Schedule Reports
There are four appointment
reports available.
The first is an appointment daybook. Click
the printer icon on the tool bar and the system will print the
appointment schedule for the day open on the screen.
The second is a staff schedule
report. Click on the staff printer icon to the right of the navigation
icons to view and print staff schedules.
Staff
Schedule View and Print
Select the staff member or all staff and
the schedule for the current day will be listed. You may also
select any time period by selecting the Dates button or all appointments
for that staff member by selecting the All Dates button. You may
continue to select staff and dates, each time you do so the list will be
updated. To print the current list click on the print button.
The third is a client appointment schedule report.
Click on the client printer icon to the right of the navigation icons to
view and print client schedules.
Client
Schedule View and Print
The last report is the Staff daily activity
report which will list all clients and service information for each
of the staff for the day or period of days. To access this
report select Open Current year reports from the sales report menu.
select SpotCheck reports and staff daily activity then select the
time period and staff member. This report is part of the main
system reports and is password protected if your system security is
turned on in preferences.
|