User's Manual - Drake Software

Drake Software User’s Manual
Scheduler
• Number of new appointments generated successfully
In addition, the report shows (1) which appointments had conflicts, along with the
new times scheduled; and (2) the new times scheduled for all other appointments.
NOTE
To undo batch-generated appointments, go to the Appointment
Scheduler, select Batch Appts > Undo Batch-generated Appointments,
and click Yes. The batch-generated appointments will be
removed from the current year’s schedule.
Entering
Overlapping
Appts.
If an appointment conflicts with another, you are asked if you want to save it anyway.
If Yes, the calendar displays a Multiple Appts note, as shown in Figure 4-17.
Figure 4-17: Notification of multiple appointments
To view the multiple appointments scheduled, double-click the Multiple Appts row.
Appointments are shown in the Open Appointment grid. To view appointment
details, double-click an appointment.
Finding Next
Available
Appointment
To locate the next available appointment time in the Scheduler:
1. From the Appointment Detail dialog box, click Find Next Appt.
2. From the Find Next Appointment dialog box, choose a preparer from the Preparer
drop list, or select Any Preparer.
3. Select starting and ending dates. The program searches all times within your date
range.
4. (optional) Specify a day of the week and set a range of times to search. If you
select a specific day of the week, that day must fall within the entered date range.
5. Click Find. Any available appointment times for the preparer are displayed.
6. Choose a date, time, and preparer and click Select to return to the Appointment
Detail dialog box with that date and time entered and preparer selected.
NOTE
Preparers with no set schedules are excluded from the search.
To find a scheduled appointment, see “Find Scheduled Appointment” on page 94.
Finding a
Client
Record
The Lookup feature allows you to find a client’s record and insert the client information
into an Appointment Detail dialog box.
Tax Year 2012 93