Appointment Window
This section describes the fields in the appointment window. The appointment window allows the user to add new appointments and to edit existing ones.
Opening the Appointment Window
The appointment window is opened when the user wants to add a new appointment or edit an existing one. There are various ways the user can open the window.
When adding an appointment:
By clicking the NEW APPOINTMENT button in the Top Margin of the application
By clicking the plus icon in the tool bar within the Appointments tab
By selecting Add New Appointment in the APPOINTMENTS MENU within the Appointments tab
When editing an appointment first highlight the appointment in the Appointments tab, then:
By clicking the pencil icon in the tool bar within the Appointments tab
By selecting Edit Appointment in the APPOINTMENTS MENU within the Appointments tab
By double-clicking the appointment in the appointments list
By clicking on an appointment in the Calendar tab
By double-clicking an appointment in the appointment history grid in the client's tab
Appointment Fields
Field |
Description |
Notes |
Client |
The client the appointment is for |
The magnifier button opens the client in a new tab The pencil button opens the client for editing The plus button opens the new client window |
To See |
The user the appointment is with |
The pencil button opens the user for editing |
For |
The type of appointment |
|
When |
The date of the appointment |
The calendar button allows selection of the date |
At |
The time of the appointment |
Type in or select from drop down list The pencil opens the user's opening hours for editing |
Repeat |
Period to create repeat appointments |
Pick from weekly, fortnightly, 3 weekly and 4 weekly |
Total Number of Appointments |
The total number of appointments to be created when the SAVE button is clicked |
This field only shows when the Repeat value is anything other than None. |
Duration |
The duration of the appointment in minutes |
|
Using Room / Resource |
The room or resource to book |
The X button clears the entry |
Remind Client Using |
The schedule to use to send the appointment reminder |
The X button clears the entry The disk button saves this as the user's default setting |
Allow Double Booking |
Stops DiaryBook from checking if the appointment is double-booked |
|
Notes |
Notes for the appointment |
If an appointment has a note a star is shown in the appointments list |
Double Booking
When adding an appointment DiaryBook will check that the new appointment does not conflict with any other appointment for that user, with any other appointment for the room or resource been used or with any blocked out times that have been set.
If the appointment does conflict, the user will receive a message to that affect. The user can then decide to choose another date and time or to tick the Allow Double Booking box to override the setting
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