Schedule an Appointment on a Specific Date
Overview
Use the front desk functionality to schedule services using a graphical interface.
Menu Path
Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Schedule a Service on a Specific Date
- In the toolbar, click the Check In/Out button.
- Navigate to the following path: Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In.
System result: The system displays a list of appointments.
- In the toolbar, click the Calendar button.
- In the left pane, expand the Select a Date option, and select a date.
- On the appropriate date and time, right-click the calendar.
- Select Schedule Appointment from the context menu.
- In the Schedule Appointment dialog, enter information as appropriate. The following fields are required:
Note: Based on filters you may have previously selected in the left-pane, some of the required information may be pre-populated. For example, in the appointment search option, if you enter the Program, Client, Event, and Duration, those fields will automatically populate when creating the appointment.
- Facility Responsible
- Staff
- Program Responsible
- Event
- Client
- Click Save.
