Appointment Book - Click this button to open the appointment book. The Appointment book will display on screen and reflect the layout choices made, e.g. work week displayed.
Show cancelled - Allows the display of cancelled appointments if selected. To learn how to cancel an appointment click here. Cancelled appointments are displayed with a red background by default but this can be changed in the Appointment Book options.
Use this toolbar to change the number of days displayed within each calendar.
Click Day View to view all your appointments for the date you specify using the Calendar
Click WorkWeek to view all your appointments for Monday to Friday. This view can include Saturday and/or Sunday depending on the options selected in System > Options > Appointment Book
Click Full Week View to see a seven day week in columnar format
Click MonthView to view all appointments for the month selected.
Tab View
This is available in Day, Work Week, Full Week and Month views
The user can choose to turn Tab View on or off
On exit of Bp Allied the last option selected will be saved.
Changing between views for a specific practitioner
To move between day view displaying multiple practitioners and work week (or other view) for a specific practitioner:
Whether the Refresh button or the Synchronise buttons display depends on the connection to your database.
If Refresh displays then Bp Allied directly connects to the database and there is no intermediary database location.
If the synchronise buttons display then there is a local copy of the database on your computer and hence synchronisation with the main databse is required.
Client Details - Click Client Details to open the Client Details record when an appointment is selected
Find Client - Click Find Client to search for a Client, from here you can View Appointments including invoiced and cancelled details, Send an SMS, Attach Documents or Emails to the Client Record
