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Version 7, 2019

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Appointments Book Navigation & Toolbar


 
Appointments Book Navigation & Toolbar
1

Appointments toolbar

1. Appointments toolbar
Use this toolbar to create appointments, view reminders, find free time, display cancelled appointments (or remove them from display) and sychronise your appointments with Outlook, iCal or Google calendars.
 
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.
Practitioner availability - Click this button to set the usual working hours and location for a Practitioner.
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.
2

Arrange toolbar

2. Arrange toolbar
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 Work Week 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 Month View 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:
1.     Click on their calendar in Day View
2.     Then click on Work Week (or other view)
 
3

Navigate toolbar

3. Navigate toolbar
Use this toolbar to move the calendar backwards and forwards, change the timeslot intervals displayed on the calendar and navigate back to today.
 
  • Click Backward to take you back 1 day, week or month depending on the view selected.
  • Click Forward to take you forward 1 day, week or month depending on the view selected.
  • Click Go to Today to show Today's appointments.
  • Click Zoom In in to adjust your Time Ruler down to 5 minute intervals.
  • Click Zoom Out to adjust your Time Ruler up to 1 hour intervals.
4

Refresh or Synchronise toolbar

4. Refresh or Synchronise toolbar
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.
5

Print toolbar

5. Print toolbar
Print or preview your appointment book.
6

Layout toolbar

6. Layout toolbar
When there a multiple practitioners then these buttons can be used to display calendar columns grouped by day or by practitioner.
 
Group by Resource - Groups the Appointment Book by Practitioner, each day will fall under each Practitioner.
 
Group by Date - Groups the Appointment Book by Date, all Practitioners will fall under each date.
 
Working hours toggle
Use this to toggle between showing the 24 hour daily time scale and the work hours designated in System > Options > Appointment Book.
7

Time Scale toolbar

7. Time Scale toolbar
This is used to change how the time segments in the appointment book is displayed.
 
View the video - Edit time ruler intervals
8

Clients toolbar

8. Clients toolbar
Enables searching for, displaying the details of or creating a new client as well attaching documents, emails or recording phone contacts,
 
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
9

Exit toolbar

9. Exit toolbar
Click this button to exit the Bp Allied program.