Selecting "New Appointment" from the Appointments menu brings-up the new appointment editor. Appointments can be created for new customers or returning customers using the look-ups. For new customers, fill-in all the required fields and select the "Save" button. For returning customers, select the look-up button with the magnifying glass icon next to the "First Name" field, then select the customer of interest from the next dialog. For Come-backs and Estimate Follow-ups, the History Browser is launched prompting the user to locate the originating invoice.
Once an appointment has been confirmed, it will appear on the Appointment Dashboard located on the bottom of the main form. From here you can begin, edit or cancel the appointment. The appointment will remain on the Dashboard for its life-cycle.
Previously scheduled appointments can be called-up for edit or cancelled. Blind Appointments can also be converted to live appointments. There are two ways to do this. One way is to select "Edit" button from the appointment grid. This will take you directly to the selected appointment. If you need to search appointments, the other option is to select the "Manage Appointments" pad from the Appointments menu. Here you can search appointments by a fixed time period or select a user-defined time period.
Selecting "Begin" from the appointment grid will create a new invoice from the selected appointment pre-populated with the customer info. The appointment is then flagged as complete and removed from the grid.
Appointments can be used as service reminders. Blind Appointments function just like regular appointments, but they're not linked to a scheduled service. At any time, a Blind Appointment can be converted to a live appointment.