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Home > Scheduling > Sessions and Appointments > Appointment Reference

Appointment Reference

An appointment record is used to store information about your client appointments (Linked Appointments) and other appointments such as staff meetings (Unlinked Appointments). Some of the appointment information includes a description of the appointment, the type of appointment, the resources used in the appointment (such as an inside location), the appointment date, and the beginning/ending times of the appointment. From the appointment record, you can also choose the color that the appointment will display on the calendar. You can also open the associated client or session record by using the tools in the View group of the ribbon. The Linkage group of the ribbon contains options to link (or re-link) an appointment, as well as to convert an appointment to a session (not available in Stratus Express). Double-click an existing appointment on the calendar to open the appointment. See also: Appointment Ribbon


Linked Appointment


Unlinked Appointment

General Tab

The General tab lists the description and type of appointment, the resources used in the appointment, the appointment date, and the beginning/ending times of the appointment. You can edit the color in which the different appointment types display on the calendar.

Client Information

If the appointment is linked to a client, the client information section holds general client information such as client name, phone numbers, and call warnings.

Appointment Information 

The appointment information section holds all the appointment-specific information.

Column Description
Description Provides information about why you set up the appointment. It could be something such as “Consult with Bill and Sue to finalize wedding details.”
Type An appointment type could be something like “Lunch Appointment” or "Sales Consultation." You can either type in an appointment type or choose one from the drop-down list. Your list of appointment types is created in Maintenance > Appointment > Appointment Types. Appointment types that are typed in on-the-fly will not be added to the drop-down list. See also: Using Appointment Types
User The staff person with whom the appointment is made. The appointment will appear on the selected user's calendar.
Location Indicates where the appointment is to be held, such as the “Consultation Room.” Choose from the resources in the drop-down list. See also: Adding Resources to the Calendar
Date The date the appointment will take place. You can type in the appointment date or choose it from the mini calendar. 
Start Time The time the appointment will begin. You can type in the start time or choose it from the drop-down list. 
End Time The time the appointment is scheduled to end. You can type in the end time or choose it from the drop-down list. 
Color
The color the appointment will appear on the calendar. The down arrow provides a color pallet to choose from. 
Booked By The Stratus user that booked the appointment. 
Booked On  The date the appointment was booked or created. 
Custom Fields You can enter custom information about your client. There are two text fields and two date fields. 
All Day Event  This check-box indicates the appointment will last the entire day. 
Confirmed  Check the Confirmed box when the appointment has been confirmed with the client. 
No Show  Check the No Show box if the client doesn't show up for the appointment. This appointment will be flagged as a "no show" for future reference. 
Cancelled  Check the Cancelled box if the appointment is canceled. The appointment stays in the system but does not appear on the calendar so other sessions and appointments can be booked in that time slot. 

Notes Tab

Appointment Notes - Contains notes regarding the appointment. When entering notes, use Ctrl+T to enter a date and time stamp that includes the initials of the logged in user. You can also check the spelling by clicking the ABC button.


See also


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