Deleting Details for Past Appointments

To improve the speed and performance of the Appointment Book, you should delete details for past appointments periodically.

Important:  This deletion only removes the appointment details stored on the Appointment Book and does not remove details from a client's history or affect the historical appointment data that displays on reports.

Tip:  You can configure Millennium to delete appointments a specified number of months after the appointment date.  Click here for instructions.

1. Select Appointments > Delete Multiple Appointments.

The Delete Multiple Appointments window displays.

2. Click Backup.

The Millennium.Backup window displays.

3. Complete the following:

1. Click Select Location.

2. Specify a location and file name for the backup.

3. Click Save.

4. Click Backup.
5. Click Yes.

A notification displays once the backup process is complete.

6. Click OK.
7. Close the Millennium.Backup window.
8. In the Delete appointments more than _ months old field, specify the number of months after the appointment date at which to delete appointment details.
9. Complete the following as necessary:

1. Select Include Block Time definitions that ended 6 months ago to delete time blocked out for breaks and meetings that occurred more than six months ago.

2. Select Include Standing definitions that ended 6 months ago to delete details for standing appointments that occurred more than six months ago.

10. Click Ok.

A notification displays with the number of appointments selected for deletion.

11. Click Yes.

• If you selected Include Block Time definitions that ended 6 months ago, a notification displays with the number of block time definitions deleted.  Click OK to continue.

• If you selected Include Standing definitions that ended 6 months ago, a notification displays with the number of standing appointments deleted.  Click OK to continue.

A notification displays when deletion is complete.

12. Click OK.