Follow

Calendar Icons (article)

Summary:

What do the Icons mean at the bottom of the appointment box? Your calendar will have the icons that are enabled for your PIMSY.

Button Descriptions

Check Availability: check whether this day/time is available for the appointment

Note: start a note for this appointment

Group Note: start a group note for this appointment

Copy Note: copy a note (not always available for everyone)

Client: open the client’s chart

Take Payments: take a payment for this appointment

Statement: generate and print statement

Use Case:

John Adams has an appointment in the My Sal Calendar. The No Show icon is present in the calendar which tells you the client missed that appointment and needs to be charged for it or another action must be taken.

Related Articles:

If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk