Standard Appointment

1

Date of the appointment.  This can be changed to another date.

2

Time of the appointment.  This can be changed to another time.

3

Duration of the appointment in minutes.  Use the drop-down list to select a duration for the appointment.

4

Name of the client for the appointment.  Select a client from the drop-down list.

5

Instead of using the drop-down list to select a client, you can use the Search button to search for them in the Address Book

6

Click the New button to add a new client.  The new client will be added to the PhonePad Address Book.

7

Edit the client's Address Book information.

8

You can change the user the appointment is assigned to by selecting a different user from the drop-down list.

9

View the appointment history of this client by clicking the History button.  See Client History.

10

Click the ... button to assign a room for this appointment.

11

Click this button to clear any room assignment.

12

Add notes about the client or appointment.

13

Make the appointment repeat by clicking the Repeat button.

14

For an All Day appointment, switch All Day to on.

15

This can be used for appointments that take place outside of the office.  You can enter an address, or select it from the Address Book using the Addresses button.

16

The Addresses button can be used to look up a Client's address and add it to the Address field.

17

View the Address Book entry for the selected client.

18

You can enter the client's email address here.  If you use the Addresses button the information will be filled in for you.

19

You can enter the client's phone number here.  If you use the Addresses button the information will be filled in for you.