Pro Schedule Tutorial
Running Pro Schedule
When Pro Schedule is first started a login dialog will appear if
security has been enabled. If you haven't already, contact your
administrator for your user name and password. After that the Tip Of The
Day screen will appear.
Click OK to show the main screen. The main screen
will look something like this:
Setting up your data
The first step in using Pro Schedule is to enter your schedule data
into
the program. Your data will include information
about your people, rooms and clients. The Data
Manager screen allows viewing and editing of all Pro Schedule data.
Open the
Data Manager by choosing View | Data Manager from the main screen menu.
Note that if security has been enabled, you must first login as Administrator
or as Superuser if the Superuser data access option has been set. The Data Manager will look something like this:
When you first use the program there should be some sample data. Once
you have finished experimenting with this
data you should erase it and enter your own data. To delete all the
records in the current table choose Records |
Delete All Records from the menu.
Entering People Data
The first step in using Pro Schedule is to enter your people into the program. First
make sure you are in the Detail table of the Data Manager. The Detail
tab shows a list of tables on left side.
In the radio group to the left, select People. This will cause the People table data to be displayed in
the grid to the right. Enter information about your people in this grid.
Repeat this step for your clients, topics
and categories, if any. The Pro Schedule database contains sample data,
so you'll probably want to delete it first.
Entering People
Let us start by adding a person. To add an person click on the People tab in the Data Manager. The People
tab will look like this:
If the fields are not blank as in the above picture. Press the add
button to add a new record. The add button is
the red circular button at the top with the + sign in it. Then type in
the person's data into the fields. In the
example below, we added the person Dr Payne.
The Person field must be a unique ID for the person. The Person
field links to the Person field in the Bookings table. All
other fields are optional. The Category field links to the
Category field in the Categories table. It is used to group similar
people together. The E-mail contact is an e-mail
addresses for the person. If the Notify Person On Change option
is set, whenever an appointment is changed or deleted, a notice will be
e-mailed to the e-mail address listed in the CC appointment field.
The Color field indicates which color appointments for this person will
have.
The color field can have the following values:
B - Blue
A - Aqua
D - DkGray
G - Green
L - LtGray
R - Red
F - Fuchsia
M - Maroon
N - Navy
O - Olive
P - Purple
S - Silver
T - Teal
Entering Clients
Now let us add a new contact, Alice Quinn. Click on the Contacts
tab. The Contacts tab will look like this.
If the fields are not blank as in the above picture. Press the add
button to add a new record. The add button is
the red circular button at the top with the + sign in it. Then type in
the contact data into the fields. In the
example below, we added Jim Corba as a contact.
This table lists all the default appointment contacts. The names listed
in
this table will show up in the Client pull-down list in the Add
Appointment screen. When the Client field in the Add Appointment screen
is
double clicked, the contact's e-mail address will be queried from this
table in order to e-mail the appointment contact. The e-mail address
from
this table will show up in the CC pop-up in the Add Appointment
screen.
Entering Categories
The Categories tab lists all the people categories. The
names listed in this table will show up in the Category pull-down list
on the main scheduler screen. When a category from this table is
chosen from this pull-down list, only the appointments of people
belonging to this category will be shown.
Entering Status
The Appointment Status tab lists appointment status codes that will show up in
the appointment status pull-down list in the Add Appointment screen.
Entering Topics
The Appointment Topics tab lists all the appointment topics that will show up
in the appointment topic pull-down list for the Add Meeting screen.
The Color field indicates which color appointments for this person will
have.
The color field can have the following values:
B - Blue
A - Aqua
D - DkGray
G - Green
L - LtGray
R - Red
F - Fuchsia
M - Maroon
N - Navy
O - Olive
P - Purple
S - Silver
T - Teal
Other Data
The remaining data tabs are used by the software itself and normally
will not need to be edited. See the Pro Schedule
Tables section of the help file for detailed information on these and
other tables.