Lab - Appointments and calendars

You need to keep your appointments organised with a calendar . You will add an appointment at your case's calendar. Then you will add another at the system calendar, have a look at what's scheduled this month and print out a list of appointments.

Exercise 1

  1. At your training case click its Calendar tab
  2. Click the Add New button.
  3. Select the title Client Meeting.
  4. Change the date to tomorrow's date and set the time for 10AM.
  5. Click OK.

You have now recorded that you are meeting with your client tomorrow.

Add a new appointment

Exercise 2

  1. Click the Calendar tool bar button .
  2. Click the Add New button.
  3. Select your training case.
  4. Select the title Report writing.
  5. Change the date to tomorrow's date and set the time for 4PM.
  6. Click OK.

You are now writing your report tomorrow.

View the month's appointments

Exercise 3

  1. At the system calendar click the button.
  2. Navigate to a different month of the year.
  3. Click the Today button. It will automatically take you to the month that contains the current date.

Print the list of appointments

Exercise 4

  1. Click the grid view button of the calendar.
  2. Using the column chooser, adjust the grid to show these headings.

  3. Click the Print button .

This creates a useful document listing your appointments, which could, for example, be taken to meetings.

Well done! After doing the quiz you have completed this module and can manage tasks and calendars. It will be time to learn about the next part of the billing process, accounting, where costs are invoiced and paid.

Next: Quick quiz

Tasks & calendars

Tasks and reminders

Lab - Tasks & reminders

Reminders window

Lab - Reminders window

Task management

Lab - Task management

Appointments and calendars

Lab - Appointments and calendars

Quick quiz