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Wednesday, February 5, 2014

Appointment Quick Guide

When you click in the calendar to create a new appointment or open an existing appointment, there are lots of great features embedded in the client appointment window that opens up that may be really useful to you. These are summarized in the new Quick Guide we have created shown below and also available on our Help & Support pages. These features include hiding the details of an appointment if it's private, setting up recurring appointments, and looking up a client by starting to type their name. The client appointment window can also be customized by adding or removing fields. How to do this is also shown in this Quick Guide.

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