Daily Appointments

Appointment Screen helps you to Add new Appointments, Search Appointments by Date and you can see what are the appointments allotted for each Employee with Time.

The Status of Appointments will be highlighted in the color you chosen from the Appointments screen, If the Appointment has Invoice Will be in yellow.

Also Employee's WeekEnd and Break Time will be in Light Gray.

Adding New Appointments

  1. Select the Daily Appointment from Appointments menu.
  2. Click on the box given under the Date as per the time schedule that allotted for the Appointment.
  3. New Screen will popup, Type the Customer Name or Mobile or File# in Customer field and Customers list will be appear then select the require one.
  4. If new Customer and is not in Customer list you can add this Customer by selecting Customer file Screen from Customers Menu .
  5. Select the Date, time from, time to, Employee Name ,Status and Notes.
  6. You can Pick Status highlighted Color by clicking on Color Icon behind Status field.
  7. Click Save Button to Add new Appointment.
  8. If new Customer and is not in drop down list you can add this Customer in Customer file screen from Customers Menu.

Edit Appointments

  1. Click on the Customer Name from Appointment that you would like to edit.
  2. Allow you to change the Customer Name, Date, Time From, Time To, Employee , Status and Notes.
  3. Press Edit Button to save the Changes.

Invoice Button
Invoice Button to make an Invoice for that particular Customer. The Steps to make an invoice are explained in the Invoice Page.

Follow Up Button
If the Customer is coming for the follow up Charge, Click on the Customer, set the date and time and click Follow Up button for booking a Follow Up Appointment.

Today Button
From Employees menu Click on Today Button is to see today's Appointments. Also allows you to see Appointments by Date or Employee.

Refresh Button
Appointment screen refresh itself automatically every 5 minuets to have all appointments will record continuously.
From Employees menu Click on Refresh button allow you to refresh the screen at any time.

Print menu

CompanyGate Software allow different type of appointment reports.

  1. From Print menu Click Print Option.
  2. Select the duration from Date From & Date To.
  3. Select Employee from Employee drop down list.
  4. Select Customer Name from Customer drop down list.
  5. Press Print Button to view/print the report.

You can print result with group by Employee by check in Group By Employee box.

Graphic Reports

Appointments Graphic Reports show/Print number of appointments in specific duration with the appointments status to all Employees or to one Employee .

From Print menu Click Graph Print Option.

     Appointments & Status Per One Employee Report

  1. Click Appointments For One Employee Option in Graph Reports.
  2. Select the duration from Date From & Date To.
  3. Select Employee from Employee drop down list.
  4. Press Print Graph to view/print the report.

     Appointments & Status Per All Employees Report

  1. Click Appointments For All Employees Option in Graph Reports.
  2. Select the duration from Date From & Date To.
  3. Press Print Graph to view/print the report.

Options menu

You can select the Employee you want to start Appointments with. If You don't select any Employee, Appointments will start Automatically with the logged in User.
Also You can change appointment Grid cell's width and hieght , Defaults Button allows you to return default width and hieght.

* Can deleting appointment by select it from the right appointment list and change the Status from Status drop down list to cancelled.