Die neue Mitarbeiter:in erhält eine E-Mail mit einem ablaufenden Bestätigungscode. Sie kann einen aktualisierten Code anfordern, wenn sie nicht schnell genug ist. + + + +## Abschluss des Mitarbeiter:innen-Onboardings + +Wenn Du bereits Termine in Deiner Instanz hast, musst Du dieser neuen Person Zugriff auf diese gewähren. Folge dafür diesem Prozess: + + + +1. Die [neue Mitarbeiter:in muss ihr Konto einrichten](/de/account/setup-account). + +1. Eine Person mit vollem Zugriff muss der neuen Mitarbeiter:in [Zugriff gewähren](/de/staff/grant-access-to-staff-member). + + diff --git a/src/content/docs/de/staff/assets/add-staff-member/1-empty-staff-member-list.png b/src/content/docs/de/staff/assets/add-staff-member/1-empty-staff-member-list.png new file mode 100644 index 0000000..e582bbc Binary files /dev/null and b/src/content/docs/de/staff/assets/add-staff-member/1-empty-staff-member-list.png differ diff --git a/src/content/docs/de/staff/assets/add-staff-member/2-add-staff-member-form.png b/src/content/docs/de/staff/assets/add-staff-member/2-add-staff-member-form.png new file mode 100644 index 0000000..e3c13c3 Binary files /dev/null and b/src/content/docs/de/staff/assets/add-staff-member/2-add-staff-member-form.png differ diff --git a/src/content/docs/de/staff/assets/add-staff-member/3-staff-member-added.png b/src/content/docs/de/staff/assets/add-staff-member/3-staff-member-added.png new file mode 100644 index 0000000..0838892 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b/src/content/docs/de/staff/assets/grant-access-to-staff-member/4a-granting-access-failed.png new file mode 100644 index 0000000..73dca72 Binary files /dev/null and b/src/content/docs/de/staff/assets/grant-access-to-staff-member/4a-granting-access-failed.png differ diff --git a/src/content/docs/de/staff/assets/notifications/1-edit-channel-form.png b/src/content/docs/de/staff/assets/notifications/1-edit-channel-form.png new file mode 100644 index 0000000..23cf99e Binary files /dev/null and b/src/content/docs/de/staff/assets/notifications/1-edit-channel-form.png differ diff --git a/src/content/docs/de/staff/assets/notifications/2-notification-badge.png b/src/content/docs/de/staff/assets/notifications/2-notification-badge.png new file mode 100644 index 0000000..891f333 Binary files /dev/null and b/src/content/docs/de/staff/assets/notifications/2-notification-badge.png differ diff --git a/src/content/docs/de/staff/assets/notifications/3-notification-list.png b/src/content/docs/de/staff/assets/notifications/3-notification-list.png new file mode 100644 index 0000000..78e706d Binary files /dev/null and b/src/content/docs/de/staff/assets/notifications/3-notification-list.png differ diff --git a/src/content/docs/de/staff/delete-staff-member.mdx b/src/content/docs/de/staff/delete-staff-member.mdx new file mode 100644 index 0000000..29dfc0d --- /dev/null +++ b/src/content/docs/de/staff/delete-staff-member.mdx @@ -0,0 +1,33 @@ +--- +title: Mitarbeiter:in löschen +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine:n Mitarbeiter:in aus OpenReception entfernst +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::danger +Sei vorsichtig beim Entfernen von Mitarbeiter:innen. Diese Aktion kann nicht rückgängig gemacht werden. +::: + +:::note +Du kannst nicht die letzte Mitarbeiter:in mit vollständiger Termineinsicht entfernen. +::: + + + +1. Navigiere zum Bereich Mitarbeiter:innen im Dashboard, suche die Mitarbeiter:in, die Du aus dem System löschen möchtest, und öffne das Kontextmenü. Klicke auf _Löschen_. + + ![Mitarbeiter:innenliste mit Kontextmenü](./assets/delete-staff-member/1-staff-member-list-with-context-menu.png) + +1. Es öffnet sich ein Modal mit einem Formular. Gebe den Namen der Mitarbeiter:in ein und klicke _Konto entfernen_ + + ![Mitarbeiter:in Konto Formular löschen](./assets/delete-staff-member/2-delete-staff-member-form.png) + +1. Das Konto wird entfernt. + + ![Konto gelöscht](./assets/delete-staff-member/3-staff-member-deleted.png) + + diff --git a/src/content/docs/de/staff/edit-staff-member.mdx b/src/content/docs/de/staff/edit-staff-member.mdx new file mode 100644 index 0000000..fd372a5 --- /dev/null +++ b/src/content/docs/de/staff/edit-staff-member.mdx @@ -0,0 +1,29 @@ +--- +title: Mitarbeiter:in bearbeiten +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du eine:n Mitarbeiter:in in OpenReception bearbeitest +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigiere zum Bereich Mitarbeiter:innen im Dashboard, suche die Mitarbeiter:in, die Du bearbeiten möchtest, und öffne das Kontextmenü. Klicke auf _Bearbeiten_. + + ![Mitarbeiter:innenliste](./assets/edit-staff-member/1-staff-member-list-with-context-menu.png) + +1. Es öffnet sich ein Modal mit einem Formular. + - Bearbeite den **Namen**, falls gewünscht. + - Bearbeite die **E-Mail-Adresse**, falls gewünscht. + - Ändere die **Rolle**, falls gewünscht. + - Klicke _Übernehmen_, wenn Du fertig bist. + + ![Mitarbeiter:in-Formular bearbeiten](./assets/edit-staff-member/2-edit-staff-member-form.png) + +1. Das Konto der Mitarbeiter:in wird aktualisiert. + + ![Mitarbeiter:in bearbeitet](./assets/edit-staff-member/3-staff-member-edited.png) + + diff --git a/src/content/docs/de/staff/grant-access-to-staff-member.mdx b/src/content/docs/de/staff/grant-access-to-staff-member.mdx new file mode 100644 index 0000000..31a4a81 --- /dev/null +++ b/src/content/docs/de/staff/grant-access-to-staff-member.mdx @@ -0,0 +1,42 @@ +--- +title: Zugriff für Mitarbeiter:in gewähren +description: Diese Schritt-für-Schritt-Anleitung zeigt Dir, wie Du neuen Mitarbeiter:innen Zugriff in OpenReception gewährst +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Bevor Du einer Mitarbeiter:in Zugriff gewähren kannst, muss diese [ihr Konto einrichten](/de/account/setup-account). +::: + +:::tip +Nur Mitarbeiter:innen, die bereits vollständigen Zugriff haben, können diesen anderen gewähren. +::: + + + +1. Navigiere zum Bereich Mitarbeiter:innen im Dashboard und suche die Mitarbeiter:in, der Du Zugriff gewähren möchtest. Es wird ein Badge `KANN TERMINE NICHT SEHEN` angezeigt. + + ![Mitarbeiter:innenliste](./assets/grant-access-to-staff-member/1-staff-member-list.png) + +1. Öffne das Kontextmenü für diese Mitarbeiter:in und klicke _Zugriff gewähren_. + + ![Mitarbeiter:innenliste mit