Maintaining the Appointments Module

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Diaries

Diaries form the base of the appointment module. You will get a column in the appointment module for each diary that is entered into Diary Maintenance. Diaries are originally designed to be rooms or areas, but can be used to resemble anything that requires appointments.

AppointmentsDiaries.png

To enter a diary follow the below procedure:

  • Click on the Appointments module
  • Click the Maintenance tab in the ribbon and then the Diary button
  • Select the necessary Branch and enter a Name for your Diary
  • Take the tick out of the days that are not necessary for this Diary.
  • Click Save and then Back, or use the Auto Save feature.

Types

AppointmentsTypes.png

Event Types

AppointmentsEventTypes.png

Templates

AppointmentsTemplates.png

Diary Scheduling

AppointmentsDiariesScheduling.png

Notifications

AppointmentsNotificationsBands.png

Sources

AppointmentsSources.png

Reasons

AppointmentsReasons.png

Status

AppointmentsStatus.png

Outcomes

AppointmentsOutcomes.png


Back

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