Adding, Viewing and Modifying Appointments
Contents
Once you have entered one or more clients into the "Appointments Manager" you can then create session appointments for them.
>> To add an Appointment for a client
1.Click on the Clients tab, then select the client in the list of clients.
2.Click on the Appointments tab
3.Navigate in the calendar to the month of the appointment by clicking on Arrow buttons to the left or right of the date at the top of the calendar, or by using the PageUp or PageDown keys on the keyboard.
TIP: To quickly navigate to the current date click on Today's date showing in bold at the bottom of the calendar.
4.Select the day of the appointment by clicking on it - it will then have a solid grey circle around it.
Note: the current day is always circled in red.
5.Enter the time in the "Appointment Time" field to the left of the calendar (see Entering a Time for more information).
6.Enter any notes you may have about the appointment in the "Appointment Notes" field underneath the list of appointments.
7.Click on the Add button to the left of the "Appointments" list.
8.A dialog box will confirm you want to enter the appointment. If you say Yes the appointment will be added to the list of appointments.
SHORTCUT: If you want to make another appointment for this client ...
a)select the appointment that you have just made (in the list of "Appointments for Day"), by clicking on it.
b)you can now create another appointment for this client on the same or a different day (as above) without having to go back to the "Clients" tab in order to select the client again to do so.
>> To view all Appointments for any client
•Click on the Clients tab, then select the client in the list of clients. Their appointment history will be displayed in the list below.
>> To view all Appointments for any day
1.Click on the Appointments tab.
2.In the calendar select the date you want to see all appointments for. All of the appointments for that date will be displayed in the "Appointments for Day" list below.
TIP: To quickly navigate to the current date click on Today's date showing in bold at the bottom of the calendar.
>> To modify a client's Appointment
1.Click on the Appointments tab.
2.Select the date the appointment occurs on. (If you don't know off hand which date the appointment is for then view all appointments for the client (as above) and note the date of the particular appointment you want to modify.)
3.Select the appointment in the list of appointments by clicking on it.
4.You can change the "Appointment Time" and modify the "Appointment Notes".
Note: You cannot change the date of the appointment. To change the date you must delete the appointment and create a new appointment for the client on the date you want.
5.When you have made the changes you want click on the Save Changes button to the left of the "Appointments" list. A dialog box will confirm you want to modify the appointment. If you say Yes your changes will be saved.
1.Click on the Appointments tab.
2.Select the date the appointment occurs on. (If you don't know off hand which date the appointment is for then view all appointments for the client (as above) and note the date of the particular appointment you want to delete.)
3.Select the appointment in the list of appointments by clicking on it.
4.Click on the Delete button to the left of the appointments list. A dialog box will confirm you want to delete the appointment. If you say Yes the appointment will be deleted.