CTL Confirm-IT - Manual (Page 16)

Scheduling An Appointment
Confirm-IT User’s Guide
12
Tool Tips & Right Click Options Menus
To provide more detail for items shown in the calendar, the tool tips feature is
available. By simply moving the mouse cursor and “hovering” over a colored
section or appointment, additional detail will be shown. The amount of detail
shown is programmable by the administrator in the user options section.
By right clicking on an appointment, a list of options will be displayed.
Open – Opens full customer information / appointment information screen.
(Same as double clicking on the colored appointment block)
Delete – Deletes this appointment from the database.
Notify Customer To Cancel this Appointment – Will notify this appointment
holder that the business has cancelled their appointment due to staff
unavailability or other conflict and should be rescheduled. An “X” will
appear in the colored appointment and after the notification has been
completed, it will change to “ X
 ”.
Customer cancelled this Appointment – Choose if the customer calls in and
cancels their appointment. Since the customer is the one who cancelled the
appointment, no reminder will be given.
Enable Move/Resize – Allows you to move appointment to different time or day
or stretch or shrink the appointment duration by dragging the top or
bottom edge.
View/Edit Customer Notes – Displays customer notes from main customer
information window.
Re-Open – As explained in Figure 6, you can show payment received by tagging
the appointment Closed. Re-Open removes the “C” in the appointment.
Figure 9 Tool Tips Information Bubbles
Position mouse cursor over
colored areas or appointments
to show detailed Tool Tips.
Right click on the appointment to
display appointment options.
As shown, an appointment can be
booked on a Scheduled Off Day
for special circumstances if
desired.