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Drake Software User’s ManualSchedulerScheduler ModesThe Scheduler offers Preparer mode and Front Office mode.PreparerModeFront OfficeModeUsing Preparer mode, a preparer has full access to his or her calendars. Preparers canmake appointments, manage schedules, and share calendars with other preparers. Preparermode has three calendar types: Selected Date, Weekly Calendar, and PreparerCalendars. Preparer mode is the default setting for Scheduler users.Designed for the receptionist and other personnel who manage appointments but donot prepare tax returns, Front Office mode allows the user to set up viewing optionsand manage appointments. Front Office users can access only the Preparer Calendars.Front Office mode is the default setting for the Admin login, but it must beassigned manually to other personnel.To assign Front Office mode to an employee:1. Log in to Drake as Admin.2. From the Home window, go to Setup > Preparer(s).3. Select a preparer and click Edit Preparer.4. Click Security > Front Office (Scheduling Only).5. Click Save.Exit Preparer Setup after you have saved your changes._NOTEPreparer logins and Front Office mode assignments must be establishedin Drake before the Scheduler can be used effectively.Accessing the SchedulerFrom the Home window, select Tools > Scheduler, or by click the Scheduler icon.The Appointment Scheduler has four main sections: a toolbar across the top; a calendaroverview in the left column; tabs for selecting calendar types; and the schedulegrid, which shows scheduled appointments in the selected calendar type. Figure 4-12shows an example of the Appointment Scheduler window in Preparer mode.Tax Year 2008 75