On a successful log in the following screen will appear.
The schedule screen is where you view appointments for the selected
person on the selected day. To choose a different person select your
choice from the Person pull-down menu. To change
the date enter the new date in the
Date edit box. Make sure to always use the same
date format your server uses when entering dates. The Category filter
changes the current person category. When a category is selected, only
appointments of people belonging to the selected category will be
shown.
To view the new
schedule press the Refresh button on the toolbar (the calendar with two
green arrows) to update the
screen.
The selected appointment item can be edited by selecting Edit Appointment from the Appointments menu item. Alternatively you can click the Edit Appointment toolbar button. An appointment is selected by clicking on the text part, not the title. At this point the appointment will turn color, usually light yellow.
To delete a selected appointment item just click on the delete button (red button with a minus sign) in the right corner of the item. Alternatively you can deleted the selected item by choosing Delete Appointment from the Appointment menu item.See also: Viewing a appointment
There are eight different schedule views available to you.
Single
View, as shown above, shows all appointments for
a single person on a single day. Week At A Glance shows all appointments
for the selected person in the selected
week. Weekdays at a Glance shows all the week's weekday appointments for
the selected person. People At A Glance shows all appointments for all people on the
selected date. People this Week shows the appointments of all people
for the current week. Clients At A Glance shows all appointments for all clients on the
selected date. Rooms At A Glance shows all appointments in all rooms on the
selected date. Month At A Glance shows
all appointments for the selected person in the selected month. People
this Month shows all appointments of all people in the selected month.
To select a different view choose the desired view from the View menu
item.