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Home > Scheduling > Sessions and Appointments > Appointment Ribbon

Appointment Ribbon

The following tools are available on the ribbon of an appointment record.

Home Tab



 Icon Name Description
  Save Save the current appointment.
  Save & Close Save the appointment and close the appointment window.
  Save and New Save the appointment and open a new, blank appointment. If this was a linked appointment, another linked appointment will be created for the client. Otherwise, the new appointment will be an unlinked appointment.
  Delete Appointment Delete the open appointment record. Note that this will also delete any advanced calendar events PERMANENTLY. 
  Client Open the linked client record.


See also


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