How do I add/edit Client Appointments?

Utilizing the Appointments tab, you can add and track appointments for clients.

1. To start, navigate to the Clients Screen by clicking on the Records dropdown on the top blue bar. 
2. Select "Clients" from the dropdown and you will be taken to the Clients Screen.
3. You can also navigate to the Clients Screen by doing a search for clients by utilizing the search bar on the right side of the top blue bar.

1. Select a client from the list of clients to navigate to that client's info screen. 

1. Once on the desired client's client screen, navigate to the Appointments tab by clicking the icon that looks like a calendar. It is located on the row of icons below the top blue bar.
2. This will bring you to the appointments screen.

Add New Appointment

1. Start by selecting a start date/time for the appointment by clicking the calendar icon in the field below "Appointment Start". Clicking the calendar icon will open a calendar where you are able to choose a start date and time.
2. Next, select an end date/time for the appointment by clicking the calendar icon in the field below "Appointment End". Clicking the calendar icon will open a calendar where you are able to choose an end date and time.
3. After entering start and end times, click the blue "+ Add New Appointment" button, and your new appointment will be created and added to the list below labeled as "New Appointment".
4. Once added, the tab for your new appointment will be collapsed. To expand the tab and add details, click the arrow icon on the right side of the tab.
5. In the field below "Title", you can enter a name for the appointment.
6. The next field, "Location", allows you to type the name of the location where the appointment is taking place.
7. Click the arrow icon on the right side of the field labeled "Advocate" to open a list of advocates. Select the advocate that will be at the appointment to add them.
8. The appointment start date was entered at the beginning of the process, but if you have made a mistake it can be changed by clicking the calendar icon on the right side of the field labeled "Appointment Start".
9. The appointment end date was entered at the beginning of the process, but if you have made a mistake it can be changed by clicking the calendar icon on the right side of the field labeled "Appointment End".
10. Lastly, enter a description of the appointment, if needed, in the field labeled "Description". All data entered to this point will be saved automatically.
11. Clicking the blue icon that looks like a person's head and torso will open the client details for the current client.
12. Clicking the red trash can icon will delete the appointment.

Edit Appointment

1. To begin, expand the tab of the appointment you wish to edit. Do so by clicking the arrow icon on the right side of the desired appointment's tab.
2. The remaining steps follow the same process as adding details to a new appointment. Follow steps 5-12 above (Add New Appointment) to make changes to an existing appointment.