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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Chapter 6 Scheduling, Moving, & Canceling Appointments<br />

Setting Up the Appointment Scheduler<br />

<br />

<br />

Select the check boxes in the Available column next to services for which you<br />

want to schedule appointments.<br />

If you want to select a color to represent a service, click the drop-down menu<br />

next to the service in the Color column and select a color.<br />

<br />

<br />

Click OK.<br />

To set up provider & resource hours<br />

Note<br />

To add or delete provider names in <strong><strong>Office</strong>Mate</strong>, go to To modify or add<br />

provider names on page 38.<br />

<br />

<br />

<br />

<br />

<br />

<br />

Open the Appointment Scheduler. For more information on opening the<br />

Appointment Scheduler, go to Opening & Viewing the Appointment Scheduler<br />

on page 275.<br />

Click Tools and select Providers And Resources.<br />

The Resource Setup window opens.<br />

Select the Available check box next to resources that are available.<br />

Select the Allows Overbooks check box next to resources if you want to allow<br />

the Appointment Scheduler to overbook appointments for the resource.<br />

If you selected the Allows Overbooks check box for a resource, select the<br />

maximum number of overbookings that are allowed in each time period for that<br />

resource from the Maximum Overbooks column.<br />

Select the number of minutes in which the Appointment Scheduler should<br />

increment appointments for the resource from the Minute Increments<br />

column.<br />

<strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong> 283

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