Frequently Asked Questions
These answers to Frequently Asked Questions will help you optimize Customer
Appointment Manager features.
How do I customize the appointment form or customer form?
How do I print the screen or print appointments in a calendar format?
How do I create & send customized letters to my clients?
How do I view all appointments for a specific client or all of my
clients?
How do I schedule employee days off?
How do I schedule repeat appointments?
How do I customize the appointment form or client form?
Use definable fields to store information important to you and your business.
Five custom fields can be added to the client record and five custom fields
can be added to the appointment window.
Here's how: File > Custom Fields > Add > Select Client or Appointment
form > Enter caption/name > Select data type > Enter field length.
Note: if you entered a selection list, you will need to type your selections
into the list area.
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How do I print the screen or print appointments in a calendar format?
Print a snapshot of the day, week or month and share what you see in the
appointment scheduling worksheet.
Here's how: Select the Day or Week View by clicking on the appropriate icon on
the toolbar > File > Print > choose Same as on screen or One employee
per page > Preview or Print.
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How do I create & send customized letters to my clients?
Using Microsoft® Word® you can create and customize your own letters populated
by various fields from your Client Appointment Manager database. Invite
clients to an open house, send out a special promotion, or request clients
who have not scheduled an appointment for some time to come back - the
possibilities are endless!
Here's how: Tools > Letters > Create/Edit > New > Name the document
> Customize your letter with options from the CAM Merge Files dropdown.
Don't forget to save your work!
To publish letters go to Tools > Letters > Publish > Choose the
client options you need > Select the name of the letter to publish >
Click Publish and a Microsoft® Word® file will open with the published letters
> Print the letters or save the file for later use.
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How do I view all appointments for a specific client or all of my
clients?
Create a Client History Report to view previous appointments, services and
preferences for specific clients.
Here's how: Reports > Appointments by Client > Name the report >
Select the client(s) > Select the desired date option or choose a custom
date range > Select Status to include on the report > Select additional
fields you would like to include on the report > Choose formatting and
sorting options > Preview or Print.
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How do I schedule employee days off?
Access Employee Maintenance when planning for regularly scheduled days off
(i.e. if an employee has every Monday off). If employee schedules change
frequently, simply book an appointment and check the "All day" check box in the
appointment form.
Here's how: File > Employee Maintenance > Select employee > Click Edit
> Work Schedule tab > leave start and end fields blank to indicate day(s)
off.
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How do I schedule repeat appointments?
Client Appointment Manager gives you the ability to schedule repeating
appointments for your clients.
Here's how: Schedule a new appointment or open an existing appointment >
Select Repeat appt > Click Edit > Select the date(s) for the next
appointment(s) by clicking within the calendar boxes. Note: To quickly select
repeating days (i.e. every Wednesday within a month), simply click on the first
letter of that day (i.e. the “W” in Wednesday). On the calendar, dark gray
boxes indicate days the selected employee is unavailable, and red dates
indicate Sundays or holidays.
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Don't see your question on the list?
Check the Help > Contents menu in the Client Appointment Manager
application for in-product help files. You can also quickly access
topic-specific help by pressing the F1 key anywhere in the Client Appointment
Manager application for contents related to the screen you are using.
We're happy to help. Please call us at 1-800-874-8801, or e-mail us at sales@abs-usa.com, or review Help > Contents within Client
Appointment Manager for answers to your questions.
