Adding, Viewing and Modifying Client Details

The "Appointments Manager" is a system for managing your interactions with clients. Therefore the first step in using the "Appointments Manager" is to enter your clients and their details.

The following fields are available for storing client details:

•Title

•First name

•Last name

•Address1

•Address2

•City

•State/Province

•ZIP/Postal Code

•Country

•Phone (Home)

•Phone (Work)

•Cell/Mobile

•Fax

•Email

•Website

•Skype

•Birth date

•Birth time

•Birth place

•Notes

>> To enter details for a new client

1.Click on the Clients tab (just under the title bar) at the top of the "Appointments Manager".

2.Enter the client's details in the "Client Details" form.

IMPORTANT: If you have previously selected an existing client their details will already be showing in the "Client Details" form. If you have made any changes to these details you must save these changes first, otherwise they will be permanently lost (see Saving changes to Client details).

To enter details for a new client, overwrite text in the information fields (if any is there) with text for the new client details.

3.After you have entered the client's details click the Add button on the "Appointments Manager". A dialog box will confirm if you want to add the details in the "Client Details" form as a new client. Click the Yes button to add the new client. The new client will be added to the list of clients in the "Appointments Manager" and will be selected by a grey highlight bar.

>> To View a client's details

1.Click on the Clients tab at the top of the "Appointments Manager".

2.Select the client whose details you would like to view by clicking on that client in the list of clients. This will cause their details to be displayed in the "Client Details" form where you can view them.

>> To Modify details for a client

1.Click on the Clients tab at the top of the "Appointments Manager".

2.Select the client whose details you would like to modify by clicking on that client in the list of clients. This will cause their details to be displayed in the "Client Details" form.

3.Make changes to any of these details.

Saving changes to client details

4.When you are finished modifying the client's details click on the Save Changes button on the "Appointments Manager". A dialog box will confirm if you want to replace the client's original details with the changes you have just made, Click the Yes button to overwrite the client's existing details with the new changes you have made, or the No button to cancel.

If you click "No" to not save the changes your changes will not be lost, they will still be in the "Client Details" form. If you subsequently decide that you would like to save your changes (possibly making additional further changes before doing so), then you can by clicking on the Save button again, and this time in the confirmation dialog box clicking Yes to saving the changes.

IMPORTANT: Once you select (click on) any other client in the "Appointments Manager", or click on any of the other tabs, any changes you have made to a client's details that you haven't explicitly saved (by clicking on the Save button and saying "Yes" in the resulting confirmation dialog) will be lost forever.

>> To Delete a client

1.Click on the Clients tab at the top of the "Appointments Manager".

2.In the list of clients in the "Appointments Manager" select (click on) the client you want to delete.

3.Click on the Delete button in the "Appointments Manager". A dialog box will confirm you want to delete this client, and all their historical and current appointment details. If you want to do so click on the Yes button. To cancel the deletion click on the No button.