When you get to this section there are several buttons that are useful when making Appointments:

• Create New - Use this option, then select Service or Location to create an appointment.

• Create Manually - Use this option to select all the options manually to create an appointment.

• Show list options- Select from a list of options:
  

• Show All- This option lists ALL appointments regardless of their Dates.

• Show today's only- This option shows a list of appointments for the current date (Current Date only).

• Show happening right now only- This option shows a list of appointments that are happening right now.

• Show future only- This option skips past Appointments and shows only Appointments with a Start Date equal to the current Date and onwards.

• Show past only- This option skips future appointments and shows only those appointments with a date that equals the current Date and prior(only past appointments).

• Show in custom date range- Use this option to pick a range, type a start_date and time, AND an end_date and time to list the appointments within that range.

• View Magnifying glass icon Option - Use this option to view the appointments listed based on some options(see details below):

• Search - Use this option to search some known text in the system.

• Search in - Use this option to filter the above-mentioned search to a particular category.

Refine your search

• Status - Select a Status to filter with.

• Student First Name- Type in some text to search in the referenced field.

• Student Last Name- Type in some text to search in the referenced field.

• Attendee - Card #- Type in some text to search in the referenced field.

• Staff Member First Name- Type in some text to search in the referenced field.

• Staff Member Last Name- Type in some text to search in the referenced field.

• Staff Member Card #- Type in some text to search in the referenced field.

• Location- Type in some text to search in the referenced field.

• Date Start- Type in a Date Start to search in the referenced field.

• Date End- Type-in a Date End to search in the referenced field.

• Course- Type in some text to search in the referenced field.

• Services- Type in some text to search in the referenced field.

• Apply Filters - Use this option to filter the list using all filters selected above.

These are the options available on this screen for each listed item.

• Appointment Information/Title - Click this title to edit or update the Appointment information.

• View - Use this option to see the appointment information.

• More Options - Use these set of option to modify the Appointment selected.

• Cancel - Use this option to Cancel the Appointment selected (only future appointments can be cancelled).

• Mark as No-Show - Use this option to mark the Appointment selected as a No-show.

• Mark as Show - Use this option to mark the Appointment selected as a Show.

• Restore - Use this option to Restore the canceled or voided Appointment selected.

• Virtual Sign-in - For online appointments only, this option allows you to sign in to an online appointment.

• Void - Use this option to Void the Appointment selected(only passed appointments can be voided).

Click in the “Create Manually” button to avoid the Appointment Wizard and select all the parameters on the same screen. This process should be used only to edit some specific parameter of the appointment, like the date or similar.

• Location- Use this option to select the appointment Location.

• Semester- Use this option to select the Semester information.

• Date- Use this option to select the appointment Date.

• Duration- Use this option to select the appointment Duration.

• Schedule As- Use this option to select the role of who is creating the appointment.

• Student- Use this option to select the Attendee.

• Staff Member- Use this option to select who will be meeting with the Attendee.

• Service- Select the Service associated with this appointment.

• Course- Select the Course associated with this appointment.

• Notes- Add notes as needed in this appointment.

• SAVE- Select this option to try to save the appointment with the current parameters.

• Search Available Slots- Use this option to search available slots using all filters set above.

• Cancel- Use this option to cancel (and rollback without saving).

This is an example of an exception that can show if you break some rules; as you can see in this case, the Staff is not registered in the selected service(s), so to fix it, you can go and link this Service with this STaff and then try again.

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