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      What is the Your Upcoming Appointments block on the Home Screen?

      Your Upcoming Appointments shows you a quick overview of appointments you have with clients soon.

      Note: The Appointment Manager Module must be enabled by an administrator on your account before you will be able to add, view, and edit appointments.

      1. Your Upcoming Appointments are located on the bottom middle of the home screen.
      2. All of your upcoming appointments will be listed, each with its own dropdown tab.
      3. If you wish to view all of your appointments, click the icon that looks like an arrow pointing out of a box. Clicking this will take you to the "All Upcoming Appointments" screen where you can view and edit appointments.
      4. For quick editing, expand the dropdown for the appointment you wish to view/edit. Expand the dropdown by clicking the down arrow icon on the right side of the appointment's dropdown.
      5. Anyone with the Full Client Admin Control security level will have the option of changing the view from their own upcoming appointments to a specific Advocate's upcoming appointments or ALL Advocates combined.
      1. Once the dropdown has been expanded, you will be able to edit the selected appointment. At the top of the dropdown, you will see the details of the selected appointment.
      2. The next field, "Title" will allow you to change the name of the appointment.
      3. To the right, is a field labeled "Location". Here you can input the name of the location where the appointment will be.
      4. The dropdown field labeled "Advocate" will let you pick the user that needs to be at the appointment. You will be the default selection.
      5. The next field is labeled "Appointment Start Date/Time". Click the calendar icon in this field will open a calendar allowing you to select a start date and enter a start time for the appointment.
      6. To the right, you will see a field labeled "Appointment End Date/Time". Once again, click the calendar icon in this field and a calendar will open allowing you to select an end date and enter an end time for the appointment.
      7. Add a description of the event to provide more detail in the field labeled "Notes".
      8. If you need to view the details of the client involved with the appointment, click the blue silhouette icon.
      9. If you wish to delete a task, do so by clicking the red trash can icon at the bottom right of the task.