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Drake Software User’s ManualSchedulerClick the Setup icon in the Scheduler toolbar. The Scheduler Setup consists of twotabs: a General tab for default settings and a Calendars tab for setting viewingoptions for calendars. Options are described in Table 4-2.Table 4-2: Scheduler Setup OptionsTab Setup Option DescriptionGeneral Appointment duration Set the default appointment time displayed in theAppointment Detail dialog box (see “SchedulingAppointments” on page 13). Values are 15,30, 60, 75, or 90 minutes.Scheduler timesAppointment remindersOpen Setup Schedule forZIP code autofillPrivate appointmentCustomer name autofillSet the intervals of time to be displayed on thecalendar grid rows of the Appointment Scheduler(see Figure 4-12). Values are 15, 30, and 60minutes.Activate the appointment reminder; establishhow far in advance to receive a reminder of anupcoming appointment. You can also select thisoption on the fly when setting up an individualpreparer’s appointment.Set up a preparer’s general daily schedule (in/out times).Activate the ZIP code autofill feature, which automaticallyenters a client’s city and state informationonce the ZIP code has been entered.Mark all future appointments as “private.” Privateappointment details are not visible to other preparersor to Admin. You can also select thisoption on the fly when setting up an individualpreparer’s appointment.Establish how client names are displayed in thecalendar view.Calendars Preparers in View Select which preparer schedules are visible bydefault.Calendar view start timeDefault calendar at loginCalendars in my viewColorsSelect the time to be displayed when the calendaris opened.Select which calendar type will be displayed atlogin. (This choice not available to Admin.)Select which calendars will be in your defaultview. (This choice not available to Admin.)Select screen colors for the calendar.EstablishingDailySchedulesThe Scheduler allows you to view, at a glance, the planned daily schedules of selectedpreparers, including the times they are scheduled to be in the office.To establish a preparer’s daily schedule in the Scheduler:1. Click Setup.Tax Year 2008 77