CTL Confirm-IT - Manual (Page 11)

Scheduling An Appointment
Confirm-IT User’s Guide
7
SCHEDULING AN APPOINTMENT
To enter an appointment in the 1, 3 or 6 day view calendar, simply double click on the
desired time block in the column of the staff member you want to assign the
appointment to. A blank Appointment Schedule form will appear.
IMPORTANT: To avoid entering duplicate customers, it is best to ask for the
customer’s phone number and the spelling of their last name. A Search on the
phone number plus at least the first few letters of the last name minimizes
potential spelling errors and provides the best search results.
Figure 5 Blank Appointment Form
The down arrow next to an input
field indicates that there is a
drop down menu that shows a
list of choices to select from.
The application you purchased
may include “Notify Now”.
Different from a Scheduled
reminder, after entering an
appointment, clicking the Enable
Notify Now button and the Save
button will trigger a notification to
the media selected in the check
boxes below it.
It is designed to notify a person
that a service such as an
available table or golf tee time
etc. has become available.
If Confirm-IT is connected to
analog ports of a phone system,
the optional Transfer Feature can
be utilized to flash the line and
connect to a live attendant.
NOTE:
Payment Type is
not applicable to
Confirm-IT
Medical Care
application.
Enter phone number
digits as you would dial
them. No need to enter
spaces or dashes,
Formats automatically
after saving.