Note |
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This guide is for Employees only. |
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Info |
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The Phoenix portal is compatible with our preferred web-browsers Microsoft Edge and Google Chrome on both Mac and Windows PC’s. The portal does work with other browsers including Apple Safari and Mozilla Firefox, however it is not tested with them. If you have any issues with the portal, use one of our preferred web-browsers mentioned above. |
Adjusting your browser settings
We recommend you adjust your browser zoom settings to best view the Phoenix portal page.
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For more information, view this article: Browser options and Phoenix troubleshooting
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Quick View
The Quick View page is the default page when you login. If you need to get back to it, you can click “Quick View” from the left menu. It’s recommended that you complete all your work for rebooking, completing (commencing) and marking sessions as no-show / cancellations from this page.
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Quick View is split into three sections:
Appointments Not Started
Contains all upcoming appointments and appointments which have not been started yet
Appointments in Progress
Contains all appointments which have been commenced but not completed / closed
Appointments Recently Completed
Contains all appointments recently been completed, cancelled or marked as no show
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View guidance for rebooking an existing client: Rebook an existing a client (Open Calendaremployees)
Completing appointments
For guidance on completing an appointment view this article: https://convergeintl.atlassian.net/plugins/servlet/servicedesk/customer/confluence/shim/spaces/ALL/pages/105906216
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Here’s the key teams to contact at Converge International and what to contact them for:
Reason | Converge Team | |
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Calendar scheduling enquiries (break periods & changes in hours), annual & personal leave & supervision enquiries | User Support Team | Contact your line manager and email people.assistadmin@convergeintl.com.au |
Login issues with the Phoenix portal | User Support Team | |
For For login issues, troubleshooting, help & guidance in the Phoenix portal and anything else | User Support Team | |
For creating the 1st booking with new clients & any queries from clients | Customer Service | |
Changes to contract and profile (contact details, address changes, banking details, specialties, etc.) | People, Culture & Learning team |
FIT Survey
https://convergeintl.atlassian.net/servicedesk/customer/kb/view/116654121