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Create a Casual Appointment


A Casual appointment can be used for a walk-in client or to block out a time space in the calendar for any other reason e.g. an all day seminar or a day off etc. If used for a walk-in Client then please note that the Client can not be invoiced from the appointment nor can any of the other usual appointment functions be carried out.
Create a Casual Appointment
1

Clients Details

1. Clients Details
Enter in the details of the appointment
2

Appointment Date and Time

2. Appointment Date and Time
The date and time as selected in the appointment book. Update if required.
3

Reminder check

3. Reminder check
Set a reminder if required
4

Practitioner / Location

4. Practitioner / Location
The Practitioner and Location as selected in the appointment book. Alter if required.    
5

All Day tickbox

5. All Day tickbox
Tick if an all day appointment. This will be displayed in one of two ways depending on the option selected. Either:
within the Location portion of the title bar
OR
across the time cells as a normal appointment displays.
6

Appointment Status

Set the Status of the appointment if different to the default.
7

OK

7. OK
Click OK to save and close
8

Cancel

8. Cancel
Click Cancel to close the Appointment screen without saving.
9

Unavailable Fields

The following fields are not available for use within a casual appointment.
9. Unavailable Fields
 
 
 
Casual appointments can be copied. Please click here for details.