Appointment Groups Quick Guide

  1. Create Group.
    1. Add (Ctrl+A) a new group record.
    2. Devise an easy-to-remember ID and name.
    3. Enter a Location ID if the group should be visible only at a specific location.
    4. Save record.
  2. Add Staff Appointment.
    1. In the Staff ID field, type or look up the ID of a person who should be in the group.
    2. Click Add button.
      The name appears in the grid.
    3. Continue to add staff until the group is complete.
  3. Modify schedules.
    1. To edit the contents of a box in the grid:
      1. click in it, type corrected time.
      2. to blank a cell, press Spacebar, use Backspace to delete contents.
    2. Modify Start and End times to match actual work schedule for each day.
    3. Blank Start and End fields when person not available. From the Schedule Grid's Group view, those days will be marked Out of Office.
  4. Reorder lines.
    1. Staff names appear on the schedule grid in the same order they appear on the Group screen.
    2. Rearrange by selecting a line and using the Up or Down buttons to move it to the desired location.
  5. Delete names.
    1. To remove a line from the group, highlight it and click Remove button.