User's Manual - Drake Software

Scheduler
Drake Software User’s Manual
Scheduling Appointments
the starting and ending times, and click OK. Results are displayed as a printable
spreadsheet.
Appointments can be scheduled for an individual preparer or a group of preparers.
NOTE
Preparer schedules and appointments are carried forward each year.
Go to Last Year Data > Update Settings 2011 to 2012 and select
Preparer Schedules.
For an
Individual
To schedule an appointment for a preparer:
1. From the Appointment Scheduler toolbar, click New Appt, or double-click an
appointment time in the schedule grid. The Appointment Detail dialog box is
displayed. (If you accessed the dialog box by double-clicking a time in the schedule
grid, it is opened to that date and time (Figure 4-14)).
Figure 4-14: Appointment Detail dialog box.
2. Select the appointment Date, Time, and Duration.
3. Complete the applicable client-information fields.
If a client record already exists in Drake, enter the SSN/EIN and press TAB. Click Yes
at the prompt and the program automatically completes the Client type, Appointment
type, Name, Address, Phone, and Email fields. If you replace data in an autofilled
field in the Scheduler, this information is not overwritten in the client record in
90 Tax Year 2012