Appointment Scheduling - Entry

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To schedule an appointment, select Sales/POS from the Menu Tree Menu or the Windows Drop Down Menu then Appointments/To Do and then Schedule Appointment.

You are first asked to select a user,

Then a date,

Select the date for the appointment.

and then Appointment Scheduling form is displayed for the user and date specified.

The Appointment Scheduling form displays today's date, the user name and date for the appointments, and any reminders for today.

Time slots are displayed in the table based on the first appointment time, last appointment time, and appointment frequency from the user's record.

Buttons are available to change schedule date, change user, enter reminders, and to print the appointments scheduled for a range of dates.

To schedule or change an appointment, highlight the time slot desired and then press the button. The Appointment maintenance Form is displayed.

Date and time are preset. Enter the appointment duration in hours and/or decimal hours and who the appointment is with in the description field.

If you wish to add comments or a more verbose description, select the Extended Description text field.

When you are finished filling in the form, press the Ok button to complete the entry.