Kontextmenü](./assets/grant-access-to-staff-member/2-staff-member-list-with-context-menu.png) + +1. Es öffnet sich ein Modal. Bestätige durch Klicken auf _Zugriff gewähren_. + ![Zugriff für Mitarbeiter:in-Formular gewähren](./assets/grant-access-to-staff-member/3-grant-access-modal.png) + +1. Wenn erfolgreich, schließt sich das Modal, Du siehst eine Erfolgsmitteilung und das Badge `KANN TERMINE NICHT SEHEN` verschwindet. + + ![Zugriff gewährt](./assets/grant-access-to-staff-member/4-access-granted.png) + + Wenn dieser Prozess fehlschlägt, wird Dir eine Fehlermeldung angezeigt. Du kannst es jederzeit wiederholen. Möglicherweise wird Dir dieser Fehler angezeigt, wenn die Mitarbeiter:in ihr Konto nicht eingerichtet hat. + + ![Fehler bei der Zugriffserteilung](./assets/grant-access-to-staff-member/4a-granting-access-failed.png) + + Wenn dies weiterhin geschieht, kannst Du evtl. [den Support kontaktieren](https://open-reception.com/de/support). + + diff --git a/src/content/docs/de/staff/index.mdx b/src/content/docs/de/staff/index.mdx new file mode 100644 index 0000000..831b549 --- /dev/null +++ b/src/content/docs/de/staff/index.mdx @@ -0,0 +1,55 @@ +--- +title: Mitarbeiter:innen & Benachrichtigungen Übersicht +description: Beschreibung folgt +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +**Mitarbeiter:innen** sind Konten mit Zugriff auf das Dashboard. Sie haben zugewiesene [Rollen](#rollen), die Berechtigungen für Benutzer:innen implizieren. + + + + + + + + +Diese Mitarbeiter:innen können Kanälen zugeordnet werden, was **Benachrichtigungen** ermöglicht. + + + + + +## Rollen + +OpenReception kennt bisher nur wenige Rollen. Global Admins sind für die technische Verwaltung, Mandanten-Admins für die Selbstverwaltung innerhalb eines Mandanten und Mitarbeiter:innen für die tägliche Arbeit mit Terminen und Verfügbarkeiten zuständig. Hier ist eine Übersicht, was die einzelnen Rollen tun können: + +| Rolle / Berechtigung | Global Admin | Mandanten Admin | Mitarbeiter:in | +| --------------------------------- | ------------ | --------------- | -------------- | +| Mandanten verwalten | ✔︎ | | | +| Mandanten-Einstellungen verwalten | ✔︎ | ✔︎ | | +| Akteure:innen verwalten | ✔︎ | ✔︎ | | +| Abwesenheiten verwalten | ✔︎ | ✔︎ | ✔︎ | +| Kanäle verwalten | ✔︎ | ✔︎ | | +| Mitarbeiter:innen verwalten | ✔︎ | ✔︎ | | +| Zugriff auf Termine gewähren | | ✔︎ | ✔︎ | +| Termine entschlüsseln | | ✔︎ | ✔︎ | diff --git a/src/content/docs/de/staff/notifications.mdx b/src/content/docs/de/staff/notifications.mdx new file mode 100644 index 0000000..b779d3d --- /dev/null +++ b/src/content/docs/de/staff/notifications.mdx @@ -0,0 +1,35 @@ +--- +title: Benachrichtigungen +description: Das OpenReception-Benachrichtigungssystem stellt sicher, dass Mitarbeiter:innen benachrichtigt werden, wenn eine Klient:in einen Termin anfragt oder Mitarbeiter:innen Termine absagen. +lastUpdated: 2026-03-11 +sidebar: + order: 5 +--- + +Das OpenReception-Benachrichtigungssystem stellt sicher, dass Mitarbeiter:innen benachrichtigt werden, wenn eine Klient:in einen Termin anfragt oder Termine abgesagt werden. + +Nur Mitarbeiter:innen erhalten Benachrichtigungen. + +Benachrichtigungen existieren nur innerhalb des OpenReception-Dashboards. + +## Benachrichtigungen abonnieren + +Um Benachrichtigungen zu erhalten, musst Du die entsprechende Mitarbeiter:in zum [Kanal](/de/channels) hinzufügen. + +![Kanal-Bearbeitungsformular mit Mitarbeiter:innen für Benachrichtigungen](./assets/notifications/1-edit-channel-form.png) + +## Aktive Benachrichtigungen + +Wenn Du Benachrichtigungen hast, erscheint ein rotes Badge neben dem Glockensymbol im oberen linken Bereich der Dashboard-Seite. + +![Badge zeigt neue Benachrichtigung](./assets/notifications/2-notification-badge.png) + +Wenn Du auf das Glockensymbol klickst, öffnet sich die Benachrichtigungsliste. + +- Du kannst einzelne Benachrichtigungen entfernen, indem Du auf das Häkchen-Symbol auf der rechten Seite der Benachrichtigung klickst. +- Du kannst alle Benachrichtigungen entfernen, indem Du auf das Doppel-Häkchen-Symbol klickst. +- Du kannst die Benachrichtigungsliste schließen, indem Du auf das Kreuzsymbol klickst. + +![Benachrichtigungsliste](./assets/notifications/3-notification-list.png) + +Einige Benachrichtigungen erlauben Dir, darauf zu klicken. Du wirst zur entsprechenden Seite/Termin weitergeleitet. diff --git a/src/content/docs/de/tenants/add-tenant.mdx b/src/content/docs/de/tenants/add-tenant.mdx new file mode 100644 index 0000000..0f64442 --- /dev/null +++ b/src/content/docs/de/tenants/add-tenant.mdx @@ -0,0 +1,36 @@ +--- +title: Mandant hinzufügen +description: Eine Anleitung zum Hinzufügen eines Mandanten in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Füge einen neuen Mandanten hinzu, wenn Du einer neuen Organisation/ Person +ermöglichen möchtest, Termine zu sammeln. + + + +1. Navigiere zum Mandanten-Bereich des Dashboards und klicke auf _Mandant hinzufügen_ + + ![Leere Mandantenliste](./assets/add-tenant/1-empty-tenant-list.png) + +1. Es öffnet sich ein Modal mit einem Formular. + - Füge einen eindeutigen internen **Namen** für den Mandanten hinzu. Kann später nicht geändert werden. + - Füge eine **Domain** hinzu. Diese Domain sollte bereits auf die IP oder CNAME dieser Instanz verweisen. + - Du kannst auch eine **E-Mail-Adresse** für eine Person hinzufügen, die mit der [Mandanten-Admin-Rolle](../staff#rollen) hinzugefügt wird. + - Klicke _Mandant hinzufügen_, wenn Du fertig bist. + + ![Mandanten-Formular hinzufügen](./assets/add-tenant/2-add-tenant-form.png) + +1. Der Mandant wird erstellt und in der Liste der Mandanten angezeigt. + + ![Mandanten-Formular hinzufügen](./assets/add-tenant/3-added-tenant.png) + + + +Führe die Auswahl des Mandanten durch, um mit der Einrichtung zu beginnen. diff --git a/src/content/docs/de/tenants/assets/add-tenant/1-empty-tenant-list.png b/src/content/docs/de/tenants/assets/add-tenant/1-empty-tenant-list.png new file mode 100644 index 0000000..6e6a268 Binary files /dev/null and b/src/content/docs/de/tenants/assets/add-tenant/1-empty-tenant-list.png differ diff --git a/src/content/docs/de/tenants/assets/add-tenant/2-add-tenant-form.png b/src/content/docs/de/tenants/assets/add-tenant/2-add-tenant-form.png new file mode 100644 index 0000000..4d4bb62 Binary files /dev/null and