Looking Up Appointments

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's future appointments display.

3. Complete the following as necessary:

• View the client's past and future appointments

  1. Deselect Future Appointments Only.

  The client's past and future appointments display in chronological order.

   

• Check in the client for their appointment(s)

  1. Select IN next to the appointment(s).

  2. Click Check IN.

   

• Edit an appointment

  1. Double-click the appointment.

  The Appointment Editor displays.

  2. Edit the appointment details.

  3. Click Save.

   

• Print details of the client's future appointments

  1. Click Print.

  A print preview displays.

  2. Click the Print button on the toolbar.

  The Print window displays.

  3. Select a printer.

  4. Click Print.

   

related links

Looking Up a Client Profile

Daily Tasks - Appointments