{"id":106,"date":"2018-12-26T09:39:30","date_gmt":"2018-12-26T09:39:30","guid":{"rendered":"http:\/\/wd3.teracet.com\/?page_id=106"},"modified":"2019-01-09T07:20:17","modified_gmt":"2019-01-09T07:20:17","slug":"cheat-sheet","status":"publish","type":"page","link":"https:\/\/teracet.com\/active-agenda\/support\/cheat-sheet\/","title":{"rendered":"Active Agenda cheat sheet"},"content":{"rendered":"\n

Schedule an appointment<\/h4>\n\n\n\n
  1. In day, side-by-side or week view, find the time on the calendar you want to schedule <\/li>
  2. Click on the start time and drag to the end time (e.g. 10:00 AM – 11:30 AM) <\/li>
  3. Right click on the selected interval now highlighted, and click “New Appointment” <\/li>
  4. Click “Categorize” and select the appropriate categories for the appointment <\/li>
  5. To attach a client record to the appointment, click the “Clients” tab and then “Add client\u2026” <\/li>
  6. Find the intended client(s), check the x under “Scheduled” and click OK. If the client is not listed, click “New client\u2026” and add them first <\/li>
  7. Click Save on the appointment dialog box<\/li><\/ol>\n\n\n\n

    Remember:<\/strong> Categorize your appointments! It color codes the appointment and enables more effective searching and reporting.<\/p>\n\n\n\n

    Remember:<\/strong> Add clients to appointment using the “Clients” tab instead of typing their name in the summary.<\/p>\n\n\n\n

    Confirmation calls & other client communications<\/h4>\n\n\n\n
    1. Right click on an appointment you want to confirm with the client, select “New communication”<\/li>
    2. Select the result (Answered, Left message etc) <\/li>
    3. Select the status if applicable (Confirmed, Cancelled etc) <\/li>
    4. Check “Update appointment with this status” <\/li>
    5. Click OK <\/li><\/ol>\n\n\n\n

      Attended or no-showed?<\/h4>\n\n\n\n

      Once the appointment has occurred it is important to record if the client attended or no-showed. How this is done depends on how many clients are attending. <\/p>\n\n\n\n

      For a single client appointments:<\/p>\n\n\n\n

      1. Open the appointment by double clicking <\/li>
      2. Click “Status\/Outcome” <\/li>
      3. Select applicable Outcome <\/li>
      4. Click OK <\/li>
      5. Click Save<\/li><\/ol>\n\n\n\n

        For multi-client appointments (workshops etc.):<\/p>\n\n\n\n

        1. Open the appointment by double clicking <\/li>
        2. Click “Clients” tab <\/li>
        3. Right click on the applicable client <\/li>
        4. Select Set Outcome >> <applicable outcome><\/li>
        5. Click Save<\/li><\/ol>\n\n\n\n

          Tip:<\/strong> You can also set the Outcome by right clicking on appointment >> Status\/Outcome.<\/p>\n\n\n\n

          Viewing a client’s appointment history<\/h4>\n\n\n\n
          1. Search >> Quick search >> Set Search to “Clients” >> type client first or last name <\/li>
          2. Double click client record in search results to open Client dialog box <\/li>
          3. Click “Appointments” tab <\/li><\/ol>\n\n\n\n

            Tip:<\/strong> You can also open the Client dialog box from the Appointment dialog box. Click on the “Clients” tab, right click on the client >> “Client details”.<\/p>\n","protected":false},"excerpt":{"rendered":"

            Schedule an appointment In day, side-by-side or week view, find the time on the calendar you want to schedule Click on the start time and drag to the end time (e.g. 10:00 AM – 11:30 AM) Right click on the selected interval now highlighted, and click “New Appointment” Click “Categorize” and select the appropriate categories […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":48,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/106"}],"collection":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/comments?post=106"}],"version-history":[{"count":9,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/106\/revisions"}],"predecessor-version":[{"id":303,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/106\/revisions\/303"}],"up":[{"embeddable":true,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/48"}],"wp:attachment":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/media?parent=106"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}