Appointment Manager Software Support - Appointment Settings

Support -> How To Set an Appointment to "Attended"

How To Set an Appointment to "Attended"

Step 1. Enter the "Staff Day Planner" Section

After selecting the "Planners" tab in the Work Area, select the "Staff Day Planner" tab.

Step 2. Select the Date of the Booked Appointment

Find the date of the booked appointment by using the interactive calendar to the left of the daily schedule. The selected day will be highlighted in blue in the calendar and the day's schedule will appear to the left. You may also move to the correct date by using the arrows above the daily schedule.

Step 3. Select the Appointment You Want to Set to "Attended"

In the daily schedule, select the appointment you wish to set to "Attended" by double-clicking on the appointment block. The Appointment Details window will appear.

Step 4. Change the Status of the Appointment

In the Appointment Details window, change the status of the appointment to "Attended" by using the drop-down menu next to "Status". Confirm the cancellation by clicking on the "Update" button. NOTE: All appoinments with an "Attended" status are archived in the system for future reference. The status may be changed manually in the appointment details window, or may be set to "Attended" automatically by selecting this option under "Advanced Settings". All "Attended" appointments are archived at 12AM every day.