Appointment List

By |2021-07-23T11:04:29-05:00July 26th, 2019|Comments Off on Appointment List

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

Appointment List File Path

  • From the toolbar, click the drop-down arrow just right of the schedule board button and choose View Appointment List.

Toolbar - Dispatch - View Appointments

Dispatch – View Appointments

Field Definitions

Add New Appointment

  • Employee – Displays the name of the person the appointment is scheduled for.
  • Cust:Job – Displays the customer (if any) which is associated with the appointment.  The appointment is included in the customer’s history.
  • Type – Displays the appointment type.  These work just like work order types.
    • Examples may include “personal”, “business”, “medical:, etc.
  • Description – Displays detailed information regarding the appointment. This information also appears on the Schedule Board.
  • Date – Displays the date of the appointment.
  • Start Time – Displays the time of day when the appointment is scheduled.
  • Private – Indicates whether or not this is a private appointment.  Private appointments do appear on the Schedule Board, but no details are displayed.
    • Note: The administrator can view all appointments, even ones marked private.
  • All Day Event – Tick the box if the appointment is scheduled for an entire work day
  • Duration In Minutes- Displays the length of time in minutes that the appointment is scheduled to last.
  • Remind Me – Set a time to notify the user in advance of when the appointment is scheduled to occur
  • Completed – Displays whether or not the appointment has been completed.

Usage

Appointment List Options

Appointment List Options

  • To create a new appointment, right-click anywhere in the list and choose New Appointment from the pop-up menu.
  • To edit an appointment, right-click on it and choose Edit Appointment from the pop-up menu.
  • To delete an appointment, right-click on it and choose Delete Appointment from the pop-up menu.
  • To complete an appointment, right-click on it and choose Complete Appointment from the pop-up menu.
  • To find an appointment, right-click on it and choose Find Appointment from the pop-up menu.  The schedule board will open and display the appointment highlighted in red.
  • To memorize an appointment, right-click on it and choose Memorize from the pop-up menu.
  • To repeat an appointment, right-click on it and choose Repeat Appointment from the pop-up menu.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.

Tips

  • The administrator can view all appointments, even ones marked private.
  • Click the drop down arrow next to the Schedule Board to Create Appointment or View Appointment List.
  • You can delete multiple appointments. To highlight multiple appointments, press and hold your Ctrl key and click each appointment.  Select a range of appointments by highlighting the first appointment in that range, pressing and holding the left Shift key, and clicking the last appointment in that range.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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