b/src/content/docs/de/tenants/assets/add-tenant/2-add-tenant-form.png differ diff --git a/src/content/docs/de/tenants/assets/add-tenant/3-added-tenant.png b/src/content/docs/de/tenants/assets/add-tenant/3-added-tenant.png new file mode 100644 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and b/src/content/docs/de/tenants/assets/onboarding-a-tenant/3-dashboard-onboarding-steps.png differ diff --git a/src/content/docs/de/tenants/assets/select-tenant/1-tenant-context-menu.png b/src/content/docs/de/tenants/assets/select-tenant/1-tenant-context-menu.png new file mode 100644 index 0000000..7de29ba Binary files /dev/null and b/src/content/docs/de/tenants/assets/select-tenant/1-tenant-context-menu.png differ diff --git a/src/content/docs/de/tenants/assets/select-tenant/2-tenant-selected-dashboard.png b/src/content/docs/de/tenants/assets/select-tenant/2-tenant-selected-dashboard.png new file mode 100644 index 0000000..07b2387 Binary files /dev/null and b/src/content/docs/de/tenants/assets/select-tenant/2-tenant-selected-dashboard.png differ diff --git a/src/content/docs/de/tenants/assets/select-tenant/3-select-tenant-shortcut.png b/src/content/docs/de/tenants/assets/select-tenant/3-select-tenant-shortcut.png new file mode 100644 index 0000000..4e9c5c1 Binary files /dev/null and b/src/content/docs/de/tenants/assets/select-tenant/3-select-tenant-shortcut.png differ diff --git a/src/content/docs/de/tenants/delete-tenant.mdx b/src/content/docs/de/tenants/delete-tenant.mdx new file mode 100644 index 0000000..9cf862c --- /dev/null +++ b/src/content/docs/de/tenants/delete-tenant.mdx @@ -0,0 +1,37 @@ +--- +title: Mandant löschen +description: Eine Anleitung zum Löschen eines Mandanten in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 6 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Wenn Du einen Mandanten nicht mehr benötigst, kannst Du ihn löschen. + +:::danger +Das Löschen eines Mandanten wird alle Konfigurationen und Termine entfernen. Dies kann nicht rückgängig gemacht werden. +::: + +:::caution +Du kannst keinen Mandanten löschen, den Du derzeit ausgewählt hast. Wähle zuerst einen anderen Mandanten. +::: + + + +1. Navigiere zum Mandanten-Bereich des Dashboards, suche den Mandanten, den Du löschen möchtest, und öffne das Kontextmenü dafür. Klicke auf _Löschen_. + + ![Mandantenliste mit Kontextmenü](./assets/delete-tenant/1-tenant-context-menu.png) + +1. Es öffnet sich ein Modal mit einem Formular. Gebe den Namen des Mandanten ein und klicke _Mandant löschen_ + + ![Mandanten-Formular bearbeiten](./assets/delete-tenant/2-delete-tenant-form.png) + +1. Der Mandant wird gelöscht und aus der Liste entfernt. + + ![Mandanten-Formular hinzufügen](./assets/delete-tenant/3-tenant-deleted.png) + + diff --git a/src/content/docs/de/tenants/edit-tenant.mdx b/src/content/docs/de/tenants/edit-tenant.mdx new file mode 100644 index 0000000..cbbeb57 --- /dev/null +++ b/src/content/docs/de/tenants/edit-tenant.mdx @@ -0,0 +1,31 @@ +--- +title: Mandant bearbeiten +description: Eine Anleitung zum Bearbeiten von Mandanten-Admin-Einstellungen in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Die Bearbeitung eines Mandanten ist derzeit sehr begrenzt. + + + +1. Navigiere zum Mandanten-Bereich des Dashboards, suche den Mandanten, den Du bearbeiten möchtest, und öffne das Kontextmenü dafür. Klicke auf _Bearbeiten_. + + ![Mandantenliste mit offenem Kontextmenü](./assets/edit-tenant/1-tenant-context-menu.png) + +1. Es öffnet sich ein Modal mit einem Formular. + - Bearbeite die **Domain**. Die neue Domain sollte bereits auf die IP oder CNAME dieser Instanz verweisen. Ist dies nicht der Fall, ist die Terminbuchungsseite für diesen Mandanten nicht verfügbar. + - Klicke _Name ändern_, wenn Du fertig bist. + + ![Mandanten-Formular bearbeiten](./assets/edit-tenant/2-edit-tenant-form.png) + +1. Der Mandant wird aktualisiert. + + ![Mandanten-Formular hinzufügen](./assets/edit-tenant/3-tenant-edited.png) + + diff --git a/src/content/docs/de/tenants/index.mdx b/src/content/docs/de/tenants/index.mdx new file mode 100644 index 0000000..51cc537 --- /dev/null +++ b/src/content/docs/de/tenants/index.mdx @@ -0,0 +1,43 @@ +--- +title: Mandanten (Übersicht) +description: Mandanten sind eine Möglichkeit, mehrere Organisationen auf einem einzelnen Server oder einer einzelnen Datenbank zu organisieren. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Mandanten sind eine Möglichkeit, mehrere Organisationen auf einem einzelnen +Server oder einer Datenbank zu organisieren. + + + + + + + + diff --git a/src/content/docs/de/tenants/onboarding-a-tenant.mdx b/src/content/docs/de/tenants/onboarding-a-tenant.mdx new file mode 100644 index 0000000..f02d2b1 --- /dev/null +++ b/src/content/docs/de/tenants/onboarding-a-tenant.mdx @@ -0,0 +1,27 @@ +--- +title: Einen Mandanten einrichten +description: Nutze das Mandanten-Dashboard, um Deinen Mandanten Schritt für Schritt einzurichten. +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Badge} from "@astrojs/starlight/components"; +import {Steps} from "@astrojs/starlight/components"; + + +Wenn die Konfiguration eines Mandaten unvollständig ist, wird Dich OpenReception +auf dem Dashboard darauf hinweisen. Es wird empfohlen, dass Du Dich von oben +nach unten durcharbeitest, da einige dieser Konfigurationen aufeinander +aufbauen. Klicke einfach auf den angezeigten Button und gib die Details in das +präsentierte Formular ein. + +![Dashboard mit Onboarding-Leitfaden](./assets/onboarding-a-tenant/1-tenant-selected-dashboard.png) + +Wenn Du das Formular gespeichert hast und das Onboarding noch nicht abgeschlossen ist, siehst Du eine blaue Benachrichtigung, die Dich zurück zum Dashboard bringt, damit Du das Onboarding von dort aus fortsetzen kannst. + +![Benachrichtigung über unvollständige Einrichtung](./assets/onboarding-a-tenant/2-settings-form-onboarding-notification.png) + +Auf dem Dashboard siehst Du immer den aktuellen Stand Deines Einrichtungsfortschritts. + +![Dashboard Onboarding-Leitfaden zeigt Fortschritt](./assets/onboarding-a-tenant/3-dashboard-onboarding-steps.png) diff --git a/src/content/docs/de/tenants/select-tenant.mdx b/src/content/docs/de/tenants/select-tenant.mdx new file mode 100644 index 0000000..6d9dc5b --- /dev/null +++ b/src/content/docs/de/tenants/select-tenant.mdx @@ -0,0 +1,30 @@ +--- +title: Mandant auswählen +description: Wähle einen Mandanten, um ihn zu konfigurieren +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Badge} from "@astrojs/starlight/components"; +import {Steps} from "@astrojs/starlight/components"; + + +Die Auswahl eines Mandanten bietet für Dich als Global Admin die Möglichkeit, +zwischen Mandanten zu wechseln. + + + +1. Navigiere zum Mandanten-Bereich des Dashboards, suche den Mandanten, den Du auswählen möchtest, und öffne das Kontextmenü dafür. Klicke auf _Auswählen_. + + ![Leere Mandantenliste](./assets/select-tenant/1-tenant-context-menu.png) + +1. Nachdem die Auswahl abgeschlossen ist, wirst Du zum Dashboard für diesen Mandanten weitergeleitet. In diesem Fall ist es ein neuer Mandant, der noch eingerichtet werden muss. Es gibt einen [Onboarding-Leitfaden, um Dir bei der Einrichtung dieses Mandanten zu helfen](../onboarding-a-tenant). + + ![Dashboard mit Onboarding-Leitfaden](./assets/select-tenant/2-tenant-selected-dashboard.png) + + + +Du kannst Mandanten auch in der Auswahl oben links wählen, wenn Du mehr als einen hast. + +![Schnelle Mandantenauswahl](./assets/select-tenant/3-select-tenant-shortcut.png) diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/0-claim-instance-start.png b/src/content/docs/getting-started/assets/claiming-an-instance/0-claim-instance-start.png new file mode 100644 index 0000000..1961c00 Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/0-claim-instance-start.png differ diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/1-setup-global-admin-account.png b/src/content/docs/getting-started/assets/claiming-an-instance/1-setup-global-admin-account.png new file mode 100644 index 0000000..b0e1cfb Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/1-setup-global-admin-account.png differ diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/2-check-email.png b/src/content/docs/getting-started/assets/claiming-an-instance/2-check-email.png new file mode 100644 index 0000000..4388ffd Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/2-check-email.png differ diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/3a-claim-instance-success.png b/src/content/docs/getting-started/assets/claiming-an-instance/3a-claim-instance-success.png new file mode 100644 index 0000000..9cdd925 Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/3a-claim-instance-success.png differ diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/3b-claim-instance-error.png b/src/content/docs/getting-started/assets/claiming-an-instance/3b-claim-instance-error.png new file mode 100644 index 0000000..23da41f Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/3b-claim-instance-error.png differ diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/4-login.png b/src/content/docs/getting-started/assets/claiming-an-instance/4-login.png new file mode 100644 index 0000000..9dc68ee Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/4-login.png differ diff --git a/src/content/docs/getting-started/assets/claiming-an-instance/5-dashboard-setup-first-tenant.png b/src/content/docs/getting-started/assets/claiming-an-instance/5-dashboard-setup-first-tenant.png new file mode 100644 index 0000000..9a15494 Binary files /dev/null and b/src/content/docs/getting-started/assets/claiming-an-instance/5-dashboard-setup-first-tenant.png differ diff --git a/src/content/docs/getting-started/claiming-an-instance.mdx b/src/content/docs/getting-started/claiming-an-instance.mdx new file mode 100644 index 0000000..6be3495 --- /dev/null +++ b/src/content/docs/getting-started/claiming-an-instance.mdx @@ -0,0 +1,73 @@ +--- +title: Claiming an instance +description: How to claim a newly setup instance +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Claiming an instance gives you global admin access. You can manage tenants and +their data, except for appointments. + +## Securing a freshly installed instance + +This process has to be done once, before the regular setup of tenants can +proceed. + +:::danger +You should claim your instance as soon as possible. Anyone with access to the domain, can claim global admin access. The easiest way to remove someone who falsly claimed access, is to reset the entire system/ database. +::: + + + +1. Navigate to the domain you've been given/ set yourself as the admin domain. You will be forwarded to the setup guide, if your instance is not claimed yet. Press _Start configuration_ to proceed. + ![Welcome to OpenReception screen](./assets/claiming-an-instance/0-claim-instance-start.png) + +1. Add your E-Mail Address and Passkey (or Passphrase) an click _Send verification E-Mail_ + :::note + Only Global Admins can use Passphrases. + ::: + + ![Create Global Admin Account](./assets/claiming-an-instance/1-setup-global-admin-account.png) + +1. Once your account is created you are asked to check your E-Mail Address. + ![Account Created: Check your E-Mail](./assets/claiming-an-instance/2-check-email.png) + +1. You will receive an E-Mail with the following content. Click on the button or open the URL in a browser. + + ``` + Hello Admin, + + welcome our appointment booking platform. Please confirm your e-mail address. + + [Confirm E-Mail Address] + + Button not working? Open this URL into your browser: + https://link-to-your-instance/confirm/token + + This link is only valid for 10 minutes and can only be used once. + + You are receiving this email because someone registered an account with your e-mail address. + ``` + + In case this takes longer than 10 minutes you will be able to resend an email, once you've opened the link. + +1. Back in the browser you will see a success message. Click on _Add first Tenant_ to proceed. + + ![claim instance successful](./assets/claiming-an-instance/3a-claim-instance-success.png) + + In case it took longer than 10 minutes to click this link or the token is incorrect, you will see an error and can click _Request new E-Mail_. This will trigger another E-Mai with a fresh token and you can try again. + + ![claim instance validation error](./assets/claiming-an-instance/3b-claim-instance-error.png) + +1. Now you can use your newly created credentials to login. + ![login screen](./assets/claiming-an-instance/4-login.png) + +1. Once logged-in you are prompted to create the first tenant. + ![login screen](./assets/claiming-an-instance/5-dashboard-setup-first-tenant.png) + + diff --git a/src/content/docs/getting-started/index.mdx b/src/content/docs/getting-started/index.mdx new file mode 100644 index 0000000..a9ff132 --- /dev/null +++ b/src/content/docs/getting-started/index.mdx @@ -0,0 +1,51 @@ +--- +title: Getting Started +description: How to start using OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {Badge} from "@astrojs/starlight/components"; + +You can use OpenReception by [hosting it yourself](#self-hosted) or using the [managed service](#managed-hosting), which also supports the future availability of OpenReception. + +## Self-Hosted + +The community version of OpenReception can be self-hosted. We've added a guide with recommendations on deployment in our public respository. + +## Managed Hosting + +[Managed Hosting for OpenReception appointment booking](https://open-reception.com) comes with the following benefits: + +- You focus on your actual tasks while we are taking care of the stability and security of your calendar server. +- You are supporting the ongoing development of OpenReception. Although it's OpenSource it still needs people with the time to work on it to keep it a thing. +- Expert Personal Support via E-Mail and Phone available. +- Later: Premium Features are available in Premium plans. +- Management Features are available for larger organizations. + +More information and prices are available on [open-reception.com](https://open-reception.com). + +## Premium & Management Features + +OpenReception is a free OpenSource software. As of now you can use all of the features in the self-hosted version. + +In the future there will be **Premium-Features** that are only available on Managed Hosting from [open-reception.com](https://open-reception.com). + +**Management Features** are only available if you are Self-Hosting or are on our medical care unit plans from [open-reception.com](https://open-reception.com). + +Throughout this documentation we will be labeling and , so you know how you can get access to them. + +## Passkeys + +OpenReception requires you to use PRT Passkeys. You can implement them using Software or Hardware Passkeys. + +:::caution +Only Passkeys with Primary Refresh Tokens (PRT) are compatible with OpenReception. +::: + +The following list of Passkeys was successfully tested: + +- Apple Keychain (Software) +- Yubico Yubikey 5C (USB C) +- Yubico Yubikey 5 (USB A) diff --git a/src/content/docs/index.md b/src/content/docs/index.md index 7bc41c6..537d4c8 100644 --- a/src/content/docs/index.md +++ b/src/content/docs/index.md @@ -11,16 +11,14 @@ hero: alt: Logo - Calendar and lock in one file: ../../assets/open-reception-logo.svg actions: - - text: Research - link: /research/problem-analysis - icon: document + - text: Get Started + link: /getting-started + icon: rocket variant: primary - - text: View on GitHub - link: https://github.com/open-reception/appointment-booking-software - icon: external + - text: Research + link: /research + icon: document variant: secondary - attrs: - rel: me --- OpenReception is being developed by [Karl Ludwig Weise](https://ludwigweise.de) and [Hendrik Belitz](https://innovation-through-understanding.de/). The prototype was built as part of the [PrototypeFund](https://prototypefund.de/) year one. diff --git a/src/content/docs/research/crypography.md b/src/content/docs/research/crypography.md index c6cb7f6..af0b90a 100644 --- a/src/content/docs/research/crypography.md +++ b/src/content/docs/research/crypography.md @@ -1,7 +1,10 @@ --- title: Cryptography description: Details zu unserer Kryptographie-Forschung +lastUpdated: 2026-03-31 draft: true +sidebar: + order: 4 --- More info coming soon. diff --git a/src/content/docs/research/index.md b/src/content/docs/research/index.md new file mode 100644 index 0000000..921f166 --- /dev/null +++ b/src/content/docs/research/index.md @@ -0,0 +1,16 @@ +--- +title: Research Overview +description: Research we've put into this project +lastUpdated: 2026-03-31 +sidebar: + order: 1 +--- + +We want our development to be as close to the needs of users as possible. This is why we conduct interviews on a regular basis. + +Because we are an open source project we also want the results of these interviews to be open. By being so transparent we hope to shape the discussion about features and decision towards what's best for the users on both sides of our application. Our job is to mediate between both sides and find balanced solutions to problems. + +We've done the following interview rounds so far: + +- [appointment booking problem analysis in June and July 2025](./problem-analysis) +- [solution interviews in December 2025 and January 2026](./solution-interview) diff --git a/src/content/docs/research/problem-analysis.md b/src/content/docs/research/problem-analysis.md index 76e9e17..866d32a 100644 --- a/src/content/docs/research/problem-analysis.md +++ b/src/content/docs/research/problem-analysis.md @@ -1,6 +1,9 @@ --- title: Problem Analysis description: The Results of Our Problem Analysis +lastUpdated: 2025-07-20 +sidebar: + order: 2 --- In June and July 2025, we conducted qualitative interviews with medical practices. We interviewed doctors and their staff about _problems_ with online appointment booking. The results will be incorporated into the conception and design of OpenReception. diff --git a/src/content/docs/research/solution-interview.md b/src/content/docs/research/solution-interview.md index f7931a9..d47f7e9 100644 --- a/src/content/docs/research/solution-interview.md +++ b/src/content/docs/research/solution-interview.md @@ -1,6 +1,9 @@ --- title: Solution Interviews description: Solution Interview Results for our prototype +lastUpdated: 2025-10-27 +sidebar: + order: 3 --- In December 2025 and January 2026 we conducted qualitative solution interviews with medical practices. We showed our prototype to doctors and interviewed them about how fitting our _solution_ is for them. diff --git a/src/content/docs/settings/assets/settings/1-settings-form.png b/src/content/docs/settings/assets/settings/1-settings-form.png new file mode 100644 index 0000000..b244594 Binary files /dev/null and b/src/content/docs/settings/assets/settings/1-settings-form.png differ diff --git a/src/content/docs/settings/assets/settings/2-settings-form-onboarding-notification.png