Download User manual - ScheduleVIEW

Transcript
** You may type
directly on the
template also.
* You may copy and
paste from a Word
or Excel document
as well.
When you are
finished Click
‘File’
‘Save and
Exit’
‘Save’
Now anytime you want to use this report, from the ScheduleVIEW™ calendar:
Click on ‘Reports’
‘Appointment Reminder Messages’
Select the parameters you need
'Send' choose ‘Letters’ or 'Emails'
'To Selected' choose 'Customers' or 'Providers' or
'Resources'
'Use this Template' click on the
to the template you just created.
button and browse
You can 'Set as Default Report' for convenience
Click ‘Preview’ to double-check your document before
using.
You can also print for a single customer:
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