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Appointments are used to track sales appointments, vacation/sick time, company meetings, and anything else that may affect time at work. Appointments can be found in two places: the Appointment List and the Schedule Board. Before you can make an appointment, you need to setup your appointment preferences.

Appointment List

By |2021-08-25T14:28:26-05:00July 26th, 2019|

Introduction Appointments can be found in two places: the Appointment List and the Schedule Board. The Appointment list is used to manage appointments made within Total Office Manager. Form Access From the main menu, click Company | Appointment List. Appointment List File Path From the toolbar, click the drop-down arrow just right of

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Appointment List Report

By |2021-08-19T10:45:31-05:00March 23rd, 2018|

Introduction The Appointments List Report shows a list of the scheduled appointments from the Schedule Board and is customizable according to date, employee, customer, and appointment type. Form Access From the main menu, click Reports | Scheduling | Appointments List, or use the Report Navigator. Appointments Lists Report File Path Report Options

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Repeat Appointments

By |2021-08-26T15:26:00-05:00March 22nd, 2018|

Introduction This help topic will explain how you can create repeating appointments from a single appointment that you have created. Usage Say you have a company meeting every Tuesday at 7:30 AM with your technicians; use this utility to create an appointment for every meeting from now until the end of the year. Form Access

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