Printing the Appointments Diary

Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments

The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary view styles to suit your needs including single day, whole week, single or multiple users.

Printing the Appointment Diary

1.

Click <Print> to open the Print Appointments Diary screen.  From here you can either print the diary or print an appointment schedule for a client by clicking the appropriate Tab at the top of the screen.

Diary Print

1.

Select whether to print the diary by diary user or by location.  Then select a specific diary user or location or leave blank to print all.

2.

Choose what information you wish to include for printing by clicking the appropriate tick boxes.

3.

Enter a date range and select to print the diary based on a 5, 6 or 7 day week.

4.

Select the print style.  How many columns, portrait or landscape or a Month per page.

5.

Select All Diary Users for Each Day to print your diary users in turn for each day or select All days for each Diary User to print the whole selected date range for each Diary User.

6.

Choose whether to print just the booked appointments or all appointments.

7.

Finally you can enter your own heading for the report.

8.

When you have finished making your print selections you can preview the report, print it or export the information to an external file.  For example: a text file, spreadsheet etc.

Appointment Schedule

1.

Select the client by entering their surname and clicking <Search> or entering their client number.

2.

Select which appointments you wish to print: All Future, All Past, All or Between Selected Dates.  You can also choose include DNA appointments.

3.

You can send the appointment list to the client by letter or e-mail by clicking <Letter/Email>. (See Activities -> Sending a Letter or Email)

4.

Finally you can enter your own heading for the report.

5.

When you have finished making your print selections you can preview the report, print it or export the information to an external file.  For example: a text file, spreadsheet etc.

 

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