QG - Create a Casual Appointment
A Casual appointment can be used for a walk-in client or to block out a time space in the calendar for any other reason e.g. an all day seminar or a day off etc. If used for a walk-in Client then please note that the Client can not be invoiced from the appointment nor can any of the other usual appointment functions be carried out.
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 Meeting click here
Click Casual to create a casual appointment
The Edit Appointment form will change to display a free text field
Client / Appointment details: Enter your Appointment details into the free text field displayed above
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
Practitioner: The Practitioner will default in from the calendar selected
Location: This will default in from the Practitioners calendar.
Click OK to save and close
There are some fields unavailble for use in a Casual Appointment. Please click here to view these.