About Appointment Icons

There are various icons that can be seen within the appointment book. Appointment Icons can be turned on in Options > Appointment Book > Show Icons in Appointment Book Screen.

Icon

Description

  • Shows when an SMS is required to be sent.
  • A tick will display over this icon once the message has been sent.

  • Shows when an email reminder is required to be sent.
  • A tick will display over this icon once the email has been sent.

  • Shows when a phone reminder is required. 
  • Once the phone call has been made, double click the appointment to open the Edit Appointment form. Tick Called. A tick will then display over this icon.

  • Shows when a confirmation letter is required. 
  • Once the letter has been sent, double click the appointment to open the Edit Appointment form.Tick Confirmation Letter Printed. A tick will then display over this icon.

  • Shows that the client has arrived.
  • This displays when Client Arrived is selected in the Appointment Right Click menu.

6. Time, Client Name & Consultation Reason

  • Displays the time, client name and the Consultation Type selected for the appointment.
  • Consultation Types can be added into System > Maintenance > Products and Services.

7. Primary Phone Number

The clients Primary Phone Number displays if this option is selected in System > Options > Appointment Book.

8. Referral Indicator

Displays the appointment number and the quantity of appointments remaining of the referral attached to the appointment. 

Enter referral details within Client Details > Referrals.

Open the Edit Appointment screen and select the relevant Referral from the list so that the appointment is counted in the referral count.

If there is no Referral entered into the Referral field within the appointment, this value will not display on the appointment screen, regardless, of whether the client has a current referral.

Indefinite referral.

Duration referral.

9. Appointment Notes

 
  • Notes can be added to an appointment.
  • These display if this option is selected in System > Options > Appointment Book.
  • Having Notes display may slow the loading time of your appointment book upon startup.
  • If your screen size is too small or you have many calendars to display the notes will not display.

  • This icon will display if the client has an outstanding balance in their account. 
  • The balance owing is also displayed.

11. Balance Owing Amount

Balance owing amount will display if this option is selected in System > Options > Appointment Book.