There are two ways that you can view Client Appointments. Either through searching on the calendar or on the Appointments tab in the Client File.
Jump to Section: [Search for Appointment] [View Client Appointments in Client File]
Search for Appointment
- On Calendar, click in Appt Search field.
- Type Client Name and all future appointments associated with that Client will display.
View Client Appointments in Client File
- Click My Clients and select appropriate Client.
- Click Appointments tab.
- All future Client appointments will display. To view or edit, you must be on the calendar.
