Appointments

Appointment Settings

Appointment Length

This is the minimum appointment length in minutes.  Appointments can be multiples of this amount.

First Appointment

This is the time of the first appointment of the day.  If office hours start earlier on some days, set this time to the time of the first appointment for the earliest day.

For example, if the first appointment is normally at 9:00am but one day a week it's at 8:00am, then set this time to 8:00am.

Last Appointment

This is the time of the last possible appointment of the day.  If office hours are longer on some days, set this time to the last appointment time for the latest day.

For example, if the last appointment is normally at 4:45pm but one day a week the last appointment is 8:45pm, then set this time to 8:45pm.

Skip Weekends for Multi-Day Appointments

When checked, any multi-day appointments that are created won't include weekends.

Appointments

Appointment Name

Use Client Name - when selected, the name of the client will be displayed on the appointment calendar.

Use Company Name - when selected, the name of the company will be displayed on the appointment calendar.

Client Label

The Client Label is set to Client by default.  You can change this to something else if you prefer, eg. Patient.

2nd Line

Where an appointment spans 2 or more time slots, you can specify what is displayed in the second time slot.  The options are Address, Subject or Phone Number, or you can leave it blank.

3rd Line

Where an appointment spans 3 or more time slots, you can specify what is displayed in the third time slot.  The options are Address, Subject or Phone Number, or you can leave it blank.

Time

24 Hour Time

If you prefer 24 hour time (the default) select this option.  The time will be displayed in this format throughout Appointment Calendar.

12 Hour Time

If you prefer 12 hour time select this option.  The time will be displayed in this format throughout Appointment Calendar.

New Client Screen

Identification Label

Appointment Calendar provides an option for adding new clients directly in Appointment Calendar, instead of having to switch to PhonePad and entering them in the Address Book.

This setting changes the Identification (1) label on the New Client screen.  The default is "Identification".

Identification Hint

This setting changes the Identification Hint (2) on the New Client screen.  The default is "Client No, Patient No, etc.".

Appointment Cancelling

Require Notes on Cancel

When checked, users will be required to enter a note when canceling an appointment.

Appointment Colors

Appointment

Concurrent

Meeting

Personal

Break

Lunch

Leave

Allows you to change the color of the various appointment colors.

Reset Colors

Resets the colors back to their defaults.