b/src/content/docs/settings/assets/settings/2-settings-form-onboarding-notification.png new file mode 100644 index 0000000..654081e Binary files /dev/null and b/src/content/docs/settings/assets/settings/2-settings-form-onboarding-notification.png differ diff --git a/src/content/docs/settings/base-settings.mdx b/src/content/docs/settings/base-settings.mdx new file mode 100644 index 0000000..785bcb3 --- /dev/null +++ b/src/content/docs/settings/base-settings.mdx @@ -0,0 +1,38 @@ +--- +title: Tenant Base Settings +description: This step-by-step guide shows you how to edit tenant settings in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::caution +If you are adding languages after you've set up your organizations description (within the same settings form), agents or channels, you should revisit them to add the missing translations. +::: + + + +1. When you navigate to the settings section of the dashboard, you automatically see the settings form. + +1. You can make the following basic settings for your public facing appointment booking page: + - Change the **supported languages** + - Set the **default language** + - Set the **name of your organization** + - Upload an **image/ logo** + - Add a **description for your organization** + - Add an **address** for your organization (it will appear in confirmation e-mails) + - Add **links** like website, imprint and privacy policy + - Define **when past appointments should be deleted** + - Require clients to add their **phone number** to the appointment + + ![Tenant settings form](./assets/settings/1-settings-form.png) + +1. Click _Save_ to apply your changes. + + If you are currently onboarding your appointment booking page, you will see additional blue notifications that guide you through this process. + + ![Tenant settings saved during onboarding](./assets/settings/2-settings-form-onboarding-notification.png) + + diff --git a/src/content/docs/settings/index.mdx b/src/content/docs/settings/index.mdx new file mode 100644 index 0000000..a657240 --- /dev/null +++ b/src/content/docs/settings/index.mdx @@ -0,0 +1,20 @@ +--- +title: Settings Overview +description: Tenant Settings allow you to configure the public appearance of your appointment booking page. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +Tenant Settings allow you to configure the public appearance of your appointment booking page. + + + + diff --git a/src/content/docs/staff/add-staff-member.mdx b/src/content/docs/staff/add-staff-member.mdx new file mode 100644 index 0000000..2e8d145 --- /dev/null +++ b/src/content/docs/staff/add-staff-member.mdx @@ -0,0 +1,48 @@ +--- +title: Add Staff Member +description: This step-by-step guide shows you how to add a staff member to OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +Before you add a staff member, decide on the [role](/staff#roles) this staff member should get. + +:::note +In this section you cannot add Global Admin users. +::: + + + +1. Navigate to the staff member section of the dashboard and click on _Add Member_ + + ![Empty staff member list](./assets/add-staff-member/1-empty-staff-member-list.png) + +1. A modal with a form opens. + - Add a **name** + - Add an **e-mail address**. + - Change the **language**, if you want. + - Set the **role** for this account. + + ![Add staff member form](./assets/add-staff-member/2-add-staff-member-form.png) + +1. Then click _Add Member_ and it will be saved. + ![Staff member added](./assets/add-staff-member/3-staff-member-added.png) + +1. They will get an e-mail with an expiring confirmation code. They can re-issue an updated one, if they are not quick enough. + + + +## Finalize Staff Member Onboarding + +If you already have appointments in your instance, you have to grant this new staff member access to those. Follow this process, to make it work: + + + +1. The [new staff member must setup their account](/account/setup-account). + +1. 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new file mode 100644 index 0000000..5cd9b50 --- /dev/null +++ b/src/content/docs/staff/delete-staff-member.mdx @@ -0,0 +1,33 @@ +--- +title: Delete Agent +description: This step-by-step guide shows you how to remove a staff member from OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::danger +Be careful removing staff members. This action cannot be undone. +::: + +:::note +You will not be able to remove the last member with full appointment access. +::: + + + +1. Navigate to the staff member section of the dashboard, search for the member you want to delete and open the context menu for it. Click on _Delete_. + + ![Staff member list with context menu](./assets/delete-staff-member/1-staff-member-list-with-context-menu.png) + +1. A modal with a form opens. Enter the name of the staff member and click _Remove Member_ + + ![Delete staff member form](./assets/delete-staff-member/2-delete-staff-member-form.png) + +1. The staff member will be removed. + + ![Staff member deleted](./assets/delete-staff-member/3-staff-member-deleted.png) + + diff --git a/src/content/docs/staff/edit-staff-member.mdx b/src/content/docs/staff/edit-staff-member.mdx new file mode 100644 index 0000000..e2a57f5 --- /dev/null +++ b/src/content/docs/staff/edit-staff-member.mdx @@ -0,0 +1,29 @@ +--- +title: Edit Staff Member +description: This step-by-step guide shows you how to edit staff member in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Steps} from "@astrojs/starlight/components"; + + + +1. Navigate to the staff member section of the dashboard, search for the member you want to edit and open the context menu for it. Click on _Edit_. + + ![Staff member list](./assets/edit-staff-member/1-staff-member-list-with-context-menu.png) + +1. A modal with a form opens. + - Edit the **name**, if you want. + - Edit **e-mail address**, if you want. + - Change the **role**, if you want. + - Click _Edit Member_ when you are finished. + + ![Edit staff member form](./assets/edit-staff-member/2-edit-staff-member-form.png) + +1. The staff member will be updated. + + ![Staff member edited](./assets/edit-staff-member/3-staff-member-edited.png) + + diff --git a/src/content/docs/staff/grant-access-to-staff-member.mdx b/src/content/docs/staff/grant-access-to-staff-member.mdx new file mode 100644 index 0000000..13c77e5 --- /dev/null +++ b/src/content/docs/staff/grant-access-to-staff-member.mdx @@ -0,0 +1,42 @@ +--- +title: Grant Access to Staff Member +description: This step-by-step guide shows you how to grant access to new staff members in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; + +:::note +Before you can grant access to a staff member they must have [setup their account](/account/setup-account). +::: + +:::tip +Only staff members that already have full access, can grant their access to others. +::: + + + +1. Navigate to the staff member section of the dashboard, search for the member you want to grant access to. It will show a badge `CAN'T SEE APPOINTMENTS`. + + ![Staff member list](./assets/grant-access-to-staff-member/1-staff-member-list.png) + +1. Open the context menu for this staff member and click _Grant access_. + + ![Staff member list with context menu](./assets/grant-access-to-staff-member/2-staff-member-list-with-context-menu.png) + +1. A modal opens. Confirm by clicking _Grant Access_. + ![Grant access to staff member form](./assets/grant-access-to-staff-member/3-grant-access-modal.png) + +1. When successful the modal closes, you will see a success notification and the `CAN'T SEE APPOINTMENTS` badge will disappear. + + ![Access granted](./assets/grant-access-to-staff-member/4-access-granted.png) + + If this process fails, you will be shown an error message. You can retry anytime. You may see this error, if the staff member has not set up their account. + + ![Error granting access](./assets/grant-access-to-staff-member/4a-granting-access-failed.png) + + If this keeps happening, you may [contact support](https://open-reception.com/de/support). + + diff --git a/src/content/docs/staff/index.mdx b/src/content/docs/staff/index.mdx new file mode 100644 index 0000000..1b48e0c --- /dev/null +++ b/src/content/docs/staff/index.mdx @@ -0,0 +1,55 @@ +--- +title: Staff Members & Notifications Overview +description: Staff Members are accounts that have access to the dashboard. +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; + +**Staff Members** are accounts that have access to the dashboard. They have assigned [roles](#roles), which imply permissions for users. + + + + + + + + +These Staff Members can be subscribed to channels, which will enable **notifications**. + + + + + +## Roles + +OpenReception only knows a few roles so far. Global Admins are for technical administration, Tenant Admins for self-administration within a tenant and Appointment Managers for everyday work with appointments and availabilities. This is an overview of what they can do: + +| Role/ Permission | Global Admin | Tenant Admin | Appointment Manager | +| ---------------------------- | ------------ | ------------ | ------------------- | +| Manage Tenants | ✔︎ | | | +| Manage Tenant Settings | ✔︎ | ✔︎ | | +| Manage Agents | ✔︎ | ✔︎ | | +| Manage Absences | ✔︎ | ✔︎ | ✔︎ | +| Manage Channels | ✔︎ | ✔︎ | | +| Manage Staff Members | ✔︎ | ✔︎ | | +| Grant Access to Appointments | | ✔︎ | ✔︎ | +| Decrypt Appointments | | ✔︎ | ✔︎ | diff --git a/src/content/docs/staff/notifications.mdx b/src/content/docs/staff/notifications.mdx new file mode 100644 index 0000000..2c75e9a --- /dev/null +++ b/src/content/docs/staff/notifications.mdx @@ -0,0 +1,35 @@ +--- +title: Notifications +description: The OpenReception notification system makes sure you are informed, if a client requests an appointment or other staff members cancel appointments. +lastUpdated: 2026-03-11 +sidebar: + order: 5 +--- + +The OpenReception notification system makes sure staff members are informed, if a client requests an appointment or appointments are cancelled. + +Only staff members get notifications. + +Notifications only exist within the OpenReception dashboard. + +## Subscribe to Notifications + +To get notifications you have to add the respective staff member to the [channel](/channels). + +![Edit channel form with staff members for notifications](./assets/notifications/1-edit-channel-form.png) + +## Notification Badge + +If you have notifications, a red badge will appear next to the bell-icon in the top left area of the dashboard page. + +![Notification badge shows new notification](./assets/notifications/2-notification-badge.png) + +Clicking the bell-icon, will open the notification list. + +- You can remove single notifications by clicking the checkmark icon at the right of the notification. +- You can remove all notifications by clicking the double-checkmark icon. +- You can close the notification list by clicking the cross icon. + +![Notification list](./assets/notifications/3-notification-list.png) + +Some notifications allow you to click on them. You will be led to the respective page or appointment. diff --git a/src/content/docs/tenants/add-tenant.mdx b/src/content/docs/tenants/add-tenant.mdx new file mode 100644 index 0000000..fb52c07 --- /dev/null +++ b/src/content/docs/tenants/add-tenant.mdx @@ -0,0 +1,36 @@ +--- +title: Add Tenant +description: A guide on how to add a Tenant in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 2 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Add a new tenant, if you want to allow a new organization/ person to collect +appointments. + + + +1. Navigate to the tenant section of the dashboard and click on _Add Tenant_ + + ![Empty tenant list](./assets/add-tenant/1-empty-tenant-list.png) + +1. A modal with a form opens. + - Add a unique internal **name** for the tenant. Cannot be changed later. + - Add a **domain**. This domain should already point to the IP or CNAME of this instance. + - You can also add an **E-Mail Address** for a person that will be added with the [tenant admin role](../staff#roles). + - Click _Add Tenant_ when you are finished. + + ![Add tenant form](./assets/add-tenant/2-add-tenant-form.png) + +1. 