You will find an icon to run this program in the main icon groups of Amsoft. You will also, find a menu selection for this program under file in the main menu. The menu choice is Appointments. The first time you run this program you will have to create a new data file - click on this icon
.
You should set the directory to hcsdata. You can give the data file any name you like. You can even set up different file names for each person in the office. After you have created the file the main screen will appear which looks like a calendar.
To enter or change appointments double click on the day you wish to schedule. A box will appear allowing you to: add, modify or delete appointments. You will also find options to print schedules on this menu. You will choose add.
The next screen will allow you to enter information for this Item. You will need to enter an appointment type. you set the appointment types examples would be:
Sales Appointment
Office Meeting
To do items
or any other type you desire.
to enter an appointment type click on the
button. This will take you to a browse appointment box to add a new appoint click on Insert Button. Enter the type of appointment click the OK button. This returns you to the browse appointment type. Highlight the appoint you want & click on Select.
After you set the appointment you can click on insured or prospect to fill in the client name or phone. You may simply type in the client name & phones if you prefer.
next set the appointment date & time. Fill in the appointment description (Something must be entered here). When done, click on
You will be returned to the calendar. You will find data in the day you selected. Once a day fills up with appointments a scroll will appear in that day. You can move the scroll bar up & down to view appointments for that day.
Once you have entered a few appointments you may find it necessary to change the day of the appointment. To change a day within the same month, click on the appointment and a down arrow will appear. Drag this arrow to the day you want the appointment & release it. You may also change an appointment by double clicking on the appointment & choosing modify.
View to change the view of the calendar click on this icon
located next to the font tab. This will allow you to view the events in list format.
Reports when you click on any day you will find four reports listed as follows:
month
day
week
List
You will find the list report probably the most useful. This report can print for any amount of time & for any category. For example you could limit the report to just to do items.