Difference between revisions of "Appointment Status"
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Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
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*Select [[Appointment List]] button | *Select [[Appointment List]] button | ||
*Select an [[Appointment]] | *Select an [[Appointment]] | ||
| − | *Enter a new | + | *Enter a new Appointment Status in the Status and tab out |
| − | *You will be asked if you want to create a new | + | *You will be asked if you want to create a new Appointment_Status - Select Yes |
| − | *Enter a name for the | + | *Enter a name for the Appointment Status in the TYPE column |
| − | *Enter a description for the | + | *Enter a description for the Appointment Status |
*If this is to be the Default status, tick the check box (only one type can be the default) | *If this is to be the Default status, tick the check box (only one type can be the default) | ||
*Select OK to save | *Select OK to save | ||
Revision as of 17:14, 21 June 2011
Overview
Appointment_Status types are used to help you track appointment activity in progress. You can define Appointment_Status in any way that suits your business such as by activity, outstanding issues, finance etc.
How to Create Appointment Statûs
- Select Appointments tab
- Select Appointment List button
- Select an Appointment
- Enter a new Appointment Status in the Status and tab out
- You will be asked if you want to create a new Appointment_Status - Select Yes
- Enter a name for the Appointment Status in the TYPE column
- Enter a description for the Appointment Status
- If this is to be the Default status, tick the check box (only one type can be the default)
- Select OK to save
