User's Manual - Drake Software

Scheduler
Drake Software User’s Manual
Figure 4-10: The Appointment Scheduler features a toolbar (#1); a calendar overview (#2);
calendar tabs (#3); and a scheduled appointment list (#4).
If the user is logged in as an administrative user, the Batch Appts button is displayed
in the toolbar. (See “Batch Appointment Generator” on page 92.)
Setting Up Scheduler Options
Use the Scheduler Setup feature to establish the logged-in preparer’s default settings
for appointment durations, automatically filled data, and calendar views. Only the
logged-in preparer’s calendar and view are affected by any changes.
86 Tax Year 2012