Adding an Appointment
This is a quick overview for adding a new appointment. Please refer to the help files for more detailed instructions.
To add an appointment the user should do the following:
For a full description of the controls in this window see The Appointment Window section of the help files.
Tip: For testing purposes, we recommend that the user picks their client record and chooses a date 2 days in the future. The default reminder options are set to remind clients 2 days in advance. By doing this the user should receive the appointment reminder within minutes of adding the appointment record.
To view the list of appointments on the account for the specific day used the user should do the following:
In the Left Margin click the required day in the date picker
The APPOINTMENTS tab will appear in the application showing the appointments for the day selected.
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