ZigaForm version 5.3.5

Preferences – Appointments

By |2021-09-09T09:54:05-05:00March 23rd, 2018|Comments Off on Preferences – Appointments
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Introduction

The Under Preferences – Appointments is where users setup various appointment and scheduling options. Within this preference, there is a ‘My Preference’ option only to configure within Total Office Manager.

Form Access

  • From the main menu, click Edit | Preferences or

Preferences File Path

Preferences File Path

  • From the toolbar, click the Preferences button.

Preferences Toolbar

Preferences Toolbar

Field & Button Definitions – Preferences – Appointments

My Preferences

Appointments - My Preference

Appointments – My Preference

  • 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. As a My Preference, this can be adjusted to the individual whose primary task is to schedule and dispatch appointments for users.
  • 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. This is a key feature for Preferences – Appointments.
  • Schedule Board Options – Opens the form used to control various options pertaining to the old schedule board only. This form can also be accessed directly from the schedule board itself.

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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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