Appointments Book Navigation and Toolbar

Appointments toolbar

Appointment Book

Opens the appointment book. The Appointment book will display on screen and reflect the layout choices made, e.g. work week displayed.

New Appointment

Creates a new appointment at the selected slot.

Reminders

View appointment reminders.

Practitioner availability

Sets the usual working hours and location for a Practitioner.

Export to Outlook

Exports the calendar to Microsoft Outlook.

Export to iCal/Google

Exports the calendar to iCal or Google calendar.

Show cancelled

Shows 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.

Find Free Time

Finds the next available appointment time(s) for a particular practitioner or for all practitioners.

Arrange toolbar

Day View

Shows all appointments for the date you specify.

Work Week View

Shows all appointments for Monday to Friday. This view can include Saturday and Sunday depending on the options selected in System > Options > Appointment Book.

Tab View

Tab view is available in Day, Work Week, Full Week and Month views. This view divides the appointment book columns into tabs per practitioner.

NOTE  The Tab View has a limit to the number tabs that can be displayed on screen, dependent on the screen resolution. For example: 23 tabs can be displayed on a resolution of 1280 x 1024. Best Practice Software recommend the use of custom appointment book views if all required calendars cannot be displayed on the Tab view.

Full Week View

Shows a seven day week in a column format.

Month View

Shows all appointments for the month selected. 

Navigate toolbar

Backward

take you back 1 day, week or month depending on the view selected.

Forward

take you forward 1 day, week or month depending on the view selected.

Go to Today

show Today's appointments.

Zoom In

adjust your Time Ruler down to 5 minute intervals.

Zoom Out

adjust your Time Ruler up to 1 hour intervals

Refresh or Synchronise

Refresh

Refreshes the appointment book, for sites with a direct connection between Bp Allied and the database.

Synchronise

Synchronises the appointment boo with the database, for sites with a local database copy that requires synchronisation with the main or server database.

Print toolbar

Print Preview

Opens a preview of the appointment book ready for printing.

Page Setup

Modify the page setup for printing the appointment book.

Layout toolbar

Group by Resource

Groups the Appointment Book by Practitioner, with days shown under each Practitioner.

Group by Date

Groups the Appointment Book by Date with Practitioners shown under each date.

Working hours

Toggles between showing the 24 hour daily time scale and the work hours designated in System > Options > Appointment Book.

Time scales

Edits the time ruler intervals

Clients toolbar

Client Details

Opens the client details for the client associated with the appointment.

Find Client

Opens the screen to search for a client.

New Client

Create a new client for the appointment time.

Attach Document

Attach a document to the client associated with the appointment.

Attach Email

Attach an email to the client associated with the appointment.

Record Phone Contact

Record a phone contact with the client associated with the appointment.