Administrator & User Guide

Scheduling an Appointment

In this example, we will be logged in as a standard user, not the Administrator. Remember, Administrators, Managers & Schedulers can see everyone's calendar, where a user can only see their own. Note that you can create a custom Group that allows this permission, but that is outside the scope of this topic.
 
Scheduling an appointment can be done one of several ways:
 
  • Clicking the New action on the Ribbon
  • Double clicking a time cell on the Appointment Scheduler
  • Selecting a time block (multiple cells) in the Appointment Scheduler, then clicking the New action on the Ribbon or in the right click popup menu
 
Any one of these options are acceptable. We will demonstrate a the third method, since it is the most common.
 
  1. Log on to Tattoo Management Studio Express Edition. You will be instantly placed into the Appointment Scheduler View.
     
  2. At the default zoom level, each time cell represents 30 minute intervals. The Time Ruler on the left hand side indicates what time the cell represents. Additionally there is a time marker that will appear on the ruler that shows the current time. In the image below you can see the time marker represented by an orange line slightly below the 9:00 PM time cell. It is roughly 9:05 PM.


    The elements of the Appointment Scheduler.
     
  3. To select a specific date, click the date on the calendar on the right hand side of the Appointment Scheduler. You can select multiple days by dragging the mouse from one date to another.


    The date selection calendar.
     
  4. To schedule an appointment from 12:00 PM to 3:00 PM we will click the mouse on the 12:00 PM cell, and drag down to the 3:00 PM cell. The block should look selected as demonstrated in the image below.


     
  5. Now, click the New action on the Ribbon or right click the selected area and select the New action from the popup menu. This will bring up the Appointment Detail View.


    The Appointment Detail View
     
  6. Type a subject (required) and a description (optional) and click the "Save and Close" action on the Ribbon. This will close the appointment and return us to the Appointment Scheduler. Our new appointment will now appear.


    The newly created appointment on the Appointment Scheduler has been created for the user Dave
     
  7. You can open the appointment again by double clicking the entry in the Appointment Scheduler.
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