Select the Icon at the top of the screen. A list of the preparers will display on the left-hand side of the screen. The upcoming appointments for each preparer are displayed on the Main Screen to the right.
Add Appointments - To add an appointment, double-click on the Preparer's name or in the desired timeslot adjacent to the preprarer. Enter the clients' name, adjust the date and/or time, input phone numbers, and add any applicable comments. Select the return type and indicate whether this is a new or returning client. Once entered, select the 'Save and Exit' button.
Edit Appointments- To edit an appointment, double-click on the client's name and make any necessary changes.
Delete Appointments - To delete an appointment, double-click on the client's name and select 'Delete'.
Display Preparers - To display all or only certain preparers in the expanded list, select 'Options' then 'View Setup'. To show a preparer, place a check mark next to the preparer's name and select 'OK'. If you do not wish to display certain preparers, uncheck the box next to the preparer's name.
Report- To run a report for upcoming appointments, select the 'Report' button. Select the preparers to display in the report and enter the beginning and ending date range desired.
If your office is not networked it may be necessary to transfer appointment entries from one computer to another.