QG - Create a Meeting
With the Appointment Book open
Right click and select New Appointment OR double click on the calendar, in the relevant spot
The Edit Appointment form will display. For full details on all of the fields in the Edit Appointment screen click here.
By default a Client Appointment will be created
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To create a Casual Appointment click here
Select Meeting as the Appointment type
The Edit Appointment screen will change to show as below. The Consultation Type and Referral fields are disabled.
Choose a Meeting Type from the list
Date and time: This will default in if the Appointment date has already been selected in the calendar.
Choose the Start Time by clicking on the up and down arrows OR type the time into the field
Follow the same steps above to update the End Time if required
Reminder: Tick the Reminder box to get a popup reminder prior to the appointment
This enables the Reminder time drop down box
Select the time prior to the appointment for the reminder to display
A reminder similar to that below will display at the selected time.
Practitioner: The Practitioner will default in from the calendar selected
Location: This will default in from the Practitioners calendar.
Notes: Add any notes relating to the appointment in here.
Check All Day if the appointment is scheduled for the whole day.Click here to change how an All Day appointment is displayed.
To find out how to make a meeting recurring click here
Click OK to save and close