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Appointment Book - Right-hand Toolbar

The right-hand toolbar within the Appointment Book displays a series of pop-out screens designed to put information at your finger tips.

Appointment Book - Right-hand Toolbar
All of the pop-out lists can be setup to be permanently displayed. To do this click on the push-pin .
To change back to a pop-out list, click back on the push-pin
1

Waiting List

1. Waiting List
Displays a pop-out list of clients waiting for an appointment.
2

Quick View

2. Quick View
Displays a pop out list of today's appointments for the Practitioner logged in when clicked on.
  • This view excludes meetings and other practitioners appointments.
3

Visible Calendars

3. Visible Calendars
Displays a pop-out list of calendars available to be viewed in the Appointment Book.
  • Click here for information on how to get a calendar to display in this list.
4

Notes

4. Notes
Displays a pop out list of Notes when clicked on.
5

Tasks

5. Tasks
Tasks allow alerts to be set for yourself or other practitioners to ensure a certain task is performed by a due date or to track resources given to a client, whether it be certain documentation or equipment.
6

Incoming Messages

6. Incoming Messages
This area captures replies to SMS reminders from Clients.