Preferences – Appointments

By |2021-07-25T07:28:39-05:00March 23rd, 2018|Comments Off on Preferences – Appointments

Introduction

The Appointments preference window is where to setup various appointment and scheduling options.

Form Access

  • From the main menu, click Edit > Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Default Appointment Duration – When creating a new appointment, this setting defines (in minutes) the proposed length of the appointment.  The actual appointment time can be adjusted if different from the proposed time.
  • Default Type – After creating various Appointment Types in the program, a default appointment type can be selected here.  The default appointment type will be proposed on all new appointments.
  • Use Scheduling Conflict Checking – Ticking this checkbox to enables the feature.  When enabled, a warning will appear when scheduling work orders and/or appointments which overlap with each other.
  • Schedule Board Options – Opens the form used to control various options pertaining to the schedule board.  This form can also be accessed directly from the schedule board itself.

Related Topics

Preferences – Overview
Appointments – Appointment Type List
Schedule Board Options

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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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