User's Manual - Drake Software

Drake Software User’s Manual
Scheduler
Click the Setup icon in the Scheduler toolbar. The Scheduler Setup consists of two
tabs: a General tab for default settings and a Calendars tab for setting viewing
options for calendars. Options are described in Table 4-1.
Table 4-1: Scheduler Setup Options
Tab Setup Option Description
General Appointment duration Set the default appointment time displayed in the
Appointment Detail dialog box. (See “Scheduling
Appointments” on page 90.) Values are set in fiveminute
increments.
Scheduler times
Appointment reminders
Open Setup Schedule
for
ZIP code autofill for city
and state information
Private appointment
Customer name autofill
Email Notification Settings
Set time intervals (15, 30, or 60 minutes) to be displayed
on the calendar grid rows of the Appointment
Scheduler (see Figure 4-10 on page 86).
Activate the appointment reminder; establish how far
in advance to receive a reminder of an upcoming
appointment. You can also select this option on the
fly when setting up a preparer’s appointment.
Set up a preparer’s general daily schedule (in/out
times).
Activate the ZIP code autofill feature, which automatically
displays a client’s city and state information
once the ZIP code has been entered.
Mark all future appointments as “private.” Private
appointment details are not visible to other preparers
or to users with administrative rights. You can also
select this option on the fly when setting up a preparer’s
appointment.
Establish how client names are displayed in the calendar
view.
Enter the words you want to appear in Subject line of
your e-mail notifications.
Calendars Preparers in View From Preparers not in my view list, select which
preparer schedules you want visible by default. Click
the arrow to move the name to the Preparers in my
view list on the right.
Calendar view start
time
Default calendar (tab
displayed at login)
Colors
Select the time to be displayed when the calendar is
opened.
Select which calendar type will be displayed at login.
(This choice not available to users with administrative
rights.)
Select screen colors for the calendar.
Establishing
Daily
Schedules
The Scheduler allows you to view, at a glance, the planned daily schedules of selected
preparers, including the times they are scheduled to be in the office.
To establish a preparer’s daily schedule in the Scheduler:
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