Appointment Management Software
The Appointments View shows all the Appointments for a 6 week period so you can easily see which dates are free for making new appointments.
You can choose to show Appointments for all people or just those Appointments assigned to a selected person such as all Appointments assigned to a specific Consultant.
Each appointment is on a separate line and you can double-click an Appointment to easily navigate to the relevant client record. Scroll bars are shown where appropriate so you can easily see all the Appointments for a given day and get to the full details for each Appointment.
Creating an Appointment
When creating a new appointment you can easily see all the existing appointments and select a date as the start date for the new appointment.
You can assign an appointment to one or more specific people in your organization such as the relevant consultant or you can leave the default where all people will see it.
The appointments functionality can also be used to book Rooms or Boats or other items that are booked by the hour or by the day - see Room Booking Software
You can create Recurring Appointments that recur every day, week, month, year, 2 weeks etc. For example you can create Appointments for Recurring Visits every 12 months rather than having to create each Appointment manually.
With one click you can create an Appointment Reminder Letter to print with an Envelope or Address Label. Or you can create an Appointment Reminder Email to send straight to the client. Or you can create an Appointment Reminder SMS Message at the click of a button.
You can also set Reminders including Recurring Reminders. For example you could create a Reminder to call a client every 12 months agree an appointment date rather than automatically creating an Appointment.
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