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Appointment Templates

 
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lcarroll
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Joined: 23 Jan 2006
Posts: 28

PostPosted: Mon Oct 01, 2007 5:46 pm    Post subject: Appointment Templates Reply with quote

Q. How do you establish/change appointment templates?
A. First, select the following:
[ Utilities | Other Setup Utilities | Appointments | Appointment Setup | Select or enter the Resource (both abbreviation and name) | Setup ]

2. Select a day of the week tab at the top.

3. Click Zap (bottom right) to clear the current template.

4. Enter the following on the left:
Start Time
Time Increment
# of Appointments per Time slot
Stop Time
Lunch Start Time
Lunch Stop Time

5. Click Create (bottom right) to create template.

6. You can color code time slots by right clicking the time slot with your mouse. Select the color.

Your template is now complete and ready for use.
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~lcarroll
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