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a/src/content/docs/tenants/delete-tenant.mdx b/src/content/docs/tenants/delete-tenant.mdx new file mode 100644 index 0000000..a3aa6a4 --- /dev/null +++ b/src/content/docs/tenants/delete-tenant.mdx @@ -0,0 +1,37 @@ +--- +title: Delete Tenant +description: A guide on how to delete a Tenant in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 6 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +If you don't need a tenant anymore, you can delete it. + +:::danger +Deleting a tenant will remove all configurations and appointments. This cannot be undone. +::: + +:::caution +You cannot delete a tenant, that you have currently selected. Select another tenant first. +::: + + + +1. Navigate to the tenant section of the dashboard, search for the tenant you want to delete and open the context menu for it. Click on _Delete_. + + ![Tenant list with open context menu](./assets/delete-tenant/1-tenant-context-menu.png) + +1. A modal with a form opens. Enter the name of the tenant and click _Delete Tenant_ + + ![Edit tenant form](./assets/delete-tenant/2-delete-tenant-form.png) + +1. The tenant will be deleted and removed from the list. + + ![Add tenant form](./assets/delete-tenant/3-tenant-deleted.png) + + diff --git a/src/content/docs/tenants/edit-tenant.mdx b/src/content/docs/tenants/edit-tenant.mdx new file mode 100644 index 0000000..d90b2a1 --- /dev/null +++ b/src/content/docs/tenants/edit-tenant.mdx @@ -0,0 +1,31 @@ +--- +title: Edit Tenant +description: A guide on how to edit Tenant Admin Settings in OpenReception +lastUpdated: 2026-03-01 +sidebar: + order: 5 +--- + +import {Steps} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Editing a tenant is very limited as of now. + + + +1. Navigate to the tenant section of the dashboard, search for the tenant you want to edit and open the context menu for it. Click on _Edit_. + + ![Tenant list with open context menu](./assets/edit-tenant/1-tenant-context-menu.png) + +1. A modal with a form opens. + - Edit the **domain**. The new domain should already point to the IP or CNAME of this instance. If this is not the case, the appointment website for this tenant will be unavailable. + - Click _Edit Tenant_ when you are finished. + + ![Edit tenant form](./assets/edit-tenant/2-edit-tenant-form.png) + +1. The tenant will be updated. + + ![Add tenant form](./assets/edit-tenant/3-tenant-edited.png) + + diff --git a/src/content/docs/tenants/index.mdx b/src/content/docs/tenants/index.mdx new file mode 100644 index 0000000..8697775 --- /dev/null +++ b/src/content/docs/tenants/index.mdx @@ -0,0 +1,43 @@ +--- +title: Tenants (Overview) +description: Tenants are a way to organize multiple organization on a single server or database. +lastUpdated: 2026-03-01 +sidebar: + order: 1 +--- + +import {CardGrid} from "@astrojs/starlight/components"; +import {LinkCard} from "@astrojs/starlight/components"; +import {Badge} from "@astrojs/starlight/components"; + + +Tenants are a way to organize multiple organization on a single server or +database. + + + + + + + + diff --git a/src/content/docs/tenants/onboarding-a-tenant.mdx b/src/content/docs/tenants/onboarding-a-tenant.mdx new file mode 100644 index 0000000..160e259 --- /dev/null +++ b/src/content/docs/tenants/onboarding-a-tenant.mdx @@ -0,0 +1,26 @@ +--- +title: Onboarding a Tenant +description: Use the Tenant dashboard to setup your Tenant step by step. +lastUpdated: 2026-03-01 +sidebar: + order: 4 +--- + +import {Badge} from "@astrojs/starlight/components"; +import {Steps} from "@astrojs/starlight/components"; + + +If the configuration is incomplete OpenReception will let you know on the +Dashboard. It's recommended that you work your way through it from the top to +the bottom, as some of these configurations build on each other. Just click on +the shown button and enter the details in the presented form. + +![Dashboard with Onboarding Guide](./assets/onboarding-a-tenant/1-tenant-selected-dashboard.png) + +When you have saved that form and the onboarding is still not complete, you will see a blue notification, that brings you back to the dashboard, so you can proceed the onboarding from there. + +![Notification for incomplete setup](./assets/onboarding-a-tenant/2-settings-form-onboarding-notification.png) + +On the dashboard you will always see the current state of your setup progress. + +![Dashboard Onboarding Guide shows progress](./assets/onboarding-a-tenant/3-dashboard-onboarding-steps.png) diff --git a/src/content/docs/tenants/select-tenant.mdx b/src/content/docs/tenants/select-tenant.mdx new file mode 100644 index 0000000..591ab34 --- /dev/null +++ b/src/content/docs/tenants/select-tenant.mdx @@ -0,0 +1,29 @@ +--- +title: Select Tenant +description: Select a Tenant to start configuring it +lastUpdated: 2026-03-01 +sidebar: + order: 3 +--- + +import {Badge} from "@astrojs/starlight/components"; +import {Steps} from "@astrojs/starlight/components"; + + +Selecting a tenant is your way as a Global Admin to switch between tenants. + + + +1. Navigate to the tenant section of the dashboard, search for the tenant you want to select and open the context menu for it. Click on _Select_. + + ![Empty tenant list](./assets/select-tenant/1-tenant-context-menu.png) + +1. Once the selection is complete, you are forwarded to the dashboard for this tenant. In this case it's a fresh tenant, that still needs to be set up. It's an [onboarding guide to help you get this tenant ready](../onboarding-a-tenant). + + ![Dashboard with Onboarding Guide](./assets/select-tenant/2-tenant-selected-dashboard.png) + + + +You can also select tenants from the top left selection, if you have more than one. + +![Quick Tenant selection](./assets/select-tenant/3-select-tenant-shortcut.png) diff --git a/src/content/i18n/de.json b/src/content/i18n/de.json index c6586c4..84e36bf 100644 --- a/src/content/i18n/de.json +++ b/src/content/i18n/de.json @@ -1,6 +1,11 @@ { + "header.getStsarted": "Erste Schritte", "footer.imprint": "Impressum", "footer.privacy": "Datenschutz", "footer.press": "Presse", - "footer.fundingFrom": "Gefördert von" + "footer.fundingFrom": "Gefördert von", + "aside.note": "Hinweis", + "aside.tip": "Tip", + "aside.caution": "Achtung", + "aside.danger": "Warnung" } diff --git a/src/content/i18n/en.json b/src/content/i18n/en.json index ba6170f..db6be35 100644 --- a/src/content/i18n/en.json +++ b/src/content/i18n/en.json @@ -1,4 +1,5 @@ { + "header.getStsarted": "Get Started", "footer.imprint": "Imprint", "footer.privacy": "Privacy", "footer.press": "Press", diff --git a/src/styles/custom.css b/src/styles/custom.css index a5b8bcb..6ef5119 100644 --- a/src/styles/custom.css +++ b/src/styles/custom.css @@ -13,4 +13,9 @@ a { text-decoration: underline; } + + .sl-markdown-content img { + border: 1px solid var(--sl-color-gray-4); + border-radius: 4px; + } } \ No newline at end of file